Summary
In this episode of Life by Design, Jessilyn and Brian Persson dive into the world of passive investing in real estate, with a special focus on the exempt market and private equity opportunities. They unpack why these lesser-known strategies are gaining traction, how they work, and the advantages they offer—like tax benefits, portfolio diversification, and professional management.
You'll also hear real talk about why private equities are often overlooked, how accessible these investments can be, and what you should know before jumping in. If you’ve ever wondered how to build wealth without being a hands-on landlord, this is your episode.
Contact Jessilyn and Brian Persson | Weekend Wealth Investments:
Chapters
00:00 Introduction to Passive Real Estate Investing
02:36 Understanding the Exempt Market
05:43 Benefits of Private Equity Investments
08:55 Types of Private Equity Investments
11:56 Investment Accessibility and Requirements
14:43 Tax Advantages and Returns
18:01 The Role of Professional Management
20:36 Why Private Equities Are Not Common Knowledge
23:48 Key Takeaways and Conclusion
Transcript
Jessilyn Persson (00:07)
Welcome to the Life by Design podcast we're Jessilyn and Brian Persson struggling to align your financial goals or confidently invest in real estate as a couple.
Brian Persson (00:16)
That's why we created this podcast and the Riches, Relationships and Real Estate program to help you build wealth and strengthen your relationship. Visit weekendwealth.ca to take our quiz and discover your real estate investor type. Let's create the life you deserve together.
Jessilyn Persson (00:34)
Today we're going talk about the ultimate sleep at night investing. We're talking about what we believe to be the most passive way to invest in real estate. As Warren Buffett said, if you don't find a way to make money while you sleep, you will work until you die. And this strategy is it. Let's get started. So Brian, what is the most passive way to invest in real estate?
Brian Persson (00:57)
Well, in Canada, the official name is called the exempt securities market. And you may have heard it called private equity or private capital markets, or sometimes even alternative investments. Whatever the name, it is definitely the most passive way to invest in real estate. And so a quick disclosure for the audience out there, I am licensed in the exempt market and the private equities market. So these, ⁓
And some of the things you're going to hear in ⁓ this podcast are actually from my own experience and my own education and my license.
Jessilyn Persson (01:32)
So tell us what is the exempt market?
Brian Persson (01:37)
Right. This is a, this is a big question I get a lot and, you, you get it a lot as well when you're off in your networking circles. Uh, the easiest way to explain it is it's basically the difference between public and private securities. So if you go buy Apple shares off of, you know, from your bank trading platform or your, or whatever securities trading platform you use, that's public securities, private securities.
Operates very very similar. There's just no public trading platform Effectively, I am your trading platform You need to come to me and we need to decide on what securities that you want to buy a
