Our guest for today is the Co-Founder and Principal of Wealthward Capital, a private equity investment firm. Wealthward Capital invests in multifamily assets, self-storage, and commercial debt instruments. They help investors preserve and grow their wealth by partnering with top-performing sponsors/ operators who have a strong track record for successful asset management and meeting or exceeding investor returns.

Our guest brings his expertise to the real estate arena with experience from over 20 years in investing, due diligence, and financial operations. He has built professional services practices, run small businesses, and helped take Splunk (SPLK) through an IPO and grow to a billion-dollar company. He's also the author of the upcoming book From No Doe to IPO.

Let’s dive right in and learn from Christopher Nelson on how to prepare for the unknown after an IPO.

[00:01 – 10:16] Opening Segment

• We introduce our guest, Christopher Nelson
• Christopher talks about his background

[10:17 – 22:34] Little Bit of Domain Inexperience

• Christopher talks about his upbringing and education on Money
• Learning and knowing what to do next
• Christopher goes over his passion for education

[22:35 – 32:48] The Three Principles To Be Considering

• Christopher talks about the important principals
• Principle #1 You are the Asset
• Principle #2 Always work for Equity
• Principle #3 Think like an Investor

[32:49 – 40:28] Don't Do Any Due Diligence?

• Christopher's bad investing advise
• Using JOY as a North Star, a compass, as a guide
• Christopher shares his experiences as a full-time doctor starting out investing
• Deciding what your goals are and choosing the vehicle to go with
• Final thoughts
• Christopher's book recommendations:

[40:28 – 47:42] Don't Do Any Due Diligence?

• Christopher shares using a lens to see the world
• Final thoughts
• Christopher's book recommendations:

Essentialism

Tweetable Quotes:

“So it was out of that failure. And I truly believe that it's in failure, that we have our greatest lessons learned.” – Christopher Nelson

“OK, how do we actually take this paper money now and turn it into a suitcase full of cash?” – Christopher Nelson

“at least in technology, we have the spirit of open source, like a watch and see what we're doing and feel free to participate and contribute.” – Christopher Nelson

“So I do think there's also a lens of I I like I work so hard to get here. I don't want to be the guy raising my hand saying I really like I didn't plan for what happened next.” – Christopher Nelson

Connect with Christopher! See the links below:

Go to his LinkedIn, Facebook, and Twitter, pages to connect with Jeff. Visit his Website and YouTube.

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