WS1633: Top 4 Most Downloaded Episodes on Passive Investing

Published: April 11, 2023, 7 a.m.

In this episode, we look back at our conversations with Maurice Philogene, Heather Dreves, Trevor Thompson and Denise Piazza. Our discussion zeroes in on how these pros have found their way into passive investing. Maurice talks about his journey to CRE, while Heather shares how her company helps finance investors achieve their passive income dreams.

Trevor, on the other hand, shares how he employs processes that make his investing more successful. Finally, Denise tells us how mentorship has helped her invest wisely.

Listen, learn and add these simple strategies to your passive investment plans!


Key Points From This Episode:\xa0

  • What does Michael\u2019s path to commercial real estate look like?
  • Why did it take him 14 years to become financially independent?
  • How does Heather make lending more inclusive?
  • What are the processes that Trevor employs that would help passive investors?
  • How has mentorship influenced Denise\u2019s path to real estate?


Tweetables:

\u201cHaving a mentor is everything because they can guide you and even if the mentor is not 100% correct, it doesn\u2019t matter.\u201d - Maurice Philogene

\u201cSo, these small-dollar balances, that\u2019s what this fund was really opened for, because we wanted to give that opportunity to invest and create wealth to everybody, just not high net worth individuals.\u201d - Heather Dreves

\u201cThe most important thing is for you to spend time and find the right person that is the sponsor of the deal and connect with them.\u201d - Trevor Thompson

\u201cI also went with a mentor with not quite as large of a group, so I\u2019ve been able to make some incredible connections with folks in that team and try to lead with my value-add to wherever they are in their process and wherever their experience takes them.\u201d - Denise Piazza


About Maurice Philogene

Maurice Philogene is passionate about living life to the fullest and invests in multifamily real estate as a way to make that possible.\xa0 Maurice locates, invests and operates apartments, mobile home parks, and multifamily commercial real estate across the United States.\xa0

About Heather Dreves

Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-grow

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