323: Unlocking Access to Off-Market Deals with Travis Baucom

Published: May 25, 2023, 4 p.m.

Today\u2019s guest is Travis Baucom, the founder, and CEO of Balcomie Capital. Balcomie Capital is a boutique firm for high-net-worth and high-income individuals that specializes in a seldomly invested but well-known property type that performs better than most others. Having started his journey in private markets back in 2012.

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Travis has successfully been involved with over $55 million in AUM through acquisition, development, repositioning, disposition, asset management, and strategic planning.

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*DISCLAIMER - We are not giving any financial advice. Please DYOR*

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(00:00 - 02:13) Opening Segment

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- Travis is introduced as the guest Host

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- Travis shares something interesting about himself

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(02:13 - 27:46) Unlocking Access to Off-Market deals

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- How Self-Storage Investing is Risk-Averse and Recession Proof?

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- What are the Benefits of Investing Locally and Privately?

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- Stability in a Sea of Change: Balcomie Capital\u2019s Investment Philosophy

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- Why Accessibility Matters to Investors?

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(27:46 - 34:10) Fire Round

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- Travis shared if he would change his investment strategy

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- Travis also shares his favorite Finance, real estate book, or any related book

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- Also Travis shared about the website and tools that he can recommend

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- Travis's advice to beginner investors

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- Also shared how he gives back

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(34:10 - 35:05) Closing Segment

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-If you want to learn more about the discussion, you can watch the podcast on\u2060\u2060\u2060\u2060\u2060\u2060\u2060 Wealth Matter\u2019s YouTube channel \u2060\u2060\u2060\u2060\u2060\u2060\u2060and you can reach out to Alpesh using this \u2060\u2060\u2060\u2060\u2060\u2060\u2060link\u2060\u2060\u2060\u2060\u2060\u2060\u2060.

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