The Savvy Investor Podcast

Private Lending Meltdown & Lessons Learned with Serena Holmes


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In this episode, we are joined with Serena Holmes, the host of "Inspired to Invest" podcast and author of "The Accidental Entrepreneur,” and talk about the world of passive investing.

Key Discussion Points:
- Serena's Journey into Entrepreneurship: Serena shares how she transitioned from a broadcast student to owning a promotional company with over 2,200 part-time staff across North America and her post-COVID business sale.
- Real Estate Ventures: Learn about Serena's journey from short-term rentals to pre-construction properties and the challenges faced due to unforeseen economic shifts.
- Lessons Learned & Due Diligence: Serena discusses the importance of research and  experiences with fraudulent appraisals.
- Market Dynamics Post-COVID: We discuss the impact of inflation and rising interest rates on global real estate markets and the significance of diversified portfolios.
- & more!

Purchase Serena’s Book, The Accidental Entrepreneur: https://www.amazon.ca/Accidental-Entrepreneur-Turning-Tragedy-Entrepreneurship/dp/0228851882 


Learn More About Our Trusted Partner- Equiton

Proudly Canadian-owned and operated, Equiton is a leading private equity firm that delivers notable returns for investors. We believe in making private real estate investing accessible to all Canadians and providing easy access to all types of investment-grade real estate through our proven high-performing investment solutions. We offer true diversification, full transparency, and all the benefits of real estate investing without the difficulties of financing, tenant management, building maintenance or project management.

Would you like to learn more? Visit:
https://thesavvyinvestor.ca/equiton 


Savvy Investor Links:

Website: https://thesavvyinvestor.ca
Instagram: https://www.instagram.com/savvy_investors
YouTube: https://www.youtube.com/@thesavvyinvestor   

Join our Savvy Investor community: https://www.facebook.com/groups/thesavvyinvestor

Disclaimer: The views and advice expressed on this podcast are those of the participants and do not necessarily reflect the opinions or beliefs of the podcast host or affiliated parties. The content is for entertainment purposes only and should not be considered as professional financial, legal, or investment advice. Listeners are encouraged to conduct their own research and consult with qualified professionals before making any financial decisions. The podcast host and producers are not responsible for any actions taken based on the information provided.

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