Prior to joining Hageman Capital, Xiao was a Principal at Fifth Third Securities, a regional investment banking firm, primarily focused on high-yield TIF and municipal bond transactions in the Midwest. Xiao is a graduate of Indiana University with a Bachelor of Science in Public Administration and a Master’s in Public Affairs. Xiao is civically involved in many non-profit organizations in the Central Indiana community.

He is an active member of the Penrod Society, and serves on the boards of the Center for Performing Arts, University High School of Indiana, Reach for Youth, and Carmel Clay Public Library. Xiao also serves on the finance committee for Benjamin Harrison Presidential Site.

*DISCLAIMER – We are not giving any financial advice. Please DYOR*

(00:00 – 02:02) Opening Segment

– Xiao is introduced as the guest Host
– Xiao shares something interesting about himself

(02:02 – 36:58) How does Tax Increment Financing work

– Xiao shares what kind of assets he personally invests in and why?
– Xiao also shares what exactly tax is?
– He also shares the role of Hageman Capital in the TIF space
– He shares what he is looking for if he tries to buy these bonds
– Xiao shares the risk of an investor
– Xiao shares are they coming in as debt investors or equity investors
– Also, he shares what returns he targets
– He also shares why Real estate investors and developers care about TIF
– And he shares as well how TIF beneficial
– Xiao shares also does this only work on real estate developers.
– Xiao also shares does this provides tax benefits to developers or investors
– He also shares that when a developer starts paying the interest
– Xiao shares the risks for the developers of taking this TIF

(36:58 – 44:09) Fire Round

– Xiao shares if he sees an impact on the mobile home industry
– Xiao shares his investment strategy
– Xiao also shares his favorite Finance, real estate book, or any related book
– Also Xiao shares about the website and tools that they can recommend
– Xiao’s advice to beginner investors
– Also shared how he gives back

(44:09 – 45:06) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter’s YouTube channel and you can reach out to Alpesh using this link.

 

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