We're diving into a new area of interest: Oil & Gas Investing.

If you’ve ever wondered about the differences between drilling programs and royalty programs, how to spot a quality operator, or why oil and gas remain such a compelling option for accredited investors seeking both tax advantages and portfolio diversification, this conversation is for you.

Brad Updike, LLM, JD joins us from Mick Law PC, a premier oil and gas due diligence firm, to explain.

Key highlights you don’t want to miss:

• Oil & Gas 101:
  Brad explains why oil and gas is the 7th largest industry globally and why its market fundamentals continue to attract smart capital.
• Investment Structures Explained:
  Learn the difference between investing in public oil and gas securities (like Exxon and Devon) versus private placements—including limited partnerships and mineral rights deals.
• The Power of Tax Benefits:
  Discover how investors can utilize intangible drilling costs (IDCs), tangible equipment deductions, and percentage depletion to substantially lower their tax liability. Brad breaks down real-world scenarios of how these can shrink your investment’s out-of-pocket costs dramatically.

🔒 Financial fraud is on the rise — how can you protect yourself?

There's been a sharp uptick (25% increase!) in financial fraud this year. In this episode, I go over some strategies to recognize and protect yourself from scams.

Key takeaways:

• Watch for red flags: Be wary of unsolicited calls (even when they appear to come from legitimate institutions) that create urgency, ask for sensitive info, or pressure you to act quickly. Always hang up and call back using a verified number you found on their website.
• Strengthen your digital defenses: Enable two-factor authentication, set up transaction alerts on your accounts, and use strong, unique passwords—especially for financial logins.
  • Michelle also suggests having a separate email just for financial matters.
• Stay vigilant—and help others do the same: Many scams target older adults or those less familiar with digital security. Talk openly with family and friends about common tactics fraudsters use, and encourage them to lock down their accounts.

Taking proactive steps now can make all the difference in protecting your money and accounts.

🛡️ If you haven’t reviewed your account security lately, now’s the time!

#FinancialSecurity #FraudPrevention #WealthManagement #Cybersecurity #UnconventionalInvestor

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

If you’re looking for an alternative investment opportunity that’s well outside the usual suspects, this one is worth a look. Industrial Outside Storage, think equipment or supply storage for companies that have large items to store or operate.

There are a few reasons this might be a good fit:

• Fragmented Market: Over 80% of industrial outdoor storage assets are owned by non-institutional (mom and pop) operators. This creates tremendous potential for portfolio consolidation and value creation, especially with a current estimated $166B of deals out there.
• Attractive Returns with Less Competition: By focusing on deals in the $1-10M range, there’s far less competition from institutional investors, allowing for cap rates north of 10%—a rarity in the real estate world, especially without leveraging debt.
• Strong Fundamentals, Limited Supply: IOS sites are often hard to replicate, thanks to strict zoning and city limitations. This acts as a natural barrier to new supply and helps secure long-term value for investors.

If you’re an accredited investor looking to diversify with something truly unconventional—and income-focused—this fund deserves your attention. Listen to the full episode for all the details, and reach out if you want to discuss how this could fit into your portfolio.

Contact COARE - https://www.coareindustrial.com/

#Investing #Alternatives #RealEstate #IndustrialStorage

Take the quiz - How Alternative Assets Can Fit in Your Portfolio

Ready for the next step?

• Subscribe to the Podcast: pod.link/1671924778
• Don't forget to leave a review!
• Follow Michelle for more financial tips:
  • YouTube: youtube.com/@theunconventionalinvestor
• Instagram: michelle.e.moses
• Website: www.mefinancial.net

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.