Hello there,
Welcome to the best of the Altea Community.
Let’s go 🚀
Table of Contents
👋 New Members
Welcome to the 68 new members since last week 👋
A few notable members..
🌴 Lisa Farris is an LA-based investor who co-founded an LA-based Investor Collective Exchange for accredited investors to meet and share opportunities.
They typically meet monthly and have recently focused on themes and investment categories (e.g., June was Impact Investments & July is Entertainment Investments).
She just completed their first Women’s Investor Study w/ data being released on LinkedIn over the weeks ahead.
🇵🇾 Mauricio Crestincov is the CEO of CIVIS Real Estate Development, a Paraguay-based residential RE development firm. He’s been living and investing in Paraguay for years.
As Stefan highlighted last week, Paraguay is the fastest-growing country in South America, and there are some seriously favorable drivers of value here: strong economic fundamentals, a young labor force, increasing foreign investment, and rising demand.
We are not planning a Paraguay real estate SPV, but get in touch with Mauricio if you’re interested.
🇮🇹 Andrea Pressendo is a geopolitical analyst from the Italian alps. He is particularly interested in the architecture of power: how decisions are shaped, how narratives are constructed, and how influence is exercised within complex political systems.
🎼 Mark James “S3LIM” is the founder of Phat Music Group / S3LIM: a producer-led music IP company focused on creating, owning and monetizing a portfolio of records with established, emerging, Grammy-winning and multi-platinum artists.
The model is simple: rather than only betting on unknown artists from zero, PMG works around records with credible collaborators, built-in audience leverage and commercial upside.
🥂 Altea SPVs
🍊 Farmland I: Paraguay persimmon farm
Now taking expressions of interest for our first farmland SPV.
Paraguay has a near-perfect climate for growing fruit, and more water than it knows what to do with. Yet just one company in the entire country exports fruit to Europe: Frutas del Paraguay.
Stefan just returned from Paraguay, where he met the team and toured their persimmon farm firsthand.
Details:
- This is a seven year old,139-hectare persimmon farm operation in Misiones, Paraguay
- The first and only Paraguayan company to ship fresh fruit to Europe (2023); first to earn GLOBAL G.A.P. certification
- ~50,000 trees now in the ground, with infrastructure, certifications, and export routes already established
- Counter-seasonal harvest (Feb–May) ships to Europe exactly when Spain has gone quiet
- Persimmons aren’t traded on any commodity exchange, which keeps pricing power with the grower instead of a spot market
- Land sits atop the Guaraní Aquifer, the second-largest freshwater reserve on Earth
The opportunity:
- Direct investment in land plots via Farmland I, Altea’s first farmland SPV
- Available to accredited investors only
- Projected mid-teens IRR over the life of the project, built on conservative assumptions
As Altea community member Tigran K puts it, farmland investing comes down to conviction in the team, and this is one terrific team.
Express interest to see the prospectus.
🍿 Film Loans Available
We have two film loans available for coinvest, both of which close this Friday (or when full).
You’ll need to sign up for the portal here and complete the NDA to get all the juicy details.
✨ Deal Updates
🏎️ Auto I: Porsche 911 GT2 (996)
Sireesh has insight into the latest addition to the stable: an exceptional Porsche 911 GT2 (996), presented in a sublime understated Grey over Black leather and having only been driven 9,300 miles from new.
The 996 GT2 occupies a unique position in the marque’s history and is widely considered one of the most thrilling, visceral and uncompromising road cars ever to wear the Stuttgart crest.
At its heart lies Porsche’s legendary Mezger-derived flat-six engine, enhanced by twin turbochargers and paired with a six-speed manual gearbox.
What makes this acquisition particularly special is its remarkable originality and preservation. It has been meticulously looked after and driven with obvious care.
As collector demand continues to focus on analogue, manual-transmission, limited-production performance cars from Porsche’s golden era, the 996 GT2 is increasingly recognised as one of the marque’s most significant modern classics.
We are really excited to have secured this for the Auto I fund.
🎞️ Film Coinvest: Paid
Last week, one of our film loan coinvests came through, paying out the eleven LPs who funded the deal.
There are two loans available now if you want to dive in.
🎨 Art Opportunity I / Art IV
We can’t disclose much about this, but we just sold one of our newest pieces from the Art IV collection. It represents a solid 20% return over five months.
Easy come, easy go.
💬 New Discussions
- Matt Belcher breaks down IBM CEO Arvind Krishna’s take on where enterprise AI is really heading, with lessons for building Institutional1031
“IBM doesn’t build the big frontier models, and they do it on purpose…the value is in the secure rail, not the model itself.” — Matt Belcher
- Maverick Equity Research drops a 4th of July special: 30 charts decoding the real-time U.S. economy through high-frequency and alternative data, beyond the usual metrics.
- FT Alphaville: Money has ruined markets
“Clever stock picking won’t deliver outperformance like it once did, not just because it’s hard, but because it means allocating cash away from the dominant eight. What’s being penalized is diversification itself.”
- Tyler asked Mark James about his strategy to prevent AI gen music from diluting long term value and royalties, as well as his approach to detection and AI licensing.
“My view is that the long-term value won’t come from flooding the market with AI-generated music. It comes from real artist access, real fanbases, recognisable talent, and owned/co-owned records that people actually care about.
For us, AI is more of a monetisation and amplification layer — helping identify moments in songs, create content, test campaigns, and extend the life of a record — not replacing the creative asset itself.
On detection/licensing, I think provenance becomes key: clean contracts, clear splits, documented human creation, proper metadata, and avoiding unlicensed model outputs in the music itself.
Long term, I’d expect the best catalogs to separate themselves by being rights-clean, artist-led and commercially traceable.
So the strategy is basically: use AI around the asset, not as a shortcut to fake the asset.” — Mark James
📞 New WhatsApp Discussions
- Omar has a time sensitive opportunity for investment into an Indian badminton league.
- Wine investment startup Vint has shut down
“Always unfortunate to see anything local to me shut down, but I have to agree with the comments on the article that they seemed to be riding on the “revenge” optimism created by the pandemic and never had a clear plan on how this would actually work.
I remember reading about it when they first opened service and thought the premise sounded sort of confusing, but thought it was just my lack of investing knowledge at the time 😆” — Jasmin Cooper
We’ve just launched a WhatsApp Space for Altea — a faster, more direct way to connect with the team and with each other, in real time.
This is the casual, real-time layer of the community. Quick chats, GIFs, questions, memes, low-key chats.
Or join via QR code:
🙏 New Asks & Offers
Looking for additional financing for music documentary TV series
Mark Dziak is a highly experienced TV producer. He is looking for an additional $300k total to finish micro budget 6 episode tv series set to shoot in August and go to market (MIPCOM) in October.
Includes IP ownership in perpetuity, highly marketable talent, experienced crew and Producers (High School Musical, Big Brother, Amazing Race, Top Gear).
Reach out if you’re interested. He will supply detailed creative deck and financial plan.
That’s it for today!
See you next week, Wyatt & Stefan
