What Investor Relations Looks Like at $3 Billion AUM
Автор: Invest Clearly
Загружено: 2026-02-16
Просмотров: 14
Описание:
In this conversation, Pat Zingarella and Bela discuss the evolution of real estate investing, the importance of education and trust in investor relations, and the strategies employed by Origin to maintain investor confidence.
Bela shares insights on the current performance of their portfolio, the significance of diversification, and the role of relationships in building a successful investment business. They also touch on the impact of AI in investment strategies and address common misconceptions about private investments.
0:00 Introduction
01:57 Journey into Real Estate
02:55 Role at Origin Investments
03:25 Educational Initiatives and Investor Relations
04:09 Differentiating Origin Investments
10:01 Investment Strategies and Performance
15:28 Client Relationships and Trust Building
21:50 AI and Technological Integration
26:08 Final Thoughts and Offerings
28:42 Conclusion
Connect with Bela: / isabela-carrasco
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