278: Client Case Study: Self-Management & Diversification with David Nelson

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Manage episode 235100018 series 5499
By Jason Hartman, Jason Hartman with Scott Sharp, and Daniel Miller. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Jason Hartman has a client case study with David Nelson, who, along with his wife, has amassed a real estate portfolio that has allowed her to retire early to focus on their holdings. David discusses how his cockiness led him into a bad deal, why continual education is important and where his journey is heading.

Key Takeaways:

[17:19] David started getting cocky investing in 2016 and didn't pay enough attention to his inspection

[20:24] Jason's group doesn't do any one off deals

[24:28] How self-management has gone for David so far

[29:18] When you combine education with action you can accomplish nearly anything

[33:01] Why being 80% in on one asset class isn't necessarily a mistake

Website:

www.JasonHartman.com/Properties

277 episodes