Episode 78

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Published on:

23rd Nov 2021

What to Do When You Are Not Sure of an Investment

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How do you evaluate investment opportunities? What indicators do you look for before agreeing to invest? Many investors scrutinize metrics like liquidity, operating cash flow, income statement, assets, and maybe ten or more financial indicators. Of course, you want to make sure you get your money back with a significant return on investment. But what if you can't be sure if an investment is right for you? As part of Sharran’s goal to share investment opportunities with more people, he invites us to investwithsharran.com. He also shares the 3-part framework that he uses when making investment decisions. 

If you need help evaluating an investment opportunity, listen to this episode and learn how a professional investor like Sharran filters several investment options a day. 

Get your invitation to Sharran’s Private Investor Network: investwithsharran.com.

 “As professional investors, we win some, we lose some, and that's okay.”

- Sharran Srivatsaa

Timestamps:

00:00 Should you invest or not?

01:24 Sharran’s 3-part framework when making an investment decision

01:43 What you know about investors and investments is completely clouded

02:26 Professional investors do not publish their win-loss record

04:21 Three things you should look out for in the founder or operator

09:42 Understanding The Downside Protection 

12:08 Why the timeline extender is important for investors

15:24 How to get access to Sharran’s investment opportunities

17:38 Do you need to have all three things in place before making an investment?

 

Resources:

- Join Sharran’s Private Investor Network

- Grab Sharran’s 4-Week MBA for Free

Connect with Sharran:

- Website

- LinkedIn

- Facebook

- Instagram

 

Listen for free

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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

Profile picture for Sharran Srivatsaa

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.