The Adventures of a Real Estate Investor

AREI 121 (S3E4): Unlock Your Financial Freedom through alternative Fund Models with Heather Dreves

March 05, 2024 Michael & Suzy Season 3 Episode 121
The Adventures of a Real Estate Investor
AREI 121 (S3E4): Unlock Your Financial Freedom through alternative Fund Models with Heather Dreves
Show Notes

In this episode, we chat with Heather Dreves, shares her unique journey from being an educator to self-directed IRA investor and as a dynamic real estate operator.

Heather from Secured Investment Corp, shares her insights on how they are utilizing different fund structures to attract capital. She also dives deep into the valuable insights for passive investors who just starting out. Come join us and listen in! 👉Link to YouTube Episode Here!

💢 Don't miss to learn:

  • Heather's top tips for achieving financial freedom through real estate

Episode Highlights 

 1: Introduction

  • We welcome Heather Dreves to the show and to our adventurous family.
  • Heather's background in private money lending and her transition into self-directed real estate investing.

2: Alternative Passive Investment Strategies

  • Discusses Heather's journey from traditional financial advice to alternative passive investment options.
  • Self-directed IRAs and using them for real estate investment.
  • Highlights the benefits of self-directed IRAs, including control over investment decisions and tax advantages.

 3: Private Money Lending with Self-Directed IRAs

  • How Heather uses her husband's self-directed IRA to fund real estate loans as a private lender.
  • Details the advantages of private money lending, including higher returns compared to traditional investments and lower risk profile due to first-lien positions.
  • Discusses the tax benefits of using a self-directed IRA for private money lending.

Chapter 4: Secured Investment Corporation Funds

  • Introduces Secured Investment Corporation, Heather's company offering real estate investment funds.
  • Explains the two types of funds available: debt funds and equity funds.
  • Discusses how the debt fund works..
  • Highlights the benefits of investing in these funds, including diversification, passive income, and potential for growth.

5: Market Insights and Due Diligence Advice

  • Heather shares her perspective on the current real estate market, emphasizing the importance of caution and careful analysis.
  • Advises investors to consider multiple exit strategies and not chase yields blindly.
  • Stresses the importance of conducting thorough due diligence on potential investment opportunities and operators.

6: Asking Heather " the Adventurous Four"

  • Heather expresses her desire to use her success in real estate to give back to the community, particularly veterans and their families.

Tweetable Quotes:

 "I really do strongly believe in the ability to understand Financial freedom as well as generational wealth. I don't want to just take care of my kids, but, I want to set them up in a way that they understand that."  - Heather Dreves

Connect with Heather
• Website: https://securedinvestmentcorp.com/
• Facebook:   / securedinvestmentcorp
• (800) 971-5988
• Email: hdreves@securedinvestmentcorp.com

Explore more. Adventure awaits.
👉Please subscribe and leave an honest review.

How do you want to create an impact in your world?
👉Check ou