BFB 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.”

Check out this episode!

SHOW NOTES

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: 

 

Zeal For Life 

 

Elite Legacy 

 

Robert Kiyosaki 

 

The SPEED of TRUST by Stephen Covey 

 

Email Ramon at vlvlending@cox.net 

 

Call Ramon at 520-260-5882