#004: Trusted Investor
Ramon Valadez, a State of Arizona representative for several years who has recently begun the path of private lending or trusted investing. Hear Ramon’s strategies behind his first deal; structuring a partnership, having a checklist, staying connected and more. See why Ramon says, “We as people don’t grow unless we get out of our comfort zone.”
1:06 – Information on Ramon’s path into politics and investing.
4:55 – Trusteed investing, private lending, and the spectrum of real estate investing options from active to passive and where Ramon falls on that spectrum.
6:44 – Some details and high level structure of Ramon’s first real estate investing deal.
10:36 – The strategy behind Ramon’s first deal.
12:40 – Embracing projects with as few moving parts as possible.
13:54 – Addressing the risk of the borrower covering their loan value.
14:55 – Structuring the partnership behind this first deal.
16:33 – Approaching raising capital by sticking to a “three touch” rule, or establishing a relationship before exchanging capital and ways to establish that relationship
19:49 – Soliciting feedback from investors as a way to ensure all risks are examined and transparent.
21:56 – Ramon’s next steps and what would help him step forward.
23:15 – The benefits to having a checklist and how Ramon approaches evaluating deals.
25:39 – Staying connected with people even if they aren’t initially interested in investing.
26:28 – Setting up the intermediary teams in terms of brokers, lawyers, etc. and embracing the “you” economy by sticking to what you’re best at.
28:11 – Details involved in moving towards commercial deals from residential deals and some practical examples with analysis and tips from Tom.
35:32 – Understanding what your investors expect and tailoring strategies around that.
36:48 – Ramon’s advice for investors looking to get into either passive or active investing.
37:25 – Stepping outside of comfort zones by focusing on the desire to give and to help others.
39:00 – Finding ways to approach deals in a way that benefits everyone; shoulder to shoulder rather than belly to belly.
41:03 – The SPEED of TRUST and thinking about trust differently.
41:22 – Tom’s Trust Bucket analogy.
Resources and Links Mentioned:
The SPEED of TRUST by Stephen Covey
Email Ramon at email@example.com
Call Ramon at 520-260-5882
January 7, 2018
December 19, 2017