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Learn how to transform your business finances, one story at a time. Welcome to the StoryFinance podcast, where we demystify small business finance with real-world stories from inspiring owners and experts. Are you hoping to avoid costly financial decisions? You’ve come to the right place. Tune in and learn from others who’ve been in your shoes. Numbers can be tricky. This podcast will help. Visit caseysilveria.com for further resources.
Episodes
Wednesday Nov 16, 2022
E13 FCC: Alina Trigub - Aligning Tax Efficient Opportunities With Investor Needs
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
Alina is a founder and managing partner of SAMO Financial, a boutique equity firm. In 2020, She has helped clients with over 1,200 doors, over 500 storage units, and a $10M mobile home park fund. She works with high earners to passively invest in real estate.
In all of this, her overarching goal is to empower people to build wealth for themselves and for their families, an ethos wholly supported by the great Warren Buffett when he suggested that, “Someone is sitting in the shade today because someone planted a tree a long time ago.”
With an MBA in Finance and Management from Rutgers and a Bachelor of Business Administration in Accountancy from City University of New York, Alina has worked as a Tax Accountant at Ernst & Young, as well as in the private sector. She also has twenty years of successful technology experience. In 2021, Alina joined TF Management Group LLC, a real estate fund management company, where she is the Head of Investor Relations and Marketing.
Show notes:
1:00 Alina’s background and journey
4:00 Advantages of Real Estate / How she started as Active and Passive Investor & her transition to Real Estate
9:00 Benefits of Limited Partners
11:30 Onboarding Limited Partners as Passive Investors into deals
15:15 Aligning the investors experience and their mentality Vs Investing their capital on to the right deal that they are looking for
17:55 How do they vet the deals they are bringing in
21:00 A golden nugget from Alina
Connect with Alina:
LinkedIn: https://www.linkedin.com/in/alinatrigub/
https://www.samofinancial.com/
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