Business School with Sharran Srivatsaa

Episode 59

full

Published on:

13th Jul 2021

The 2 Investing Models Every Serious Investor Must Know

Warren Buffett said, “If you do not find a way to make money while you sleep, you will work until you die.” So how do you make money while you sleep? If you have access to cash, the easiest way to grow your money is by investing. But you must do it carefully. Otherwise, you could end up losing money and jeopardize your financial future. So to help you evaluate investment opportunities properly, Sharran shares the two investing models that you need to consider before you start investing.

You can listen to the podcast or watch this video:

The 2 Investing Models Every Serious Investor Must Know

“I don't invest in everything; I only invest in stuff that I know and understand.”

- Sharran Srivatsaa

Timestamps:

00:00 The two questions you should ask before making an investment

01:52 How to evaluate a financial investment opportunity using The Parking LOT Model (Liquidity, Ownership, Terms)

03:27 A practical demonstration of The Parking LOT Model for BTC and real estate

11:09 The #1 issue that investors must avoid

12:24 How to evaluate an investment opportunity using Sharran’s proprietary 4-Quadrant Method (Capital Preservation, Equity Growth, Yield or Coupon, Tax Advantages)

14:30 A practical demonstration of Sharran’s proprietary 4-Quadrant Method for BTC

20:28 Understanding the Wash-Sale Rule

25:41 A practical demonstration of Sharran’s proprietary 4-Quadrant Method for real estate

31:23 Recap of the two big questions you should ask before making an investment

Resources:

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About the Podcast

Business School with Sharran Srivatsaa

Business School is hosted by Sharran Srivatsaa, President of Real (TSX: REAX) (NASDAQ: REAX), the fastest-growing, publicly-traded, real estate brokerage in the world. Sharran grew Teles Properties by 10x in 5 years to $3.4 Billion in sales and eventually sold the business to Douglas Elliman. Sharran is also an accomplished “deal guy” and private equity investor. He is the Chairman of private equity firm Highland Prime which focuses on investing in service-businesses and also the Chairman of ARC Multifamily Group which focuses on value-add multifamily investment projects.

Sharran is a former Goldman Sachs and Credit Suisse banker and a sought after keynote speaker and is the creator of the wildly-popular 5am Club call for Entrepreneurs.

On this podcast, Sharran shares his best secrets on how to grow your business strategically, how to build your brand elegantly, most importantly integrate the profits in your business with an overall joyful life.

For more free resources visit Sharran.com

About your host

Sharran Srivatsaa

Sharran is a serial entrepreneur, sought after keynote speaker, and a respected thought-leadership resource for publications such as the Wall Street Journal, SUCCESS magazine, Huffington Post and Forbes.

While Sharran has had 5 exits in the last 19 years, and also a several humbling failed investments and business initiatives. He talks all about them on his top rated Spotify podcast, Business School.

Most recently, Sharran led Teles Properties’ unprecedented 10x growth over 5 years and a 4-year consecutive streak on the Inc. 500 fastest growing companies list resulting in its acquisition by national real estate powerhouse Douglas Elliman.

Prior to Teles, Sharran worked at both Goldman Sachs and Credit Suisse, where he collaborated with management teams of fast-growing businesses around the country on investment advisory and corporate strategy. Sharran also spent several years building recreational programs in the Caribbean, Middle East, and Hawaii for some of the finest international resorts such as the Four Seasons and Ritz-Carlton, also has deep experience working with technology companies such as Lightera (acquired by CIENA) and Obopay, a fast-growth mobile payments company.

Sharran is a Principal at Srilo Ventures, a multi-factor private investment fund that focuses investing in and advising technology companies and operating businesses in the consumer space. Having successfully completed many acquisitions, joint-ventures, management buyouts, mergers, and capital raises, Sharran serves as a director and advisor on numerous company boards.

He is also a member of the Genius Network, the highest-level marketing mastermind in the world led by whizkid Joe Polish, and also a member of Young President’s Organization (YPO).

After competing on the professional tennis tour, Sharran received his Bachelor’s degree in Computer Science from Luther College and his MBA with Honors from Vanderbilt University.