The Wealth Elevator Podcast: Real Estate, Taxes, Investing

Passive Investing in Syndication: Vetting People and Operators #420


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In this podcast episode, we discuss how to vet people who are doing syndication deals for passive investors. We provide resources to predict where interest rates are heading, with a focus on CMEgroup.com that provides chart-based predictions. This episode also examines the concept of risk, especially among novice investors transitioning from traditional rental properties to syndications and private placements. The host shares his personal life experiences that relate to risk, reward, and the search for 'alpha'. The segment wraps up by emphasizing the importance of diversification in investment and mentions potential strategies for higher net worth investors.


00:01 Introduction and Announcements

00:10 Predicting Interest Rates: Tools and Resources

00:59 Understanding Risks in Syndications and Private Placements

01:35 The Concept of Risk and Diversification

02:22 Personal Reflections: Life, Relationships, and Investments

03:45 The Importance of Experiences and Shared Moments

05:28 Investment Strategies: Risk-Reward Profile and Diversification

05:52 The Future of Investing: Diversified Funds and Single Asset LLC Deals

06:42 Conclusion and Show Wrap-up


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The Wealth Elevator Podcast: Real Estate, Taxes, InvestingBy Lane Kawaoka, PE

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