How Do You Know?
Bela Carrasco
My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge. Thank you for listening. I hope it helps!Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
Episodes
Mentioned books
Oct 1, 2024 • 40min
HDYK How to Underwrite an Investment (part 2) | DD Curriculum
Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies. He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.In Part 1 of this 2 part series we discuss: Key definitions and termsEvaluating SponsorsEvaluating the proformaConsiderations for tax, insurance, rent and occupancy In Part 2 of this series we cover: How to consider comparable properties Comparing the profit and loss statement Understanding the true cash flow Why the financing structure is most important Typical fee structures
Sep 24, 2024 • 50min
The Blueprint To Successful Investing | Athlete Anecdotes
On this episode Logan Freeman shares his winding journey from the NFL to franchises, sales and eventually real estate. He has earned a title as top voice on LinkedIn and now runs a commercial real estate company in Kansas City. We also dive into: Mental resilienceThe power of disciplineHow to narrow down your future plansWhere to start with financial literacy Avoiding costly mistakes Website: https://ftwinvestmentsllc.com/logan-freeman/
Sep 17, 2024 • 15min
How to Underwrite an Investment | Q&A Series
Join us as we dive deeper into concepts that were misunderstood in the "How to Underwrite an Investment Opportunity" episode (Part 1), with Hans Box.
Aug 19, 2024 • 15min
How to Vet an Investment Opportunity | Q&A Series
Join us as we dive deeper into concepts that were misunderstood in the "How to Vet an Investment Opportunity" episode with Gabriel Petty.
Aug 15, 2024 • 41min
Applying the Athlete Mindset with Christie Jenkins | Athlete Anecdotes
Christie Jenkins has been ranked #1 in Australia and top 10 in the world in 3 different sports - Trampolining, CrossFit and Beach Volleyball. She's a Partner at Athletic Ventures, a syndicate of 250 Australian athletes. And a former investor at Blackbird Ventures, the largest VC fund in Australia. She's a Co-founder and the CIO at FC32, buying women's and men's soccer teams around the world. She's an international speaker and writer on applying the athlete mindset to startups and leadership.We talk about: Venture Capital and StartupsHer Portfolio allocationLessons learned from portfolioHow to use mentors and coachesWhy Name, Image and Likeness matters todayMindset of a business When to know to call it quitsHow to let go of your identityEmotional VoidsReach her at: LinkedIn: linkedin.com/in/christiejenkinsWebsite: christiejenkins.com.au/ Substack: christiejenkins.substack.com/
Aug 13, 2024 • 48min
The Long Game with John Pugh | Athlete Anecdotes
John Pugh is an ex pro basketball player who now has his own company where he invests in businesses and real estate: Transitioning to your own businessWhat’s needed beyond mindsetDiscipline and Focus Finding High QualityFirst Exposure to FinanceFinding your passionLearning about MoneyCan your network replace a mentor? Allocating investmentsDeal Structuring Reach him at: LinkedIn: linkedin.com/in/johntpughWebsite: johntpugh.com (Personal)Website: pughmgmt.com (Company)Email: john@pughmgmt.com
Aug 13, 2024 • 33min
HDYK How to Underwrite an Investment (part 1) | DD Curriculum
Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies. He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.In Part 1 of this 2 part series we discuss: Key definitions and termsEvaluating SponsorsEvaluating the proformaConsiderations for tax, insurance, rent and occupancy Reach him at: Email: hbox@boxwilson.com
Aug 12, 2024 • 34min
HDYK How to Vet an Investment Opportunity | DD Curriculum
Gabriel Petty is a retired physician who now is fully sustained by his passive income. He now helps others achieve the same through his investment group Intentional Capitalist. We discuss the overall due-diligence process when vetting deals spanning from evaluating sponsors to optimizing investment strategies during different real estate cycles. Reach him at: website: https://intentionalcapitalist.com/email: gabriel@intentionalcapitalist.com
