diversifiedinvestments

We all want stability and security when it comes to our finances. Not only that, but we also need to ensure the same for the lives of the generations after us!

Heather Dreves, a fund manager and director of funding at Secured Investment Corp, joins us in this episode to help us plan and work on building generational wealth through real estate. Heather talks about her experience in the real estate market, from purchasing and renovating homes to running a fund that makes real estate investments. We'll talk about the things she discovered along the way and the value of communication in her interactions with lenders, tenants, and investors. 

So, sit back, relax, and get ready to delve into the fascinating world of real estate investing.

Episode Highlights

• What fund managers do

• How Private Money Lending work

• What is a Real Estate Fund

• Importance of establishing a professional team

• The evolution of managing a fund

• Nationwide debt and the real estate status in Spokane

• What is the importance of communication to investors, tenants, and borrowers

• Get a Digital Download of Heather's Book for FREE! https://investing.securedinvestmentcorp.com/book-offer-promotion-1 

You can find or contact Heather Dreves at: 

• Secured Investment Corp | www.securedinvestmentcorp.com 

• Cogo Capital | www.cogocapital.com

• Heater Dreves’ LinkedIn | www.linkedin.com/in/heather-dreves-6204a242/ 

• Instagram | @securedinvestmentcorp

• Facebook | www.facebook.com/SecuredInvestmentCorp 

• Twitter | @SecInvCorp

• YouTube | https://www.youtube.com/@securedinvestmentcorp.5096 

• Book a Call with Heather | go.oncehub.com/HeathersCalendar 

Join the Community

I'd love to hear your comments and questions about this episode. Here are some great ways to stay in touch or get involved in the My Freedom Foundry community!

• FREE Facebook Group - My Freedom Foundry - Free Yourself With Real Estate Investing | www.facebook.com/groups/myfreedomfoundry 

• Freebies and Resources To Help You Excel Your Business | www.pauldavidthompson.com/work-with-me 

• Grab your copy of my best-selling book: ESCAPE: Money Mindset to Freedom with Stocks, Real Estate, and Starting Your Own Business HERE

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Today we're talking about diversified investments, the Holy Grail of reducing your volatility in your portfolio. I'm Rob Tétrault from robtetrault.com, Head of the Tétrault Wealth Advisory Group here at Canaccord Genuity Wealth Management. And I am pumped today to be talking to you about diversified investments.

What does true diversification mean? True diversification in my mind, is a movement in prices of your asset classes that are traditionally either uncorrelated or reversely correlated. Historically, back in the old days, what that meant was effectively three asset classes, three or maybe four asset classes. You had stocks, you had bonds, you had cash.

Sometimes people would call that as an asset class. And typically you'll have either gold or commodities as kind of another asset class. Now in the old days, let's break it down to two asset classes, stocks or equities, and bonds or fixed income. For the first 80 years of the the century most of those asset classes moved in reverse order (reversely correlated or inversely correlated). You had a stock move positive, a bond moved negative. What that would do for you long-term in your portfolio, if your stocks were doing unreal and you had half of your portfolio in stocks, the other half in bonds, each of them paying an income stream and the dividends from the stocks, the fixed income coupon payment from the bonds, you kept collecting your income. In addition to that, they would move in reverse order.