• Ο νέος υπουργός Εσωτερικών Τάκης Θεοδωρικάκος επανέφερε το θέμα της ψήφου των απόδημων Ελλήνων του Εξωτερικού

    Ο νέος υπουργός Εσωτερικών Τάκης Θεοδωρικάκος επανέφερε το θέμα της ψήφου των απόδημων Ελλήνων του Εξωτερικού

  • Ορκίστηκε η νέα κυβέρνηση Μητσοτάκη - Ποια η σύνθεσή της  και ποια η ιεραρχία των υπουργείων

    Ορκίστηκε η νέα κυβέρνηση Μητσοτάκη - Ποια η σύνθεσή της και ποια η ιεραρχία των υπουργείων

  • FΤ και Bloomberg: Σαρωτική εκλογική νίκη της Κεντροδεξιάς στην Ελλάδα

    FΤ και Bloomberg: Σαρωτική εκλογική νίκη της Κεντροδεξιάς στην Ελλάδα

  • Κυριάκος Μητσοτάκης: Από τα πρώτα Νομοσχέδια η ψήφος των Αποδήμων

    Κυριάκος Μητσοτάκης: Από τα πρώτα Νομοσχέδια η ψήφος των Αποδήμων

  • Greek Elections 2019, and the global Greek diaspora seeks more say in Greece’s economic development

    Greek Elections 2019, and the global Greek diaspora seeks more say in Greece’s economic development

  • Work and Holiday Visa agreement between Greece and Australia swings into effect

    Work and Holiday Visa agreement between Greece and Australia swings into effect

  • The upside of Greece’s brain-drain

    The upside of Greece’s brain-drain

  • Ο Έλληνας  επιστήμονας της διασποράς που ανακαλύψε πως μπορούν να αναπνέουν οι αστροναύτες στον Άρη

    Ο Έλληνας επιστήμονας της διασποράς που ανακαλύψε πως μπορούν να αναπνέουν οι αστροναύτες στον Άρη

  • Hellenic Cadastre issues an infogram with easy steps to register Greek property

    Hellenic Cadastre issues an infogram with easy steps to register Greek property

  • Από το Brain Drain στο Brain Regain : Πρωτοβουλία για να επιστρέψουν στην Ελλάδα οι Έλληνες επιστήμονες που έφυγαν στο εξωτερικό λόγω της κρίσης

    Από το Brain Drain στο Brain Regain : Πρωτοβουλία για να επιστρέψουν στην Ελλάδα οι Έλληνες επιστήμονες που έφυγαν στο εξωτερικό λόγω της κρίσης

  •  A

    A"WITHOUT COMPASS? XΩΡΙΣ ΠΥΞΙΔΑ; 30+... Steps for Europe * Βήματα για την Ευρώπη"

  • ΕΚΤ: Σχεδόν έξι στους δέκα Έλληνες επιστήμονες εξωτερικού θα ήθελαν να γυρίσουν

    ΕΚΤ: Σχεδόν έξι στους δέκα Έλληνες επιστήμονες εξωτερικού θα ήθελαν να γυρίσουν

  • Ποιες είναι οι φορολογικές υποχρεώσεις των κατοίκων του εξωτερικού

    Ποιες είναι οι φορολογικές υποχρεώσεις των κατοίκων του εξωτερικού

  • Greek diaspora to get dedicated website to sell their property back home

    Greek diaspora to get dedicated website to sell their property back home

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14

Greek American investment strategist presents a new investment opportunity

panagiotakopoulos al250By David Bjorkgren, Senior Editor, SPECIAL TO THE HELLENIC NEWS OF AMERICA. Alexi Panagiotakopoulos can’t help but think of his father when he talks about a new investment strategy he and his partner, Chis Burbach, CFA, recently launched. His

father was a Greek entrepreneur, a restaurant owner in Phoenix, Arizona for 33 years who also helped investors through his private finance and real estate work.

panagiotakopoulos al syloo“He is the main reason I am what I am. That’s where my entrepreneurial background and drive came from,” Panagiotakopoulos says.

In that spirit, Fundamental Income, an investment strategy firm based in Phoenix, Arizona co-founded by Panagiotakopoulos and Chris Burbach, created an index that opened March 22 on the New York Stock Exchange. The NetLease Corporate Real Estate ETF, known as an Exchange Traded Fund, was launched by Fundamental Income and Exchange Traded Concepts, based on the Fundamental Income Net Lease Real Estate Index.

The Index targets publicly traded Net Lease Real Estate Investment Trusts (REITs). These are the companies that lease single tenant properties for 10 years or more to businesses all over America.

“You’re investing in the backbone of America,” Panagiotakopoulos says. “When you look at who’s renting these properties, it’s [firms] like FedEx, Starbucks, Walgreens, Home Depot, Tractor Supply and Taco Bell.

“We created this index because it is something easy to understand. It’s all around us. This index invests in real estate companies and those real estate companies own very understandable and essential real estate. It’s the real estate of America.”

The index tracks 24 public net lease real estate investment trusts. Investors receive dividends based on the rent collected. In Net Lease, you essentially know what the return is, making the return more predictable and sustainable over a long-term investment. That makes the index simple enough for mom and pop investors, yet sophisticated enough for an institutional investor.

The journey to co-found Fundamental Income and create this new strategy was filled with exploration, opportunity and self-discovery. Always in the background were the Greek values instilled in Panagiotakopoulos by his parents—honesty, hard work and not taking anyone for granted.

Panagiotakopoulos was born in Phoenix, Arizona. His father is from Athens, Greece; his mother from Queens, New York. “They are both 100 percent Greek. They raised us Greek,” he says. His parents, now retired, stay involved in the church and in the Greek festivals. His mother was director of Greek dance at their church for more than 15 years. Panagiotakopoulos grew up as one of four, attending Greek school. “My first language was Greek in the house and I learned English later on,” he says. For six months out of the year, his grandparents visit from Athens and live with the family.

His father was a soccer player from Greece who came to America to play at George Washington University and study electrical engineering. He met Panagiotakopoulos’ mother and ended up moving to Phoenix, Arizona. His father transferred to Arizona State University and eventually opened up two restaurants in the Phoenix area, Christo’s Ristorante and Alexi’s Grill.

“He played soccer in Greece while at school but he was always a business owner and entrepreneur,” helping people finance their properties.

Panagiotakopoulos started working with his dad when he was 15, learning about the world of commercial real estate lending and the stock market. He enrolled at an all-boys Jesuit school, Brophy College Prep, one of the most prestigious all-boys schools in the country.

“My dad always wanted the best for us. He worked very hard to put us through school,” Panagiotakopoulos says. For that sacrifice, he demanded equal effort from his children. “He said there’s no reason for you not to succeed because I’ve done everything in my power to give the necessary foundation so you owe it to me and to yourself to make the necessary sacrifices to take advantage of the opportunity you have.”

Panagiotakopoulos took that to heart and poured himself into study and his work. He loved it. “I’ve always been a numbers guy and a tangible thinker. I was able to look at a business, or a piece of real estate and understand the numbers behind it.”

More than the numbers, though, he loved the creativity, ingenuity and critical thinking that went with the real estate deal and the stock market. It’s a way to help people be part of the American Dream. You sacrifice and work hard to save money, then invest that money prudently to benefit from those sacrifices.

For his 18th birthday, he asked his father for a stock brokerage account at Charles Schwab. “He let me trade stocks with a small amount of money and I learned how the stock market worked,” Panagiotakopoulos says. “What I really learned was that I knew nothing.” That lesson hit hard and humbled him, when, after watching his stock in the National Bank of Greece double in value, he woke up one morning in Greece in 2008 and saw it collapse completely in the financial crisis.

That experience, plus working as an intern at Goldman Sachs in 2011 during turbulent times in the stock market, has made him a cautious investor and strategist.

Out of high school, Panagiotakopoulos continued his studies at Arizona State University’s W.P. Carey School of Business on a full scholarship, graduating in under 3 years in 2011, magna cum laude with a BS in finance.

During college, he worked for six months as a Global Procurement Finance Analyst for Bristol Myers Squibb, but realized his heart was in investments, not corporate finance.

In 2012, he had an opportunity to work for Deloitte, a large accounting firm, but then was approached by his future partner, Chris Burbach. They had met playing in a basketball league. Chris had gone to work at STORE Capital a year earlier and thought Panagiotakopoulos would be a perfect fit for his team at the startup.

STORE, a leader in the industry, specialized in Net Lease transactions. “I got my start working for those guys and learned the real estate space with my current partner as my boss and mentor,” Panagiotakopoulos says. He would end up being the youngest person they had hired to that point. He stayed for 15 months and since has watched the private firm go on to be publicly traded on the New York Stock Exchange with a worth of $8 billion.
After STORE, he moved over to SMS Financial in 2013 and stayed until 2018, acquiring distressed commercial bank loans secured by real estate and businesses. Another challenge. Another opportunity to fix a problem.

He stayed in touch with Chris, his best friend. Then the time came over a steak dinner at Durant’s, a Phoenix staple. Chris wanted to own his own business and had an idea to start an index strategy focusing on Net Lease Real Estate Investment Trusts. They formed a partnership and in late 2018, and Fundamental Income was born.

“I couldn’t have found a better partner,” yin to his yang, Panagiotakopoulos says.

Chris, although not Greek, possesses many of the characteristics most admired in the Greek culture. He’s also an expert in the Net Lease business, “much smarter than me,” and “one of the most talented, honest and trustworthy people he knows.”

Panagiotakopoulos continues to bring the best parts of his Greek heritage to his family and to his investors. This proud Greek has a Greek wife, Alexia, (who he says is his strength behind it all) and two boys; Christo, 2, who was named after his father; and Theo, 11 months.

“I always remember where I came from–my parents and my grandparents who made me who I am today,” he says.

To find out more about Fundamental Income and the new Net Lease Index, visit www.fundamentalincome.com.

Στον κόσμο Ενδιαφέρουν και...διαφέρουν ΙΙ

  • All
  • PERSONALDATA
  • ΕΠΙΣΤΗΜΗ
  • ΟΜΟΓΕΝΕΙΑ
  • ΠΕΡΙΒΑΛΛΟΝ
  • ΤΕΧΝΟΛΟΓΙΑ
  • ΤΟΥΡΙΣΜΟΣ
  • ΥΓΕΙΑ
  • Default
  • Title
  • Date
  • Random
  • Το βραβείο στην κατηγορία του Καλύτερου Προορισμού Οικογενειακών Διακοπών «Star Family Holidays Destination» για το έτος
    Read More
    • ΤΟΥΡΙΣΜΟΣ
  • Λιγότεροι άνθρωποι χρησιμοποιούν πλέον το Facebook για να διαβάσουν και να συζητήσουν ειδήσεις, καθώς κερδίζουν έδαφος
    Read More
    • ΤΕΧΝΟΛΟΓΙΑ
  • Ένας νέος αμερικανικός υπερυπολογιστής με την ονομασία Summit (Κορυφή) κατακτά κυριολεκτικά την... κορυφή των υπερυπολογιστών, καθώς
    Read More
    • ΤΕΧΝΟΛΟΓΙΑ
  • Οι άνθρωποι που επιταχύνουν τον ρυθμό με τον οποίο περπατάνε, αυξάνουν και τις πιθανότητές τους να
    Read More
    • ΕΠΙΣΤΗΜΗ
  • Το μεγαλύτερο μέρος της βαριάς βιομηχανίας θα μεταφερθεί στο διάστημα, σε άλλους πλανήτες, σε αστεροειδείς και
    Read More
    • ΤΕΧΝΟΛΟΓΙΑ
  • Athens is to host the Mediterranean Resort & Hotel Real Estate Forum in October 2018, after the
    Read More
    • ΤΟΥΡΙΣΜΟΣ
  • Ο νέος Γενικός Κανονισμός Προστασίας Δεδομένων της ΕΕ αποτελεί τη μεγαλύτερη αλλαγή στην νομοθεσία περί προστασίας
    Read More
    • PERSONALDATA
  • Το 80% της βιομάζας της Γης αποτελούν τα φυτά, το 15% τα βακτήρια και το υπόλοιπο
    Read More
    • ΠΕΡΙΒΑΛΛΟΝ
  • Το εισοδηματικό επίπεδο ενός ανθρώπου και ο εγκέφαλός του δεν είναι άσχετα πράγματα - και αυτό δεν
    Read More
    • ΕΠΙΣΤΗΜΗ
  • Η Αμερικανική Διαστημική Υπηρεσία (NASA) ανακοίνωσε ότι θα στείλει στον Άρη ένα μικρό αυτόνομο ελικόπτερο, το
    Read More
    • ΕΠΙΣΤΗΜΗ
  • Το Facebook αποκαλύπτει 25 σελίδες κατευθυντήριων οδηγιών για το πώς θα αφαιρεί ψευδείς ειδήσεις, αναρτήσεις με
    Read More
    • ΤΕΧΝΟΛΟΓΙΑ
  • Καινούριο δήμαρχο έχει εδώ και λίγες μέρες η πόλη Σβέρτε στη Γερμανία, στην άκρη της Κοιλάδας
    Read More
    • ΟΜΟΓΕΝΕΙΑ
  • Το ξενοδοχείο "Kyrimai" στον Γερολιμένα της Μάνης ψηφίστηκε στη Σαντορίνη ως το πιο ρομαντικό ξενοδοχείο από
    Read More
    • ΤΟΥΡΙΣΜΟΣ
  • Οι επιστήμονες τρέφουν τις πρώτες βάσιμες ελπίδες ότι θα είναι δυνατό να επιβραδύνουν ή και να
    Read More
    • ΥΓΕΙΑ
  • Ένα σημαντικό βήμα για την ανάπτυξη ενός καθολικού τεστ αίματος που θα ανιχνεύει όλους τους καρκίνους,
    Read More
    • ΥΓΕΙΑ
  • Επιτυχείς ήταν οι πρώτες δοκιμές ενός «μίνι» πυρηνικού αντιδραστήρα, που δοκίμασε η Αμερικανική Διαστημική Υπηρεσία (NASA)
    Read More
    • ΕΠΙΣΤΗΜΗ

OΜΟΓΕΝΕΙΑΚΟΙ ΣΥΝΔΕΣΜΟΙ *LINKS

NΕΟΣ ΚΟΣΜΟΣ   http://neoskosmos.com

ΕΛΛΗΝΙΚΗ ΔΙΑΣΠΟΡΑ   http://diaspora-grecque.com

THE PANHELLENIC POST    http://www.panhellenicpost.com

HELLENIC NEWS OF AMERICA    https://hellenicnews.com/

OMOGENEIA MAGAZINE  www.omogeneia.gr , www.omogeneia.info

ΠΑΤΡΙΔΕΣ   http://patrides.com/

NEWSVILLE   http://www.newsville.be/

SOFIA TIMES MAGAZINE: www.sofiatimes.com

GreekTV. com

ΕΛΛΗΝΙΚΗ ΓΝΩΜΗ   www.elliniki-gnomi.eu/

ΕΠΙΚΟΙΝΩΝΙΑ

Σας καλωσορίζουμε στο ανανεωμένο site μας. Η υπηρεσία του ΝΕWSLETTER πρόκειται να λειτουργήσει σύντομα για να δεχθεί την εγγραφή σας.Μείνετε συντονισμένοι εδώ  *** www.omogeneia.gr / www.omogeneia.info

ommepress@yahoo.fr

ΟΙ ΑΝΑΓΝΩΣΤΕΣ ΜΑΣ είπαν


  • faviicom100 
    Eλένη Παρασκευοπούλου

    "Το OMOGENEIA MAGAZINE είναι μια έγκυρη πηγή ενημέρωσης για μας τους αποδήμους,
    από κάθε άποψη. Σας ευχαριστούμε..."





                                      

  • faviicom100
    Νίκος Σταματίου
     
     "Παρακολουθώ με ενδιαφέρον την πορεία του ομογενειακού μας περιοδικού και θέλω να τους ευχηθώ καλό κουράγιο για τις ανεκτίμητες υπηρεσίες που μας προσφέρει με την σωστή ενημέρωσή μας..."

  • faviicom100
    'Ιωάννα Καραδήμου

      " 'Εχει γίνει πλέον μια ευχάριστη συνήθεια να ανοίγω κάθε μέρα, πρώτα την ιστοσελίδα σας. Είναι σημαντικό για μας να μαθαίνουμε σωστά για τα τεκταινόμενα στη χώρα μας και όχι μόνο"