From Underwriting and Banking to Wealth and Freedom: Sam Morris’ Real Estate Journey

Mar 18, 2025

55:39

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In this episode of From Adversity to Abundance, host Jamie Bateman sits down with Sam Morris, founder and CEO of Sunset Capital, a firm specializing in multifamily and self-storage real estate investing. With 18 years in corporate banking, Sam developed a deep understanding of underwriting and market analysis before transitioning into passive and active real estate investing.

Sam shares the roller coaster experience of his first deal as a passive investor, which took an unexpected and difficult turn. At just 24 or 25 years old, as a young father, he faced the real possibility of losing a significant investment. His journey through that challenge is a true example of navigating adversity in real estate.

Toward the end of the episode, Sam and Jamie discuss knowing when to push through hard work versus when to step back and delegate, a crucial skill for any investor or entrepreneur. Sam also shares unique book recommendations, including one that has never been mentioned on the show before.

Whether you're an active or passive investor, or simply looking to understand market conditions and investment strategies, this episode is packed with insights from Sam’s extensive financial background.

Guest Introduction: Sam Morris

Sam Morris is the founder and CEO of Sunset Capital, a multifamily and self-storage investment firm. Before entering real estate, he spent 18 years in corporate banking, specializing in underwriting and deal analysis. Now, he helps investors make informed decisions in both passive and active real estate investing.

Episode Highlights:

From Banking to Real Estate – How Sam transitioned from corporate banking into real estate investing.
A Tumultuous First Deal – The unexpected challenge in Sam’s first passive investment and how he navigated it.
Investment Strategy & Market Focus – What Sam looks for in deals and how to assess market conditions.
Knowing When to Grind vs. Delegate – Understanding when to push through challenges and when to step back.
Book Recommendations – Sam shares a must-read book that has never been mentioned on the show before.

Key Takeaways:

Even well-planned investments can take unexpected turns—how you respond is what matters most.
Balancing effort and delegation is key to long-term success in investing and life.
The right market focus and underwriting strategy can help investors navigate uncertainty.

Sam’s Resources:

Instagram:https://www.instagram.com/sunset_capital/

Facebook: https://www.facebook.com/sunsetcapitalre

Youtube:https://www.youtube.com/@sunsetcapital

LinkedIn:https://www.linkedin.com/company/sunset-capital-tx/

Integrity Income Fund:

https://labradorlending.com/investors/passive-investors/

Labrador Mentorship:

labradorlending.com/investors/active-investors/

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Haven Financial Services:

Learn more: jamie.myfinancialhaven.com/