In this #Highlights episode, we look back at our conversations with Charlie Stevenson and Jay Helms. Charlie and his wife are passionate about traveling. While on their honeymoon, they decide to leave their jobs that pay well so they can spend more time with their family and travel as much as they want to. A leap of faith led them to where they are now –syndications. Find out Charlie’s secret that helped him break through in real estate investing!
Watch the episode here:
Listen to the podcast here:
Jay also takes us back to the first property he and his wife bought. It was their first big, scary step into real estate. They were living paycheck to paycheck then and it felt like they were taking the biggest plunge of their lives. Like Charlie, Jay had something that helped him get past that first scary step into real estate. Listen now to discover their secret to break through in real estate investing!
Key Points From This Episode:
- Charlie shares his background before his breakthrough into real estate investing.
- What Charlie and his wife learned from being landlords.
- Charlie got into syndication to gain economies of scale and leverage the systems they built.
- How did they learn the process of getting into syndications?
- Adding value to the operators they learned from through authenticity, candid communication, and complementary skills.
- The issues when exploring new markets and how they overcame.
- Jay’s initial background in real estate investing.
- Why Jay believes that the first scary steps should always continue to happen.
- How Jay and his wife arrived at a mutual decision to take their initial biggest plunge in investing despite the fear of bankruptcy.
- Jay’s tips on how to break through the first scary step of real estate investing.
“A really important inflection point for us was attending a conference.” —Charlie Stevenson
“Those first scary steps should always continue to happen.” —Jay Helms
“You cannot eliminate risk. But you can make a really good educational guess based on what you know, and what other people who have gone before you know.” —Jay Helms
Links Mentioned in Today’s Episode:
About Charlie Stevenson
Charlie, together with his wife, Kristina, co-founded Akras Capital. Their mission is to help people achieve freedom, breaking free from the constraints of money, time, and unfulfilling jobs. Having worked for a decade in corporate America as Investment Portfolio Managers and Product Directors, Kristina and Charlie no longer felt inspired by their day-to-day lives, earning salaries and living according to their career tracks. They yearned to travel, spend time with family, and have a life of freedom. On their honeymoon, they pledged to leave their jobs to travel the world for a year. So, they quit and took off for Asia and Europe, exploring 30+ countries. This freedom was fueled by the passive income they’ve generated renting their home in Boston, and they realized while riding a train across Siberia, that if they turned this side hustle into a real business, they could be free to travel, spend time with family, and live life to the fullest. After founding Akras Capital, they’ve directed it to produce this same freedom to others.
About Jay Helms
Jay Helms is an Amazon #1 best-selling author. He has been featured twice on BusinessInsider.com, and is the founder of the W2 Capitalist, a mastermind community for aspiring and experienced real estate investors. Timid, apprehensive, and fearful about purchasing his first single-family rental, Jay now owns over a million dollars in real estate assets and escaped the rat race after just 6 years of side hustling in real estate investing. Knowing that closing on the first deal is the biggest hurdle and mental roadblock for new investors, Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. When their family of five is not traveling the country, Jay and his wife, Cassie, reside in Gulf Breeze, FL with their three kids.
Love the show? Subscribe, rate, review, and share!
Join the Real Estate Syndication Show Community: