JF3316: Rebekah Taylor - How to Embrace Holistic Wealth

Published: Oct. 3, 2023, 8:50 a.m.

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This episode is brought to you by Presario Ventures, a private equity real estate firm based in the booming Austin, Texas, market. To learn how to invest in the future of Texas with Presario Ventures, visit\\xa0info.presarioventures.com/bestever.

Dive into a deep discussion with Rebekah Taylor, partner in Taylored Investments, as she shares her journey from house hacking in Lynchburg, Virginia to partnering with top-class operators in the commercial real estate space. In this episode, we uncover the importance of due diligence, the impact of current market conditions, and the broadened horizons of real estate investing beyond traditional multifamily units.

Key Takeaways:

  • Holistic Investment Approach: Rebekah emphasizes the importance of not only investing in one\'s finances but also in personal health, family, and spiritual growth. She cautions against being solely driven by financial gains and urges investors to recognize the value in other aspects of life.
  • Current Market Trends & Debt Structures: The shifts in interest rates and the resulting impact on multifamily investments are highlighted. Rebekah touches upon the challenges faced with current debt structures, particularly for those who took short-term interest rates in recent years.
  • The Power of Partnership & Due Diligence: Rebekah\'s strategic partnership in a residential assisted living facility showcases the significance of teaming up with experienced operators. She stresses the value of thorough due diligence and learning from each investment experience to grow and adapt in the real estate landscape.

Rebekah Taylor | Real Estate Background

  • Partner at Taylored Investments
  • Portfolio:\\xa0
    • 120 multifamily units as a GP
    • 437 multifamily units as an LP
    • LP in fund of funds that controls 225 properties with mobile home parks, self-storage, and multifamily\\xa0
    • 9 units of SFR and small multifamily
    • Strategic partner in a 125-bed assisted living facility
  • Based in: Lynchburg, VA
  • Say hi to her at:\\xa0
  • Best Ever Book: The Go-Giver by Bob Burg
  • Greatest Lesson: Hope for the best & plan for the worst by having multiple income streams for unexpected job losses.

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