Connecting Sound Economics With Experience in Real Estate

Thursday, April 1st, 2021

The CBREC will be coming together Thursday, April 1st at 6:00pm US CT with guest speaker Richard Johnson, CEO and Founder of Texture Capital Holdings, to walk us through his company’s Alternate Trading System (ATS) that utilizes blockchain technology to help connect investors and companies with private markets to raise capital and aggregate liquidity. Learn more about the event and register HERE! And, check out the show notes below! The CBREC is sponsored by Liberty Real Estate Fund.

Zoom Event:

https://zoom.us/w/92161451498?tk=iXERhd84IP7Q5tftJ0_twCRaYQkpVCLIZWlsYMboAEs.DQIAAAAVdUAl6hZUS3lqaXFEQVFBU2xfVWk3XzNKQjVRAAAAAAAAAAAAAAAAAAAAAAAAAAAA

RICHARD JOHNSON – CEO & FOUNDER OF TEXTURE CAPITAL HOLDINGS

Richard founded Texture Capital in 2019 to take advantage of the emerging opportunities in the digital securities space. Today the firm is one of the leading digital securities broker dealers, focused on leveraging blockchain technology to improve the market structure of capital markets.

Richard is a seasoned entrepreneur and accomplished securities industry executive having held several leadership roles at the forefront of finance and technology, have held senior positions at Societe Generale, Greenwich Associates, Liquidnet and ITG. Richard is a pioneer and thought-leader in electronic trading; former consultant to large organizations on equity market structure, blockchain and cryptocurrency and FinTech.

Find Texture Capital Holdings:

Thursday, January 21st, 2020

Join the CBREC Thursday, January 21st at 10:00am US CT with guest speaker Brian Elders, Partner at Black Manta Capital Partners, as he takes us through his company’s multi-STO platform that aims to set a global standard for Security Token Offerings (STO). Learn more about the event HERE! The CBREC is sponsored by Liberty Real Estate Fund.

Watch the Event:

BRIAN ELDERS – PARTNER AT BLACK MANTA

Brian is a Partner as Black Manta with a long track record as a leader in international financial and professional services  based in Ireland, Poland, Hungary, Singapore and Hong Kong. He has a degree in Business and Law and qualifications in accounting, treasury and quant finance. Brian is a great believer in innovation and passionate about the impact blockchain and digital assets can have in global finance.

Outside of work, Brian has a great little family and, if there is any time left in the day, he indulges in watching and playing all sorts of sports, including soccer, darts, skiing and marathon runs.

Timestamped Shownotes:

04:02 – Host of CBREC Adam Carswell introduces Brian Elders, Partner at Black Manta Capital Partners (Black Manta), and his experience in global finance and more recently blockchain tokenization 

09:07 – What services does Black Manta provide for its clients?

09:57 – What is the trend following Security Token Offerings (STOs) and blockchain technology?

10:42 – How is Black Manta unique compared to other multi-STO platforms?

12:23 – What investment partners does Black Manta work with and aim to work with in the future?

13:16 – What does Black Manta’s STO process look like from the company’s perspective?

14:15 – What does Black Manta’s STO process look like from the investor’s perspective?

15:29 – How does Black Manta’s AML and KYC processes ensure the security of retail real estate investments? 

17:52 – How does Black Manta have investors transfer their digital wallet data that holds the Security Tokens?

19:49 – What kind of businesses does Black Manta currently work with? 

20:30 – How does Black Manta see the company growing into a larger marketplace, especially with commercial real estate?

21:22 – What are the opportunities and challenges Black Manta faces working with Real Estate?

22:52 – What advantages does Black Manta offer to investors and real estate owners?

24:56 – Brian shares a Black Manta case study of a residential real estate investment in Berlin 

27:40 – What are some challenges Black Manta has experienced with investments and partners?

30:02 – What does a custodian, like a bank or asset manager, do for STO buying and selling?

31:23 – How does the US compare with Europe and Asia in the Security Token space?

38:58 – Where does Brian estimate the growth of the STO market going in the next 5 years?

34:44 – What feedback from investors has Black Manta receiving regarding the ease of investing digitally with security tokens and STOs?

40:12 – Where is most of Black Manta’s investor demand currently coming from?

41:29 – How does Black Manta educate investors about combining real retail real estate investments with blockchain technology?

42:48 – What platforms did Black Manta use for marketing the Berlin investment?

44:47 – Does Black Manta offer Application Programming Interfaces (APIs) to third party companies?

45:52 – What tokenization platforms does Black Manta have experience with?

38:58 – Jason Ricks, COO of Liberty Real Estate Fund LLC (Liberty), shares updates on Liberty’s launch and new Triple Net leasing (NNN) webinar

3 Key Points:

  1. Increased liquidity  and security of Real Assets with Security Tokens 
  2. Efficiency and Security of Real Estate Tokenization for investors
  3. Benefits of bringing Real Estate on the Blockchain

Find Black Manta Capital Partners:

Thursday, December 17th, 2020

Join us Thursday, December 17 at 6:00pm CT with guest speaker Dalton Skach, CEO at Gold Gate, as he takes us through how his company converts ultra-luxury residential real estate into digital assets for investors worldwide to trade in its global real estate marketplace. Learn more about the event HERE! The CBREC is sponsored by Liberty Real Estate Fund.

Watch the Event:

Timestamped Shownotes:

00:32 – Michael Flight, CEO of Liberty Real Estate Fund LLC (Liberty), shares updates on Liberty’s launch and new Triple Net leasing (NNN) webinar 

04:20 – Host of CBREC Adam Carswell introduces Dalton Skach, CEO at Gold Gate 

06:40 – How did blockchain technology inspire Dalton Skach, CEO of Gold Gate, to expand Gold Gate’s online ultra-luxury real estate marketplace?

08:33 – What is Gold Gate and how does it utilize Security Tokens to offer luxury home investments to people worldwide?

11:01 – What investment opportunities does Gold Gate offer by tokenizing its assets on the Blockchain?

11:30 – How does Gold Gate use blockchain technology to manage investors’ real estate and ease any property management burdens? 

14:03 – What are the ideal investors for Gold Gate’s luxury real estate investments?

15:54 – Why is the global real estate market easily scalable to benefit investors?

16:24 – How does Gold Gate ensure the credibility of the real estate investments ?

17:49 – What is Gold Gate’s process of property acquisition?

20:46 – How do investors buy and/or sell shares of a Gold Gate real estate investment opportunity?

21:52 – What are the benefits of bringing Gold Gate’s luxury real estate opportunities on the blockchain now?

22:14 – What are Gold Gate’s advantages compared to its competitors in the blockchain and real estate industries?

24:30 – What are Gold Gate’s current and future prospects for real estate investing?

26:42 – How can Gold Gate use loans backed by its security tokens in the future for private investors?

30:54 – What has Gold Gate’s experience been like launching its luxury real estate investing marketplace?

32:40 – What is a Serviceable Addressable Market (SAM) and what exchanges and broker dealers is Gold Gate utilizing?

34:42 – How will Gold Gate assess the market value and appreciation of real estate properties? 

36:00 – How can investors get lawyers or accountants to advise on tokenized real estate investments? 

38:58 – How can Gold Gate offer investments without broker- dealer fees paid by investors? 

40:06 – Who are Dalton Skach’s business partners at Gold Gate? 

40:06 – What are the advantages of offering luxury real estate properties backed by security tokens for international investors?

3 Key Points:

  1. Benefits of bringing Real Estate on the Blockchain
  2. Efficiency and Flexibility of Real Estate Tokenization for investors
  3. Increased liquidity  and security of Real Assets with Security Tokens 

DALTON SKACH – CEO AT GOLD GATE

Dalton Skach is a successful real estate entrepreneur based in the United States. He attended the University of Colorado Boulder where he received his degree in entrepreneurship and real estate in 2016. Six months after graduating, Dalton started his own commercial real estate consulting business where he sourced $250M+ worth of off-market commercial real estate opportunities all over the United States for REITs, private equity groups, and institutional investors. While sourcing and underwriting these opportunities, Dalton worked remotely while he traveled to 35+ countries all over the world.

In May 2020, Dalton made a pivot and decided to enter the private equity industry himself. Since then, Dalton has gone on to build a financial technology platform capable of converting ultra-luxury residential real estate from around the world into a digital asset where high net worth individuals, family offices, and foreign investors can acquire fractional ownership and trade freely through Gold Gate’s exclusive secondary marketplace. It is a fractional ownership model where one share equals one month, and each share is priced differently. There are very few companies that have already entered the digital asset space for real estate investments. However, there is no one that has created a platform and business like the one being built today by Dalton and his team at Gold Gate.

Find Gold Gate:

Tuesday, November 24th, 2020

Join CBREC on Tuesday, November 24 at 6:00pm CT with guest speaker Mian Mohsin Masud, Founder and Chief Executive Officer of Tokenism, as he explains his tokenization process with dual and three token blockchain technology. Learn more about the event HERE! The CBREC is sponsored by Liberty Real Estate Fund.

Watch the Event:

Timestamped Shownotes:

01:15 – Michael Flight, CEO of Liberty Real Estate Fund LLC, shares how he met the guest speaker, Mohsin Masud 

01:55 – Host of CBREC Adam Carswell introduces Mohsin Masud, Founder & CEO of Tokenism

04:47 – How did blockchain technology inspire Mohsin Masud, CEO of Tokenism, to create Tokenism ?

06:02 – What is Tokenism and how does it bring real estate on the Blockchain?

07:28 – What kinds of properties does Tokenism offer security tokens for to invest in?

08:07 – How does Tokenism tokenize real estate investment opportunities with security tokens? 

09:17 – What are the benefits of tokenized assets?

09:26 – What is Tokenism’s dual token and three token technology and how is it used?

10:18 – What challenges does Tokenism address for the tokenization of the real estate investments?

13:13 – What are the advantages of tokenizing real estate properties for investors with Tokenism?

15:36 – What is Tokenism’s process of tokenizing hard assets?

18:09 – How does Tokenism incorporate capital management for their investors?

19:49 – Do people have to be accredited investors to invest in security tokens?

21:41 – Do US investors have to endure a lockup period for their investments in Tokenism?

23:02 – Can Tokenism’s investors trade their security tokens on other platforms?

24:23 – What are Cap Tables?

25:26 – What are the benefits of Tokenism’s capital management of their investors’ deals?

26:11 – Mohsin Masud, CEO of Tokenism, gives an example of one of Tokenism’s security token investments on a small real estate property

29:24 – What are Tokenism’s ideal investors and asset owners for their security token investments? 

31:13 – What are Tokenism’s goals for their launch in Q1 of 2021? 

32:44 – What types of real estate assets is Tokenism looking to tokenize? 

34:44 – How can people get in contact with and/or become an investor in Tokenism?

3 Key Points:

  1. Benefits of bringing Real Estate on the Blockchain
  2. Efficiency and Flexibility of Real Estate Tokenization for investors
  3. Increased liquidity  and security of Real Assets with Security Tokens

MIAN MOHSIN MASUD – FOUNDER & CEO OF TOKENISM

Mohsin is the CEO & founder of Tokenism, a real estate Investment platform working towards democratizing commercial real estate investments.  He is an expert in real estate development & tokenomics specifically utilizing dual and three token blockchain architecture for the tokenization of real world assets.

Mohsin has over a decade of experience in Real estate investments, development & having run a successful Investment company.  He has studied at York University, Harvard Business School, Graduate school of Design at Harvard University and most recently at Said Business School at University of Oxford with a focus on finance, real estate development, urban design & blockchain.

Find Tokenism:

Thursday, October 29th, 2020

Join CBREC on Thursday, October 29 at 6:00pm CT with guest speaker Baxter Hines, Co-Founder and Chief Investment Officer of Honeycomb Digital Investments as he dives into the details of his new book “Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain.” Join the event HERE!

Watch the Event:

Timestamped Shownotes:

00:59 – Jason Ricks, co-founder and COO of Liberty Real Estate Fund, and host of CBREC Adam Carswell update listeners on Liberty Real Estate Fund’s happenings and introduce the event’s topic

06:33 – Host Adam Carswell introduces Baxter Hines, Co-Founder and CEO of Honeycomb Digital Investments and author of “Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain”

10:17 – What is Baxter Hines’ new book about with Digital Securities?

13:28 –  What is a Security Token?

14:53 – How has blockchain technology evolved over the years to benefit investors by digitizing ownership?

15:34 – Baxter Hines, author of “Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain,” gives an example of Security Tokenization that allows for trading, tracking, and monitoring of assets with the speed of Blockchain

20:05 – How do Security Tokens maximize profits for investors with less middlemen involved?

20:55 – How does the tokenization of assets increase efficiency and liquidity for investors? 

22:02 – How is tokenization revolutionizing the store of value for assets?

22:56 – How does blockchain technology protect investors’ privacy?

23:40 – What are the steps for tokenizing assets on the Blockchain?

24:14 – What is a news case of the tokenization of assets for a business?

25:57 – What are Smart Contracts and how do they work? 

27:40 – What is a real-world example of a Smart Contract?

31:04 – What are the benefits of Security Tokens?

31:58 – How are Security Tokens going to revolutionize Real Estate by bringing it on the Blockchain?

32:54 – How does Tokenization significantly reduce the time to market a mortgage? 

33:47 – How do Security Tokens expand the interoperability of assets efficiently?

36:27 – What are the main challenges of getting involved in blockchain technology?

40:06 – Why should Smart Contracts become more regulated in the future?

41:31 – What is Baxter Hines’ experience with SD26 Token?

44:44 – What three sectors does Baxter Hines see as getting affected the most by blockchain technology?

3 Key Points:

  1. Efficiency of Real Estate Tokenization
  2. Benefits of Digital Securities 
  3. Liquidity of Real Estate on the Blockchain

BAXTER HINES – CO-FOUNDER & CEO OF HONEYCOMB DIGITlL INVESTMENTS

Baxter Hines, CFA, is managing partner with Honeycomb Digital Investments. He co-founded the firm in 2020 to provide income producing solutions for clients. His firm manages portfolios consisting of traditional assets, security tokens and digital assets.

Mr. Hines was a managing director, portfolio manager and co-lead for several internationally focused value strategies during his 12 years with NFJ Investment Group, a wholly owned subsidiary of Allianz Global Investors. Prior to his time with NFJ, he was an analyst with the Teacher Retirement Systems of Texas and worked as financial systems specialist for Reuters. He holds a Bachelor’s Degree in economics from the University of Virginia and an MBA in finance from the University of Texas. His investment philosophy and market outlook have been profiled in several financial publications including Barron’s and The Wall Street Journal.  Mr. Hines holds the Chartered Financial Analyst designation and is a member of the CFA Society of Dallas.

About His Book:

Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain examines how blockchain technology – and specifically security tokens – will overhaul the existing infrastructure of the financial services industry to increase efficiency, transparency, and security.

Upcoming Book: “Digital Finance: Security Tokens and Unlocking the Real Potential of Blockchain”

On Thursday, October 8, 2020 the CBREC joined together with Benjamin Tsai, president of Wave Financial, who explained how they tokenized a $20 Million fund with whiskey as the asset. Ben gives a holistic look at the process of not only tokenizing a whiskey fund with blockchain-based security tokens, but also making the Wilderness Trail whiskey investors can capitalize on. The CBREC is sponsored by Liberty Real Estate Fund.

Watch the Event:

Timestamped Shownotes:

01:15 – Michael Flight, CEO of Liberty Real Estate Fund LLC, gives an update on Liberty Fund’s progress 

02:32 – Host of CBREC Adam Carswell introduces Benjamin Tsai, President of Wave Financial

03:50 – How and why did Wave Financial decide to tokenize a whiskey fund?

08:55 –  What were the projected returns of the tokenized whiskey fund?

12:16 – What is the biggest risk of the tokenization of the whiskey fund and how did Wave Financial address this?

13:29 – What is the process of making Wilderness Trail Whiskey? 

15:52 –  What is the buying and selling process for the hard asset Whiskey being tokenized?

16:17 – What are the potential buyers in the market for the whiskey fund?

18:40 – What are the largest international commodities markets for whiskey?

19:40 – What is the timeline for selling the whiskey fund to maximize profits for investors?

20:42 – How do security tokens add liquidity to the hard assets and generate wealth?

22:26 – Why wait to tokenize the whiskey fund after the first year?

25:10 – How does tokenization increase the security of investments on the Blockchain?

25:38 – How do investors’s dividends increase with blockchain technology for digitized assets?

30:44 – What is a Private Equity (PE) Fund?

31:18 – What is the Singapore “sandbox”?

34:31 – How are investors joining a private equity fund when investing in security tokens?

37:07 – What is the difference in managing a security token fund versus a private equity offering?

40:01 – How is the China market developing for blockchain technology?

42:10 – What were the biggest challenges Ben Tsai of Wave Financial had to face setting up the tokenized whiskey fund? 

3 Key Points:

  1. Benefits of Digital Securities 
  2. Efficiency of Real Estate Tokenization
  3. Increased liquidity of Real Assets with Security Tokens

BENJAMIN TSAI – PRESIDENT OF WAVE FINANCIAL

Benjamin Tsai is an entrepreneur and financier in startup and real estate with 15 years of experience developing global investment solutions across Asian client segments. He is the president and managing partner of Wave Financial, which offers venture investment, crypto-treasury management, and services for digital asset management. Wave Financial (formerly known as Genesis Holdings) is also the parent company of Wavemaker Genesis, a new cryptocurrency venture fund.

On Thursday, September 17, 2020 the Chicago Blockchain Real Estate Collective hosted its seventh informational meeting with guest speaker Laurent F. Chemla, CEO for Estatoken and Serial Digital Tech Entrepreneur, joining us from Paris to go through a live case study on the La Estancia (LAEST) Security Token. For more information on the event, go HERE! The CBREC is sponsored by Liberty Real Estate Fund.

Watch the Event:

Timestamped Shownotes:

01:15 – Michael Flight, CEO of Liberty Real Estate Fund, shares how CBREC connected with guest speaker Laurent Chelma

02:17 – Host of CBREC Adam Carswell introduces Laurent Chelma, CEO of Estatoken

03:56 – Laurent Chelma, CEO of Estatoken, shares his journey that led him to blockchain technology and La Estancia Holdings LTD.

05:49 – What is Estatoken and how are they aligning real estate investments with investors around the world?

07:34 – What is the market opportunity for the tokenization of real estate? 

08:41 – What is Real Estate Assets Tokenization and its benefits to investors?

09:33 – What are Security Tokens?

09:44 – What are the differences between Security Tokens and Utility Tokens?

10:58 – What is La Estancia Holdings LTD (LAEST)?

14:49 – What are the benefits of La Estancia as a Digital Securities Offering? 

15:40 – Who are the tenants of La Estancia and why choose this location for the tokenized real estate?

16:58 – What are the main benefits of LAEST Security Token investments?

17:50 – What are the hard assets included in LAEST’s latest Security Token?

18:03 – What is the holding structure of La Estancia’s security token offerings for investors?

19:31 – What is Securitize and how does it help the security tokens maintain compliance throughout its lifetime? 

21:27 – What is the three-part digital asset strategy for La Estancia’s real estate investment opportunity?

23:36 – What is next for Estatoken with Real Estate on the Blockchain?

26:14 – Are there hybrid models of Security Tokens and Utility Tokens?

31:32 – How did Laurent Chemla find La Estancia to create the tokenized real estate investment?

35:19 – What were the biggest challenges of the onboarding process and security token platforms?

41:45 – Why are broker dealers necessary to conduct business in the regulatory environment of security tokens?

43:07 – Where does Laurent Chelma, CEO of Estatoken, project liquidity to come from for the tokenization of real estate?

46:46 – Why are the benefits of security tokens over REITs?

3 Key Points:

  1. Benefits of Digital Securities 
  2. Efficiency of Real Estate Tokenization
  3. Liquidity of Real Estate on the Blockchain

LAURENT CHELMA – CEO OF ESTATOKEN

Laurent Chemla is a serial entrepreneur and investor with more than 25 years of experience building and managing successful companies in the digital space. He is the co-founder and Chairman of Reel Deal Group, the first B2B digital marketplace for trading TV and Film Rights and Reel Track a blockchain-based decentralized universal registry for the audiovisual industry.

As CEO of Estatoken, a full-service marketing firm focused on Real Estate Digital Securities Offerings, he pioneered the tokenization of La Estancia Golf Resort located in The Dominican Republic.

He sits on the board of StangaOne1 a leading offshore digital production center with +280 employees based in Sofia, Bulgaria with offices in Serbia, London and Paris.

Laurent has been featured in multiple publications and been speaker at MIPCOM, the Security Token Academy, the TV of Tomorrow, Online Advertising & Jupiter events and at the Cannes Cyber Lions.

Find Estatetoken:

Estatoken provides the essential guidance, services and technology required to capitalize on Real Estate Investment Vehicles via Digital Securities Offerings (DSOs), also known as Security Token Offerings (STOs).

On Thursday, August 27, 2020 the Chicago Blockchain Real Estate Collective hosted its sixth informational meeting on Security Tokens and Token Assetization with guest speaker Jamie H. Finn. Jamie gave an excellent history of stocks, bonds and securities trading and then demonstrated why blockchain based Digital Assets are superior to the existing state of the industry.

We want to thank Jamie Finn for sharing his knowledge with the Chicago Blockchain Real Estate Collective Meetup audience last night.  It is an exceptional of existing markets and why digital assets are better was exceptional!  Check out the replay where Jamie shows how easy it is to make a trade and the future benefits of real estate tokenization.

Adam Carswell and Michael Flight brought a little humour at the start explaining their real estate on the blockchain adventures. The CBREC is sponsored by Liberty Real Estate Fund.

Watch the Event:

JAMIE FINN – CO-FOUNDER & PRESIDENT AT SECURITIZE

Jamie Finn is the Co-Founder and President of Securitize, Inc., the leading platform for issuing digital securities. Jamie has a background as both an operating entrepreneur and corporate executive with over 20 years experience.  Jamie is both an exceptional technology entrepreneur and an innovative executive pairing a global vision with excellent tactical execution.

Prior to Securitize, Jamie worked at Telefonica, o2, Ericsson, and more recently AT&T in Big Data Product Innovation, as well as startups including Kontera, A.Ki, Thumbplay, Zingy, and others in a variety of senior roles. He has participated in over $700M worth of transactions on the buy and sell side in Tech M&A over the course of his career. Jamie earned a Bachelor of Science in Business Management from Babson College.

Find Securitize:

Find spice:

Timestamped Shownotes:

01:57 – Michael Flight, founding Partner and CEO of Liberty Real Estate Fund LLC, introduces himself and his journey into Real Estate on the Blockchain 

06:58 – Michael Flight’s epiphany moment when discovering the advantages of Real Estate Tokenization  

13:31 – What are the benefits of Real Estate Investments with Security Tokens?

14:31 – Adam Carswell of Liberty Real Estate Fund LLC introduces Jamie Finn, President and Co-Founder of Securitize 

16:04 – What is yield farming on the blockchain?

17:28 – Jamie Finn, president of Securitize, introduces the company and how they help their investors

19:20 – Evolution of digital assets and benefits of blockchain technology for investing 

23:27 – Higher Safety and Security of digital asset investment versus cryptocurrency 

24:05 – Transparency and Liquidity of Digital Assets

24:49 – How do digital securities save you time?

28:00 – How does Real Estate on the Blockchain enable liquidity?

30:09 – Why are Real Estate investors attracted to Digital Assets of Net Lease investments?

37:43 – Where is most of the liquidity coming from in the digital marketplace?

41:08 – What are the advantages of being a first-mover on the blockchain for real estate investments?

43:11 – How is a peer-to-peer digital securities trade executed?

3 Key Points:

  1. Benefits of Digital Securities 
  2. Efficiency of Real Estate Tokenization
  3. Liquidity of Real Estate on the Blockchain

On Thursday, July 30, 2020 the Chicago Blockchain Real Estate Collective hosted its fifth informational meeting on Security Tokens and Token Assetization with guest speaker Adam Blumberg. Adam gives a live whiteboard presentation on the different types of digital assets and the advantages of security token assetization. Founding Partner of Liberty Real Estate Fund Jason Ricks also shares his journey into the world of security tokens and blockchain technology for real estate investments.

Timestamped Shownotes:
02:30 – Jason Ricks, founding partner of Liberty Real Estate Fund LLC, introduces himself and his journey into Blockchain
05:52 – Jason Ricks’s epiphany moment when discovering the advantages of security tokens
10:03 – What investments Jason Ricks has and focuses on in the security token world
11:35 – Adam Carswell of Liberty Real Estate Fund LLC introduces Adam Blumberg, co-founder of Interaxis
14:06 – Creation of Bitcoin and the disintermediation of investing
14:51 – Benefits and drawbacks of non-liquid assets like real estate investments (non-correlation)
16:23 – How blockchain technology brings liquidity to real estate
19:32 – Why security tokens are delayed for real estate investments
23:43 – Advantages of security token assetization for international investing
27:08 – How a security token fund creates liquidity for investors
31:43 – Transparency of security tokens
34:32 – What is DEFI (Decentralized Finance) and how does it open up ‘trustless’ investing?
44:41 – How do you control the volatility of token investing and trading?
48:14 – What is an ERC-721 token?
3 Key Points:
1. Liquidization of real assets with security tokens
2. Transparency of security tokens
3. DEFI increases flexibility of security token investments

ADAM BLUMBERG – CFP ®, CLU ®

Adam is a Certified Financial Planner and Registered Investment Advisor in Texas.  He has been in the Financial Services industry since early 2009 – starting with an insurance broker/dealer.  In 2014, Adam and his partner Ron Dixon founded Chart Wealth Management to create financial independence for clients. In 2017, Adam and Ron jumped into  cryptocurrency – first Bitcoin and Ether, and later in Alt-coin trading.  Adam has learned along the way about why cryptocurrencies exist and has spent immense time researching and learning Blockchain technology.

In early 2019, with the growth of Decentralized Finance and Security Tokens, Adam and Ron started speaking at conferences, as some of the only Financial Advisors to understand the space, and the ramifications of Blockchain and DeFi. Interaxis is a company focused on education and adoption of Decentralized Finance and Blockchain Technologies.

Adam lives in Houston (for now) with his family.  He is a graduate of The University of Texas at Austin with a degree in Finance and Honors Business.

Find Interaxis:

Twitter:  https://twitter.com/Interaxis8

The INTERAXIS Podcast:  https://www.buzzsprout.com/695428

The INTERAXIS YouTube Channel:  https://www.youtube.com/c/Interaxis/featured

For future meetings and more information on the Chicago Blockchain Real Estate Collective go HERE.

For future meetings and more information on the Chicago Blockchain Real Estate Collective go HERE.

The CHICAGO BLOCKCHAIN REAL ESTATE COLLECTIVE (CBREC) is a meetup for finance professionals, technologists, researchers, software developers, engineers, entrepreneurs and relevant real estate stakeholders interested in understanding applications of blockchain, distributed ledger, smart contracts, security tokens, and asset tokenization for commercial and residential real estate.

Contact us here for suggestions on topics or speakers: 

On Thursday, July 9, 2020, the Chicago Blockchain Real Estate Collective hosted its fourth informational meeting with guest speaker Kyle Sonlin on Security Token Offerings, breaking down token platform technology and secondary trading markets. The CBREC is sponsored by Liberty Real Estate Fund.

Watch the event:

Timestamped Shownotes:
00:55 – Concordia’s Adam Carswell introduces his journey into real estate, Liberland and blockchain technology
08:11 – Concordia’s Michael Flight, CEO of LibertyFund, explains how he found his way to security token offerings (STOs) with net lease real estate investments
12:38 – Adam Carswell introduces Kyle Sonlin, founding partner of Security Tokens Group and CEO of Security Token Market
16:08 – Differences blockchain technology between security tokens and cryptocurrency
19:38 – What is the difference between an ICO and an STO?
27:14 – What are the most comprehensive security token platforms and secondary trading markets?
30:24 – Why is real estate very appealing to STO investors and the marketplace?
34:02 – How do STOs for net lease real estate generate immediate income and dividends?
37:17 – Flexibility and globalization of real estate STO funds
39:14 – How can you leverage STOs with other investments or assets?
40:21 – Where is the most liquidity coming from for STOs in the marketplace currently?
43:07 – What type of tools do you leverage for STOs?
3 Key Points:
1. Understanding a security token
2. Benefits STOs for real estate
3. Leveraging STOs

Kyle Sonlin, co-host of the Security Token Show

Kyle is an entrepreneur, advisor, and investor who primarily works in the blockchain industry using his knowledge and experience to consult in investments and specialize in merchant banking for Security Token offerings (STOs). Kyle is also a founding partner of Security Token Group, CEO at Security Token Market, a listing website for STOs from all around the world. He also hosts a podcast called the Security Token Show on which he discusses security token news, developments, and innovations.

The Security Token Show is THE PREMIER Security Token podcast.  You will get information on news, regulatory announcements and most importantly

The replay is also available as a podcast on Adam Carswell’s “Dream Chasers – Interviews With The Future” podcast.

For future meetings and more information on the Chicago Blockchain Real Estate Collective go HERE.

On June 18th, 2020 the Chicago Blockchain Real Estate Collective hosted its third informational meeting on Security Tokens and Token Assetization with guest speaker Tyler Harttraft. Tyler presents on the problems with traditional financing methods, the solution that digital securities offer, and a case study of a digital security offering in action. Liberty Real Estate Fund’s Jordan Steck also presents on what a Security Token is and the 9 major benefits of Security Token Offerings (STOs). Watch the full meetup HERE.View the first, introductory meeting of the Chicago Blockchain Collective HERE, and the second meeting on the changing state of real estate with blockchain technology HERE.

Watch the Event:

Timestamped Shownotes:
03:04 – Jordan Steck of LibertyFund explains what a security token is and its ‘9 commandments’
05:29 – Flexibility of security tokens and regulation of Smart Contracts
07:10 – Transparency of security tokens
11:35 – Adam Carswell of Concordia Realty and LibertyFund introduces Tyler Harttraft of Bull Blockchain Law, LLC
15:12 – What is a digital security?
16:35 – What are the problems with traditional real estate financing?
19:50 – What solutions do digital securities offerings (DSOs) have with blockchain technology?
21:50 – Lifecycle of a DSO
23:58 – Considerations of structuring a DSO for net lease real estate
26:27 – Regulatory considerations of DSOs
29:18 – Who are the involved parties in a DSO and what do they do?
30:53 – Case study of a DSO (real example of business deal for La Estancia)
3 Key Points:
1. Understanding a security token
2. Understanding a digital securities offering (DSO)
3. Regulatory considerations of a DSO for net lease real estate

TYLER HARTTRAFT – JD BULL BLOCKCHAIN LAW, LLC

Tyler is a Securities, Digital Assets, and Blockchain Attorney who advises businesses on key legal issues concerning corporate matters, capital markets regulations and fundraising compliance, and intellectual property protection and licensing.  As an advisor to founders, investors, and startups, Tyler has worked closely with companies on security token offerings (STOs), Anti Money Laundering/Know Your Customer (AML/KYC) compliance, broker-dealer compliance, digital asset fund formation, investor due diligence, and a wide range of other legal matters to help entrepreneurs launch and grow successful businesses. He also publishes articles analyzing recent SEC enforcement actions and other regulatory developments regarding cryptocurrency and blockchain companies.

Tyler received his Juris Doctor from Thomas R. Kline School of Law at Drexel University where he focused on corporate and intellectual property law. Harttraft was a law clerk in the intellectual property group at Eckert Seamans Cherin & Mellot, LLC from January through June 2017. He is an active member of the ABA’s Trademarks and the Internet Committee and the Philadelphia Ethereum Community, as well as an author on topics concerning emerging technologies and developments in intellectual property law. Prior to law school, Harttraft earned a B.A. in communication arts and sciences from Pennsylvania State University.  www.bullblockchainlaw.com

View the event details and join the conversation HERE.

The replay is also available as a podcast on Adam Carswell’s “Dream Chasers – Interviews With The Future” podcast titled Security Tokens & Tokenizing Assets – June 18, 2020

The replay is also available as a podcast on Adam Carswell’s “Dream Chasers – Interviews With The Future” podcast

For future meetings and more information on the Chicago Blockchain Real Estate Collective go HERE.

On May 21st, 2020 the Chicago Blockchain Real Estate Collective hosted its second informational meeting on the changing state of real estate with blockchain technology with guest speaker Daniela Ghertovici. Daniela presents on how to design real estate  and urban developments utilizing blockchain technology moving forward in a free market community. Liberty Real Estate Fund’s Sam Halawi also shares a recap on ConsenSys Conference 2020, one of the leading blockchain and cryptocurrency conferences, and the outlook on this innovative technology. Watch the full meetup HERE. View the first, introductory meeting of the Chicago Blockchain Collective HERE.

See a full recap on blockchain and watch for new Chicago Blockchain Real Estate Meetup events HERE.

Watch the event

Timestamped Shownotes:
03:24 – Sam Halawi of Liberty Real Estate Fund shares key takeaways from the ConsenSys Conference 2020
05:42 – What do the increased regulations by the SEC mean for blockchain technology and security tokens?
07:05 – Why are investors moving to security tokens from ICOs?
10:49 – Concordia’s Adam Carswell introduces Daniela Ghertovici of Archagenda, LLC
14:20 – How have times of crisis affected real estate development?
19:18 – What is the Liberland Global Design Competition 2020?
20:07 – What is Liberland?
26:36 – What makes free private cities?
31:05 – How are free societies and blockchain technology restricted by regulations?
35:41 – How is blockchain technology a new class of mass media?
43:24 – How has blockchain moved into virtual reality?
49:53 – What is full blockchain governance?
3 Key Points:
1. How blockchain technology is a form mass media
2. Advantages and disadvantages of regulations on blockchain technology
3. Understanding a free private city

DANIELA GHERTOVICI – FOUNDER & DIRECTOR OF ARCHAGENDA, LLC

Daniela is an Architect, Researcher, Educator, and Scholar, with over 25 years of international experience as an architectural designer and technologist in complex mixed-use urban developments, such as Burj Khalifa in Dubai and Shanghai North Bund White Magnolia Plaza.   Daniela is the founding director of ArchAgenda LLC, a research-based architectural and computational design lab, which aims to advance and promote a new agenda of radical innovation for 21st century architecture and design, known as parametricism. ArchAgenda’s mission is to proliferate cutting edge innovation in global architecture.

On Thursday, April 30, 2020 the Chicago Blockchain Real Estate Collective hosted an informative introductory meeting on the rapidly changing state of technology crashing into the staid world of real estate finance and investment.  Items discussed were Security Tokens, Hard Asset Tokenization,  Democratization of Investing, Transparency, Smart Contract Technology, Process Automation, Access To Global Pools of Capital, Foreign Investment in US Real Estate Markets, Asset Allocation, Liquidity, Access

The Zoom conference helped us chart the course for additional meetings.

Watch the event:

Timestamped Shownotes:
01:55 – Michael Flight, founding partner of Concordia Realty and CEO of LibertyFund, explains his journey from retail real estate into blockchain technology and security tokens
06:50 – Sam Halawi of LibertyFund introduces himself and his path into blockchain technology for real estate offerings
10:29 – Excitement behind bringing blockchain to real estate assets and increasing liquidity
12:12 – Flexibility blockchain technology brings to net lease real estate investing
14:40 – Digitization of Triple Net (NNN) investments opens untapped potential of real estate
17:23 – Biggest skill going into blockchain
18:12 – What to research when investing with blockchain and security tokens
19:55 – What are some good resources to learn about security tokens and blockchain technology for real estate?
24:07 – What does digitizing assets do for disintermediation?
26:15 – What is the projection for LibertyFund offerings?
3 Key Points:
1. Benefits of digitizing real estate investments
2. Understanding blockchain technology
3. Understanding real estate assets in the blockchain

The replay is also available as a podcast on Adam Carswell’s “Dream Chasers – Interviews With The Future” podcast Blockchain is Going to Revolutionize Real Estate Investment and Debt – May 1, 2020

For future meetings and more information on the Chicago Blockchain Real Estate Collective go HERE.

For more information or to arrange a meeting, contact us today at:

DISCLOSURES, LEGAL AND TAX COUNSEL: Concordia Realty Corporation, Concordia Equity Partners LLC, Concordia Realty Management,Inc. (collectively “Concordia Realty”) and their affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction or undertaking. Concordia Realty highly encourages individuals and investors to seek the counsel of a qualified attorney as well as seek the counsel of a tax professional or Certified Public Accountant (CPA) to determine if there are any potential tax liabilities or consequences as the result of anything contained herein.  NO GUARANTEE: All users of this website should understand there are NO GUARANTEES of any success, outcome or profitability of any transaction or undertaking, expressed or implied by Concordia Realty or any of its members, shareholders, officers or affiliates and will NOT be liable for any financial or other losses or damages incurred as a result of any undertaking. Go HERE to view complete DISCLOSURES.