Did you know more Americans drink coffee every day than a glass of water and yet almost nobody thinks of coffee as an investment opportunity? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Adam Jason, co-founder of Green Coffee Company and former Wall Street capital markets attorney, to unpack one of the most compelling alternative investment opportunities available to accredited investors today. Patrick and Adam explore how Green Coffee Company became the largest coffee producer in Colombia, why the traditional coffee supply chain is fundamentally broken, and how their farm-to-cup model is disrupting an industry worth billions. From major retail partnerships with Target and Walgreens to serving as the official coffee for Carnival Cruise Lines and the Western US National Parks, Green Coffee Company is quietly building something extraordinary and a Nasdaq IPO is on the horizon within 18 months.

For entrepreneurs and high-net-worth investors looking to diversify beyond stocks and bonds, this episode of the Vital Wealth Strategies Podcast is essential listening. Patrick and Adam break down why alternative investments like coffee commodities can dampen portfolio volatility, how pre-IPO opportunities create asymmetric upside, and why traceability and sustainability aren't just feel-good buzzwords, they're competitive advantages driving real revenue growth. Whether you're a seasoned investor exploring private market opportunities or an entrepreneur looking to align your wealth-building strategy with your values, this conversation delivers the insight, inspiration, and actionable perspective you need to think differently about where your money works hardest.

Key Takeaways:

• Coffee is the second most traded commodity on earth behind petroleum, with 2 billion cups consumed daily worldwide
• Green Coffee Company owns approximately 10,000 acres and 10 million coffee trees, making them the largest coffee producer in Colombia
• Their farm-to-cup supply chain model provides full traceability, a major differentiator as ESG standards and ethical sourcing demands increase
• The Juan Valdez brand has grown from zero to 2,500+ retail doors in just over a year, including Walgreens (1,400 stores) and Target (317 stores)
• Alternative investments like coffee can reduce portfolio volatility by operating independently of traditional stock and real estate markets
• Green Coffee Company is structured as a US Delaware holding company, giving investors the comfort of US law, US banking, and a familiar legal framework
• A Nasdaq IPO is targeted within 18 months, creating a potential pre-IPO opportunity for accredited investors with a $100,000 minimum commitment
• To connect with Adam Jason and learn more about investment opportunities, find him directly on LinkedIn

Learn More About Adam:

• Adam Jason's LinkedIn profile: Adam Jason | LinkedIn

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: Vital Wealth Strategies Podcast | Tax & Financial Strategies for Entrepreneurs

Follow on Instagram at https://www.instagram.com/vital.strategies

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Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Art work by Two Tone Creative

Audio, video, research and copywriting by Victoria O'Brien

In this episode, host Patrick Lonergan sits down with self-storage investing expert Joe Downs, entrepreneur, operator, and founder of The Storage Moguls, to make the case for one of the most overlooked recession-resistant real estate asset classes available today. With 80% of U.S. self-storage facilities owned by mom-and-pop operators, Joe explains why secondary and tertiary markets are overflowing with undervalued acquisition opportunities for investors willing to do the work. He breaks down three entry points - fully passive investing, hybrid owner-operator with third-party management, and active operator, showing how self-storage can generate meaningful passive real estate income with far less operational burden than traditional multifamily. Because self-storage facilities are operating businesses on commercial real estate, they qualify for SBA loans (7(a) and 504), giving investors access to favorable long-term financing that most residential strategies can't touch.

Joe and Patrick also dig into the full wealth-building stack available to self-storage investors: appreciation, cash flow, loan amortization, depreciation, and the powerful tax benefits unlocked through cost segregation, bonus depreciation, and real estate professional status. The conversation goes deep on 1031 exchanges, how a qualified intermediary, a 45-day identification window, and a 180-day closing timeline can defer capital gains taxes indefinitely and how a stepped-up cost basis at death can eliminate them entirely. With trailing twelve-month performance metrics still priced at a discount following the 2023–2024 interest rate surge, Joe makes a compelling argument that 2026 represents one of the single greatest buying windows for self-storage since the asset class emerged and the Storage Moguls community is being built specifically to connect deal finders with capital partners ready to move.

Key Takeaways

• 80% of U.S. self-storage facilities are mom and pop owned, creating a massive fragmented acquisition opportunity in secondary and tertiary markets
• Self-storage is recession-resistant, with demand driven by both economic growth and downturn.
• Facilities qualify as commercial real estate businesses, making them eligible for SBA 7(a) and SBA 504 loans
• Investors can participate at three levels: fully passive, hybrid owner-operator, or active operator
• Wealth is built through five levers: appreciation, cash flow, loan amortization, depreciation, and 1031 exchanges
• Cost segregation and bonus depreciation can accelerate tax write-offs significantly in year one
• Real estate professional status (750 hrs/year) allows high-income earners to offset earned income with real estate losses
• 1031 exchanges defer capital gains taxes indefinitely and a stepped-up basis at death may eliminate them entirely
• Every dollar of NOI growth multiplies asset value at the prevailing cap rate
• 2026 represents a rare buying window - trailing twelve metrics are discounted while the broader economy recovers

Learn More About Joe:

• 🌐 The Storage Moguls: thestoragemoguls.com

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: Vital Wealth Strategies Podcast | Tax & Financial Strategies for Entrepreneurs

Follow on Instagram at https://www.instagram.com/vital.strategies

Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast

Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/

Credits:

Sponsored by Vital Wealth

Music by Cephas

Art work by Two Tone Creative

Audio, video, research and copywriting by Victoria O'Brien