What the Expanded Accredited Investor Rule Could Mean for Private Market Access
Charlie Wessel Charlie Wessel

What the Expanded Accredited Investor Rule Could Mean for Private Market Access

In a significant step toward broader investment access, the U.S. House of Representatives recently passed a bipartisan bill to expand the definition of an accredited investor. This move, if signed into law, could open the doors of private market investments, like real estate syndications, private equity, and venture capital to more Americans.
What is an accredited investor?

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Investing in Alternative Assets Such as Self-Storage Investing
Charlie Wessel Charlie Wessel

Investing in Alternative Assets Such as Self-Storage Investing

Self-storage investing has been an extremely lucrative and recession-resistant investment strategy for decades. Self-storage facilities are commercial properties designed to provide individuals and businesses with space to store their belongings for short-term or long-term periods.

These facilities typically consist of individual storage units with varying sizes and features, such as climate control and enhanced security.

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Abbey Lakes Apartments: A Case Study in Multifamily Real Estate Investing
Charlie Wessel Charlie Wessel

Abbey Lakes Apartments: A Case Study in Multifamily Real Estate Investing

Abbey Lakes Apartments in Thomasville, Georgia, is a powerful example of how strategic real estate investing can yield impressive returns for investors. This 152-unit property was purchased for $8.6 million and is strategically located between Thomasville, GA, and Tallahassee, FL — a growing area with strong rental demand and economic development.

Just 46 months after the acquisition, Abbey Lakes was sold for $14.8 million, delivering a remarkable 106.3% total distribution to investors.

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5 Alternative Investments You Can Hold in a Self-Directed IRA (That Aren’t Stocks) 
Charlie Wessel Charlie Wessel

5 Alternative Investments You Can Hold in a Self-Directed IRA (That Aren’t Stocks) 

If you're tired of the rollercoaster ride that comes with stock market investing, you're not alone. More investors are seeking greater control and diversification, and that’s exactly what a Self-Directed IRA (SDIRA) offers. Unlike traditional IRAs, SDIRAs let you invest in a wide range of alternative, high-potential assets. Here are five powerful strategies that go beyond Wall Street. 

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Traditional vs. Alternative Investing: What’s the Difference and Why It Matters
Charlie Wessel Charlie Wessel

Traditional vs. Alternative Investing: What’s the Difference and Why It Matters

When most people think of investing, they think of the stock market. Stocks, bonds, and mutual funds have long been the go-to vehicles for growing wealth. But over the last decade, a growing number of investors, especially high-income professionals and entrepreneurs, are exploring alternatives that go beyond Wall Street.

This shift is driven by the desire for greater control, better returns, reduced volatility, and more passive income.

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Why Niche Real Estate Is Thriving in 2025: 3 Trends You Can’t Ignore
Charlie Wessel Charlie Wessel

Why Niche Real Estate Is Thriving in 2025: 3 Trends You Can’t Ignore

Real estate has long been a cornerstone for wealth-building, but in 2025, the most successful investors are looking beyond the traditional single-family homes and office spaces. Niche real estate, like medical offices, law offices near courthouses, and specialized commercial spaces, is thriving.  As someone who has spent six years navigating multifamily and niche commercial markets, I’ve seen firsthand how these opportunities offer stability and growth potential. Let’s explore three trends driving this momentum.

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