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Location Independence Through Intentional Investing and Lifestyle Design

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Manage episode 377262399 series 3486025
Content provided by Truly Passive LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Truly Passive LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode, we welcome Brian Davis, a real estate investor who started buying rental properties shortly before the 2008 house collapse. After that expensive lesson, Brian went on to co-found Spark Rental, a platform for educating others on passive real estate syndications.

Brian walks us through his journey from investing his own money to pooling funds as a club. We discuss the club's diversification across operators, geographies, asset classes and debt terms. Brian also shares how he designed his location-independent lifestyle, his family's adventures living abroad, and the intentional choices they make around communities, schools and investing.

Timestamps

[00:00:22] Brian's start in real estate and early lessons

[00:02:19] Most valuable lesson from the recession

[00:06:20] Back to fundamentals of analyzing deals

[00:08:31] Forming a real estate investment club

[00:11:19] Club's process for vetting deals

[00:18:07] Pursuing diversification across strategies

[00:21:01] Starting the overseas expat life

[00:25:11] Different asset classes get different loan rates

[00:27:54] Dollar cost averaging over market timing

[00:34:05] Living intentionally to reflect values

Key Takeaways

  • Brian started buying rental properties before the 2008 recession, when he lost money and learned valuable lessons about analyzing deals.
  • After co-founding Spark Rental, Brian discovered syndications were an easier way to invest passively in real estate.
  • Spark Rental's investment club pools funds to make syndications accessible to small investors, pursuing diversification across operators, geographies, asset classes and debt terms.
  • The club vets deals thoroughly, leveraging the community's collective intelligence to ask sponsors tough questions and uncover risks.
  • Brian designed his business and investments to enable a location-independent lifestyle with his family across the world.
  • He believes in steadily dollar cost averaging into diverse real estate deals rather than trying to time markets.

Resources & Social Media


Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 377262399 series 3486025
Content provided by Truly Passive LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Truly Passive LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode, we welcome Brian Davis, a real estate investor who started buying rental properties shortly before the 2008 house collapse. After that expensive lesson, Brian went on to co-found Spark Rental, a platform for educating others on passive real estate syndications.

Brian walks us through his journey from investing his own money to pooling funds as a club. We discuss the club's diversification across operators, geographies, asset classes and debt terms. Brian also shares how he designed his location-independent lifestyle, his family's adventures living abroad, and the intentional choices they make around communities, schools and investing.

Timestamps

[00:00:22] Brian's start in real estate and early lessons

[00:02:19] Most valuable lesson from the recession

[00:06:20] Back to fundamentals of analyzing deals

[00:08:31] Forming a real estate investment club

[00:11:19] Club's process for vetting deals

[00:18:07] Pursuing diversification across strategies

[00:21:01] Starting the overseas expat life

[00:25:11] Different asset classes get different loan rates

[00:27:54] Dollar cost averaging over market timing

[00:34:05] Living intentionally to reflect values

Key Takeaways

  • Brian started buying rental properties before the 2008 recession, when he lost money and learned valuable lessons about analyzing deals.
  • After co-founding Spark Rental, Brian discovered syndications were an easier way to invest passively in real estate.
  • Spark Rental's investment club pools funds to make syndications accessible to small investors, pursuing diversification across operators, geographies, asset classes and debt terms.
  • The club vets deals thoroughly, leveraging the community's collective intelligence to ask sponsors tough questions and uncover risks.
  • Brian designed his business and investments to enable a location-independent lifestyle with his family across the world.
  • He believes in steadily dollar cost averaging into diverse real estate deals rather than trying to time markets.

Resources & Social Media


Follow Us On Social Media

YouTube: Truly Passive Income

TikTok: @trulypassiveincome

Instagram: @truly_passive_income

Facebook: Truly Passive

Twitter: @trulypassive

Download Our FREE Passive Investor Toolkit

Everything you need to get started in passive investing - Download Here

  continue reading

61 episodes

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