Why avoid larger operators & partner with smaller ones w/ Litan Yahav, CEO @ Vyzer

Grow Your Cashflow Podcast

Welcome to The Legacy Wealth Podcast where we help accredited business owners become educated & get access to, private investments that the wealthiest investors in the world utilize to grow their net worth. We do this by providing insight & access to successful fund managers & investors across multiple asset classes.

I am your host, Pascal Wagner, and today I am interviewing Litan Yahav, CEO @ Vyzer and we're diving into:

- The need for a transparent and accessible platform for investors.

- The need for a diversified investment portfolio to manage risk.

- And understanding the pros and cons of different investment opportunities and making informed decisions

With that said, let’s get to it!

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Links from this episode:

If you're looking for highly vetted opportunities to invest in, get access to our deal database of alternative investments & join our investor club at www.getfundbase.com.

Watch the show on YouTube here: https://youtu.be/vkHSPWcof94

About Litan Yahav:
Litan was a naval officer in Israel in the Israeli Defense Forces for six years.

He started and sold a company called SGO after three years, which specialized in the 3D imagery of diamonds and gemstones. And today he is the CEO of Vyzer , whose mission is to provide full and digital visibility of all personal finances for the accredited. Do it yourself investor. He's 40. He lives in Israel and is married with three young children, and he began investing in private investments in 2015.

Has invested over 2.5 million in over 30 deals and private placements make up over 30% of his investments with his favorites, including multi-family, self-storage, and ground up development.

Links from our Guest:

- https://www.linkedin.com/in/litanyahav/?originalSubdomain=il

- https://www.linkedin.com/company/vyzerfinance/

- https://vyzer.co/

- https://twitter.com/VyzerFinance

- https://www.facebook.com/vyzerfinance

Time Stamps:
00:00 - Intro
01:21 - Litan Yahav's background
03:47 - Litan's transition from the Navy to entrepreneurship
06:49 - Litan's decision to manage investments independently rather than relying on
financial advisors
08:21 - Litan's approach to investing and his belief in being able to do it better himself
09:11 - Challenges faced with actively managing the rental properties
10:02- Decision to shift away from active real estate investments and focus on passive investment
10:53 - Litan explains their initial intention of passive investing through property management
12:01 - The importance of trusting the people they invest with over asset classes
12:38 - First investment in a multifamily value-add deal in Florida
14:10 - The importance of trusting the operator while considering the asset class
17:00 - Litan reflects on understanding their risk profile and learning from their investing experience
18:53 - The advantages of smaller operators, such as deal access and favorable terms
20:30 - Litan elaborates on their preference for getting to know smaller operators for higher potential deals
21:00 - The different types of risks associated with larger and smaller operators.
25:15 - Litan suggests speaking with trusted individuals who have invested with the
operator or have knowledge of the asset class.
26:00 - Litan mentions questions about investment frequency, experience with the operator, communication, and returns
27:30 - The challenge of tracking investments using spreadsheets and the need for automation
28:15 - Litan mentions the importance of tracking investment details such as expectations, cash flow, capital calls, and updates
29:00 - Litan shares the decision to build a product that automates investment tracking and caters to individuals with complex alternative investments
30:31 - Litan highlights the platform's ability to project cash flow, provide benchmarking insights, and accommodate various types of investments.
32:00 - Outro