Listen

Description

Terra Padgett, a commercial insurance broker and founder of PowerPool Fund, shares her grounded approach to real estate investing.

She reveals the framework she uses to manage a portfolio of over a dozen deals, moving from active single-family rentals to passive syndications. Terra offers a transparent look at her "post-call litmus test" for vetting sponsors, the power of using an investment club to build confidence, and why understanding your personal risk tolerance is the true key to success.

Follow Terra: https://www.linkedin.com/in/terrapadgett/

Timestamps

00:00 Intro

01:31 The 5-to-9 Investor

02:04 Accumulation Mode Portfolio

03:42 Diversification Strategy

04:01 Investing in Luxury Car Garages

05:37 Why She Prefers Funds

10:21 The Operator "Litmus Test"

18:26 Life Stage & Risk Tolerance

21:14 Spotting "Return of Capital"

25:06 Power of an Investment Club

27:50 The "Slow Path" to Wealth

Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a review

Are you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. 

Show Sponsor: ScaleIR

Ready to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.