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002 - Preservation of Capital
Manage episode 397332052 series 2836165
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Our candid conversation dives into the trust factor essential for fruitful collaborations between private investors and real estate experts. We offer a roadmap for navigating the diverse investor profiles, emphasizing how their unique investment history and requirements must align with property deals to ensure mutual success.
As we chat, anecdotes reinforce the golden rule of investing credited to Warren Buffett: safeguarding your capital is key. I recount tales of loss and recovery, driving home the importance of a well-balanced portfolio and strategic allocation to weather market storms. Jay and I also unpack the intricacies of demographic insights, risk comfort levels, and the role self-directed IRAs play in fortifying an investor's financial fortress.
Rounding out our discussion, the spotlight turns to the critical aspect of risk management in note investments and the concept I call Hypothecation. Transparency with capital partners, the safeguarding measures in place, and the process of risk mitigation come to the fore as we emphasize the importance of building lasting trust. I also share pointers on spotting potential red flags in investment deals and offer practical tips to private investors, ensuring they step into the investment arena with their eyes wide open.
Resources and links discussed:
- Videocast on our YouTube Channel
- ANB Funds Website - https://anbfunds.com
- Cassidy Investments - https://cassidyinvestments.com
About the Host:
Justin Bogard – Note Investor specializing in performing Residential Real Estate Debt. He finds deals and acquires them for his own portfolio as well as educates investors while walking them through the process of owning a Real Estate Note!
Connect with the Host:
Facebook - bethebank
Twitter - bethebank1
Instagram - bethebankpodcast
American Note Buyers - https://anbfunds.com/
Monthly Broadcast - https://youtube.com/playlist?list=PLzc944w1xydt5aLDrrEPHJhdJeDkBjjD4
Chapters
1. 002 - Preservation of Capital (00:00:00)
2. Exploring Passive Investors in Real Estate (00:00:01)
3. Investor Demographics and Portfolio Allocation (00:11:58)
4. Risks and Protection in Note Investments (00:17:46)
5. Private Investor Red Flags and Tips (00:26:36)
114 episodes
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