Mike Carlson

Mike Carlson Email and Phone Number

Founder and President - Chief Investment Strategist @ UPYIELD ALTERNATIVE INVESTMENTS
Portland, OR, US
Mike Carlson's Location
Portland, Oregon Metropolitan Area, United States
About Mike Carlson

Mike Carlson is a seasoned investment professional with over 25 years of experience in constructing and executing wealth building strategies and plans of action for high-net-worth clients predominantly through income-producing real estate. He is the founder and president of Realty Yield Inc. and founder and president of Carlson Alternative Investments, a firm that helps clients navigate the complex world of alternative investments including real estate, alt funds, private credit, private equity, and hedge funds. Mike educates, guides, amalgamates, and assists in the process of portfolio construction and investment selection tailored to the client's circumstances and objectives. Mike's mission is to help his clients achieve their financial goals by providing them with personalized attention, strategic advice, and utilizable knowledge pertaining to a full spectrum of alternative investment opportunities that are typically only introduced to ultra-high-net-worth investors. He leverages his experience and expertise in income-producing real estate and alternative investments, as well as his studies from programs at Harvard, CAIA, MIT, and Columbia, to deliver superior results and performance.

Mike Carlson's Current Company Details
UPYIELD ALTERNATIVE INVESTMENTS

Upyield Alternative Investments

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Founder and President - Chief Investment Strategist
Portland, OR, US
Mike Carlson Work Experience Details
  • Upyield Alternative Investments
    Founder And President - Chief Investment Strategist
    Upyield Alternative Investments
    Portland, Or, Us
  • Carlson Alternative Investments
    Founder & President - Chief Investment Strategist
    Carlson Alternative Investments Oct 2023 - Present
    Portland, Oregon, United States
  • Realty Yield Inc.
    Founder & President - Principal Broker
    Realty Yield Inc. Jan 2007 - Present
    Offices: Portland Or - Scottsdale Az - Bend Or
  • Oregon Vacation Rentals
    Founder & President
    Oregon Vacation Rentals Jun 2005 - Nov 2016
    Oregon
    Managed vacation rentals including properties within our own portfolio. Our properties consistently outperformed like-kind properties within their specific geographical rental market.
  • Carlson Johnston Group Llc
    Founder & Senior Partner
    Carlson Johnston Group Llc Jan 2003 - Jan 2007
    Lake Oswego, Oregon
    Was the founding/senior partner of a boutique investment real estate advisory and brokerage firm that included 4 licensed brokers plus marketing, administrative and support personnel.Focus areas included: Consultative-based Real Estate Wealth Building Engagements, Real Estate Brokerage Services, 1031 Exchanges, Multi-family Mortgage Brokerage.
  • Granite Equities, Inc.
    Apartment Broker
    Granite Equities, Inc. 2001 - 2003
    Portland, Oregon Area
    Specialized in multi-family (apartment) brokerage.Focused on applying strong mathematical and financial/investment analysis skills to formulate real estate wealth-building strategies for owners of multiple smaller residential rental properties to guide in increasing returns and accelerate capital/equity growth primarily through 1031 Exchanges into larger multi-family properties.
  • Career History (1985 To 2001)
    Corporate - Sales And Management (Various) | Entrepreneur
    Career History (1985 To 2001) Sep 1985 - Jan 2001
    Oregon
    General Manager USA, Pro Industries,1999 - 2001Owner/Operator, Prestige Companies, 1991 - 1999Sales & Sales Management (various), Technology Industry, 1985 - 1991(including IBM/Nynex, Motorola & UEI)

Mike Carlson Education Details

Frequently Asked Questions about Mike Carlson

What company does Mike Carlson work for?

Mike Carlson works for Upyield Alternative Investments

What is Mike Carlson's role at the current company?

Mike Carlson's current role is Founder and President - Chief Investment Strategist.

What schools did Mike Carlson attend?

Mike Carlson attended Oregon State University, Lakeridge High School.

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