Episode 497: Why the Wealthy Avoid Stocks – And What They Invest in Instead with Dr. Allen Lomax

05 Mar 2025 • 30 min • EN
30 min
00:00
30:32
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In this episode of Smart Real Estate Coach, we’re sitting down with Dr. Allen Lomax, a Ph.D. in Organizational Systems Psychology and real estate investor. Allen shares how he transitioned from academia to real estate, overcame the 2008 market crash, and built a system to turn low-performing investments into high-yield, recession-resistant assets.   Allen highlights the limitations of stocks and bonds, emphasizing private placements, multifamily syndications, and mobile home parks for better returns. He also introduces Streams to Impact, a program that helps investors restructure portfolios in 60 days for 18%+ annual returns with lower tax liabilities. If you’re ready to move beyond traditional investments, this episode is packed with insightful strategies to help you take action.   Key Talking Points of the Episode   00:00 Introduction 01:23 Who is Dr. Allen Lomax? 04:06 Lessons from the 2008 market crash 07:44 What is Streams to Impact? 12:31 Who the Streams to Impact program is for 16:09 What high-net-worth individuals are investing in 20:59 Focusing on multifamily investments and other alternative assets 22:20 Streams to Impact podcast 25:48 Learn more about Dr. Allen Lomax and Streams to Impact   Quotables   “Most people think stocks and bonds are safe, but in reality, they’re some of the riskiest assets out there.”   “The wealthy don’t gamble with stocks—they build wealth through tangible, recession-resistant assets.”   “Private placements give you higher returns, tax advantages, and stability—without the daily market volatility.”   Links   Exclusive High Yield Investment Blueprint https://highyieldblueprint.com   Streams to Impact Podcast https://open.spotify.com/show/299AdjqfOa4TpSslHmmpud?si=576e45a8e3ef4632   Real Estate On Your Terms and Deal Structure Overtime https://wickedsmartbooks.com/podcast   FREE Master’s Class http://smartrealestatecoach.com/masterspodcast   FREE Strategy Session with Chris Pre http://smartrealestatecoach.com/actionpodcast   QLS 4.0 https://smartrealestatecoach.com/qlspodcast   Investor Resources https://smartrealestatecoach.com/resources   Apprentice Program https://smartrealestatecoach.com/apprenticepodcast   In the Trenches Bootcamp https://smartrealestatecoach.com/ittbpodcast   3 Paydays Virtual Event https://smartrealestatecoach.com/3paydayspodcast   REI Blackbook https://smartrealestatecoach.com/REIBB-DD   7 Figures Funding https://smartrealestatecoach.com/7figures-pod

From "The Smart Real Estate Coach Podcast|Real Estate Investing"

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