Taylor Welch
Taylor Welch

@taylorawelch

8 Tweets Jan 20, 2023
My current asset stack.
NFA
1. Whole life permanent insurance
After funded these are accessible at 90-95% LTV and the interest is free. Grows compounded every year @ 6% tax free.
๐Ÿ‘‡๐Ÿ‘‡๐Ÿ‘‡
2. Long term triple net commercial.
Medical facilities. Restaurants with good finances, track records etc.
Usually 20 year leases and I always require rent guarantees from the corporate and usually personal levels for first few years during risk curve.
3. Development, primarily STR.
Weโ€™ve hacked STR. Developing condo neighborhoods and small multi STR purposed buildings.
Because of development structure they usually post $1-2m positive equity upon closing which covers risk during stabilization.
4. Business
The riskiest of the bunch.
Even if something makes it through my underwriting, the key here is Iโ€™m acquiring to BUILD, not to hold.
Which means risk. As always, priced into the deal = no problem. But your risk is always focus not just money.
A few lessons:
๐Ÿ† Notice my cascading priorities.
First I want preservation of capital. Second I want liquidity. Third I want tax / depreciation. Fourth I want cash flow.
You can make money from anywhere. Storing and preserving it is more trickery.
๐Ÿ† Every risk is TIME BASED.
Thereโ€™s usually 2-5 years of risk frontloaded into every deal. Thatโ€™s what creates the gap for a return.
Your jog is to cover that 2-5 years as many ways as you can.
๐Ÿ† You will lose sometimes
Never put so much in that you canโ€™t handle losing. The best in the world lose OCCASIONALLY and never - NEVER - trust someone who claims theyโ€™ve never lost.
If theyโ€™ll lie about that theyโ€™ll lie about anything.
Nowโ€™s a REALLY really good time to be locking up deals.
Just be smart and do the work to underwrite everything in proper order.

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