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The Unconventional Investor

The Unconventional Investor

By: Michelle Moses | CFP® & Realtor®
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Are you an accredited investor feeling overwhelmed by managing your portfolio? Do you struggle to find an expert who can help you with alternative investments ideas? Are you looking for ways to simplify your finances and create more income? If you answered yes to any of these questions, you’re in the right place! Welcome to The Unconventional Investor podcast, where we explore alternative investments and real estate strategies to help you create a more robust portfolio and grow your wealth beyond the traditional stock market. My hope is that this show empowers you to gain the confidence to make informed financial decisions and achieve your long-term financial goals by thinking differently about your finances. I’m your host - Michelle Moses, a Certified Financial Planner®, Licensed Realtor® and Founder of Me Financial. My mission is to help accredited investors like YOU invest their money in ways that excite them, so they can move forward and grow their portfolios with clarity and confidence. Over the last 20 years, I’ve worked with hundreds of clients to help them achieve their financial goals while also feeling better doing it, drawing on my experience of owning multiple businesses, flipping houses, managing rentals, and investing in a wide array of assets. I believe that when you balance your financial products and create a "why" behind each one, you feel more confident and can focus on making money rather than worrying if you’re doing the right thing. Tune in for actionable investing tips and alternative investment strategies to help you invest in alternative assets and balance your portfolio with your lifestyle. This podcast will provide answers to questions such as: - What are the best alternative investment strategies for retirement? - What is an example of an alternative investment? - What steps should I take to diversify my portfolio effectively? - How can I diversify my investment portfolio? - How do I start investing in real estate? - What are the benefits of working with a financial strategist? - Real estate vs. stock market: what’s the difference? If you’re looking to expand your finances beyond the traditional stock market, tune in to the latest episode of The Unconventional Investor today. Subscribe to the podcast wherever you listen to podcasts and be sure to share your favourite episode with a friend. Visit the website to learn more about our services https://www.mefinancial.net/2025, Michelle Moses, All Rights Reserved Economics Personal Finance
Episodes
  • Stable Cash Flow & Growth: Becknell's Industrial REIT (Ep 85)
    Mar 17 2026

    Is industrial real estate a smart place to put your money? In this episode, we explore what today’s market means for investors seeking steady, dependable returns.

    With over 35 years in industrial real estate, Becknell Industrial is bringing its tried-and-true strategy to accredited investors who seek reliable alternatives to stocks and bonds. I sat down with Becknell's CFO, Clay Thelen, to discuss what makes Becknell stand out, explain the rationale behind the new fund, and discuss why long-term, low-leverage industrial real estate might fit into your portfolio.

    Top three takeaways:

    • Long-Term, Mission-Critical Investments: Becknell specializes in build-to-suit industrial assets—think warehousing, light manufacturing, and distribution facilities for blue-chip tenants like Abbott Laboratories. These are designed, built, managed, and owned in-house, for consistency and commitment.
    • Income & Accessibility: The new Becknell Industrial Income Trust offers monthly distributions with a 5% annual yield, an early investor bonus, and a minimum investment of $25,000. As an equity investment (not just debt), you gain ownership in high-quality, income-producing real estate.
    • Industry Tailwinds: With e-commerce growth and U.S. manufacturing reshoring, demand for industrial space is surging—even as new supply tightens. This creates a compelling environment for stable, long-term returns.

    To read more about Becknell Industrial - https://becknellindustrial.com/

    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
      • Facebook: facebook.com/theunconventionalinvestorpodcast
      • Instagram: instagram.com/michelle.e.moses
      • Website: www.mefinancial.net

    Disclaimer:

    The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    Show More Show Less
    28 mins
  • A Good Option For Your Cash Savings? Yrefy with Laine Schoneberger (Ep 84)
    Oct 21 2025

    Private credit is one of the hottest alternative investments right now, and Yrefy has a truly innovative investment that serves both sides of the transaction - borrowers and investors.

    Laine Schoenberger, Chief Investment Officer and Managing Partner at Yrefy, joins me to explain their platform. Yrefy helps borrowers trapped by private student loan debt while offering accredited investors attractive, non-correlated returns. Laine shares the stories behind their clients, explains how their underwriting process works and explains the advantages for investors, including flexible terms and steady, fixed interest rates.

    Top three takeaways:

    🔹 Real Impact for Borrowers: Yrefy’s program isn’t just about numbers; it’s changing lives. By negotiating down distressed private student loan debt and refinancing at affordable, fixed interest rates (average 3.9%!), borrowers get a custom solution that restores their credit and financial dignity.

    🔹 Investor-Friendly Structure: Accredited investors can participate with as little as $50K, picking their preferred term (1-5 years) and enjoying fixed, non-correlated returns up to 10.25%. There’s also a feature that provides flexibility if early liquidity is needed.

    🔹 Transparent, Human Approach: Every loan is handled in-house, borrowers are required to prove their seriousness before funding, and Yrefy’s average default rate is low (around 2%).

    Private credit that genuinely “does well by doing good” — this is a case study in how investors and borrowers can both win.

    To read more about Yrefy - www.yrefy.com

    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: instagram.com/michelle.e.moses
      • Website: www.mefinancial.net



    Disclaimer:

    The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    Show More Show Less
    33 mins
  • Putting It All Together: 1031 Strategies You Can Use (Ep 83)
    Oct 14 2025

    If you’re tired of managing properties or just looking for smarter ways to grow your wealth, this episode is for you. In this solo episode, I discuss 1031 exchange strategies that don't include rolling your investment into the same kind of real estate.

    Here are my top 3 takeaways:

    • 1031 Exchanges Aren’t One-Size-Fits-All

    You don’t have to trade one rental property for another. You have more flexible options, including investing in managed real estate solutions.

    • Explore Delaware Statutory Trusts (DSTs)

    With DSTs, you can 1031 into professionally managed commercial properties (like hotels or office buildings), so you get “mailbox money” without the headaches of property management.

    • Mineral Rights

    A little-known 1031 option: oil and gas mineral rights. You can swap your investment property for the rights to land resources and earn ongoing royalties—plus, these assets can be passed down to heirs!

    For more detail on 1031s, please listen to the previous episode with Michael Velasco (Ep 82)

    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: instagram.com/michelle.e.moses
      • Website: www.mefinancial.net



    Disclaimer:

    The information discussed in this podcast is for educational and informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, investments, or financial instruments. Private placements and alternative investments are speculative and involve significant risks, including the potential loss of your entire investment. These investments are often illiquid, meaning they may not be easily sold or converted to cash, and investors should be prepared to hold them for an extended period of time. These opportunities are typically suitable only for accredited investors and may not be appropriate for all listeners. Always consult with a qualified financial advisor, attorney, or tax professional before making any investment decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

    Show More Show Less
    12 mins
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