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

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

Author: Chris Prefontaine March 5, 2025 Duration: 30:32

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


Hosted by Chris Prefontaine, The Smart Real Estate Coach Podcast is a resource built on more than three decades of practical experience in the property market. This isn't about abstract theory; it's a direct conversation focused on actionable strategies for building wealth through real estate investing. Each episode draws from a deep well of knowledge and a vast network of experts and successful associates, translating complex concepts into clear steps you can apply. Whether you're evaluating your first deal or looking to scale a substantial portfolio, the discussions here are designed to provide the tools, education, and mindset shifts necessary to advance. You'll hear candid breakdowns of market trends, financing techniques, and the often-overlooked personal disciplines required for long-term success. The aim is to cut through the noise and offer substantive guidance for taking control of your financial trajectory. Tune in for a straightforward and experienced perspective on navigating the realities of property investment.
Author: Language: English Episodes: 100

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