Learn how to evaluate REITs with real data in the second part of our three-part series. In this presentation, Rosch Wadera from Upside Avenue will demonstrate how to use data from an actual public REIT and go through the steps and information you need to evaluate the performance and investment strategy of a real REIT, whether it is private or publicly-traded. You will leave with a better understanding of how to assess what REITs are worth your investment.
We’ll also hear from Next Generation’s Erica Figueiredo, who will touch on how private REITs can be included as an investment within a tax-advantaged retirement vehicle, like a self-directed IRA, and why these accounts make for a unique retirement and wealth building strategy.
Erica has been on the sales and marketing team at Next Generation for four years. In her role, she oversees marketing strategy and execution across multiple channels. such as email, the website and social media. She also supports the sales team with events and conferences planning, creating and presenting educational content, and new client onboarding.
Erica has a diverse professional background, including retail, customer service, and even early childhood education. She considers herself a "people person." which allows her to understand the needs and pain-points of many different audiences and deliver uniquely personal buyer experiences. She holds a B.A. in Communication Studies from Kean University.
As Director of Investor Relations, Rosch is responsible for financial reporting, SEC compliance, and capital raising while serving as a steward to the REIT’s shareholders.
With almost a decade of experience across investment banking and real estate development, Rosch provides a wide range of expertise in financial modeling, portfolio management, and investor relations.
His previous experience includes prefabricated building projects for government agencies such as the City of Austin, leading an investment syndicate focused on single-family residential properties and publicly-traded REITs, as well as investment banking transactions in the oil & gas industry. In his free time, Rosch enjoys working as a KIPP Substitute Teacher.
Rosch holds a Bachelor of Business Administration, with concentrations in accounting and finance, from the University of Texas at Austin.