Invest with Roots’ Post

Attention Future Millionaires: Here's Your Chance to WIN BIG! 🚀 Greywolfe Investing LLC is rolling out a game-changing offer that only 10 people will get to seize! ☆  Deal Breakdown: ‣ Grab a $65k store before September 6th. ‣ 50% of your investment is due to kick-off onboarding. ‣ 50% is due in 6 months. (we'll help you work this off this holiday season for you) That's right—talk with us to qualify! We can split your investment and dive into Q4 profits without shelling out a massive lump sum upfront! ⏳ Book a call below NOW to lock in this opportunity before September 6th, and position yourself with additional cash-flowing assets. 🔥 https://lnkd.in/eNpiUQer Don't let hesitation cost you your share of Q4 success!

A few days ago, in his annual letter to the shareholders of Berkshire Hathaway, Warren Buffett remembered his long-time business partner, Charlie Munger. Munger, who died last November at the age of 99, wasn't as famous as Buffett, but he was just as important to the company's success. Our latest Instaread looks at his investment philosophy. Check out POOR CHARLIE'S ALMANACK in the app. https://lnkd.in/gF4zGtcY

💰💼 Taking Cash Off the Table 💼💰 A controversial move or a strategic game-changer? Let's talk about it 👇 VCs often see founders selling secondaries as a red flag 🚨, questioning their belief in the business's future. But at NOYACK, we see it differently. In fact, we encourage founders to take some cash out as part of a deal. Why? 🤔 - 💼 All In: Founders (especially bootstrapped ones) often pour everything they have into their business. - 🏡 Lifestyle Matters: Taking cash out can help with personal goals like paying off mortgages or funding education. - 💸 Risky Business: For many, the company represents nearly all their net worth (this diversifies their risk). - 🛡️ Risk Mitigation: As the stakes rise, founders may become overly cautious. Liquidity can bring clarity and boldness for the next phase. Here’s the truth: Founders who sell secondaries rarely "relax." Instead, they often feel reinvigorated to chase bigger success. There are also key scenarios where secondary sales make sense: -👥 Co-Founder Transitions: Helping departing founders exit gracefully while the company powers forward. -💰 Rewarding Employees: Long-time team members deserve liquidity for their dedication. - 📈 Investor Returns: Early investors and angels can realize gains, aligning cap-table interests. From diversifying risk to rewarding dedication, strategic liquidity is just the start. Join over 160,000 subscribers and stay ahead with Noyack Wealth Weekly, the #1 newsletter on financial education! 👉 https://lnkd.in/eGKU2ZWQ #FinancialEducation #DIYwealth #PersonalWealthManagement

We've got the perfect weekend read for you. In this exclusive interview with Chris Mayer, the author of 100 Baggers, he shares insights on what drives long-term shareholder value, one of his current holdings, and the most common mistakes investors make. https://lnkd.in/dpVt2F8k

It was interesting to interview Redwheel's Ian Lance, who is candid about some of the big challenges facing the active fund management industry. He believes far too many fund managers are sheltering in overpriced ‘Magnificent Seven’ tech stocks because they fear they will lose their jobs if they veer too far from the global index. His view also applies to fellow value managers, who he says have now drifted into quality growth stocks. In his opinion, the repercussions are likely to be negative for active fund groups, who are ‘charging an active fee but not giving people an active product’. Check out the full interview for Citywire #investing #Magnificentseven

Having access to multiple potential acquisitions is an important aspect of a successful CRE investment strategy. However, speed is the decisive factor that seals the deal (or rather, deals). Digital listing platforms have, in recent years, changed the CRE field, putting a myriad of deals quickly and easily at investors’ fingertips. The thing is, as a consequence, they must act quickly as well. Duckfund’s founder, Anna Kogan, reminds us that to truly leverage access to multiple options as an investor, you need the means to be a qualified bidder. One way to achieve this is by providing an attractive earnest money deposit, demonstrating your interest and preparedness to move forward with the deal. To achieve this, focus on: 👉 Maintaining readily available capital for earnest money deposits 👉 Opting for quick, risk-free soft deposit financing By following these practices, you'll be one step closer to securing that deal. Learn more about how to gain competitive leverage with earnest money deposit financing: https://lnkd.in/ePVvMQB3    #CRE #CREInvestment #CREMarket #CREInsights #CommercialRealEstate #EarnestMoney #SoftDeposit #CREStrategy

💡 Lessons Learned: Navigating Challenges in Raising $1.3M Reflecting on my recent experience raising $1.3 million for our recent deal, I want to share some valuable lessons learned along the way. It wasn’t an easy journey, especially given the timing and the obstacles we faced. Here’s a peek behind the curtain: 1. Timing is Everything! Raising capital during the Fourth of July was a challenge. With everyone focused on vacations and travel, investment conversations were tough to initiate. The holiday period proved to be a less-than-ideal time to connect with potential investors. I won't do that again! 2. Persistence Pays Off Despite the timing, persistence was key. I hit the phones relentlessly, educating potential investors about the benefits of our NNN lease. It was a grind, but staying persistent made all the difference. 3. Education is Crucial Educating investors about the unique advantages of NNN leases was essential. By breaking down how the tenant covers all expenses, ensuring a stable income stream, and highlighting the long-term lease commitment, I was able to build confidence and trust. 4. Leverage Your Network Referrals played a significant role. By reaching out to my existing network and encouraging them to refer interested parties, I expanded our pool of potential investors. This network effect was instrumental in our success. 5. Managing Over-Subscription Ultimately, 18 investors came on board, but we faced an interesting challenge – we were oversubscribed. Eight more potential investors were unfortunately turned away. While it’s a good problem to have, it underscores the importance of managing expectations and ensuring clear communication. Success in Numbers Through these efforts, we secured $1.3 million and closed the deal. The commitment from 18 investors not only reflects the strength of the opportunity but also the effectiveness of our strategy. At Rooster Equity Partners, we pride ourselves on navigating these challenges and turning them into successes. Interested in learning more about our investment strategies or joining us for the next opportunity? Let's connect and explore how we can work together! 🔗 Join Our Next Investment Opportunity here https://lnkd.in/gphWeYWM #RealEstate #Investing #NNNLeases #CapitalRaising #InvestmentStrategies #RoosterEquity #LessonsLearned

Founders: Are you constantly treading water to stay afloat? If YES, then here’s your life raft 👇 Cash. Boring old cash. It's not sexy. It's not high-flying. And it's the opposite feeling of Gabriel Medina flying through the air. But you must reinvest profits back into the business to build cash reserves. Rule of thumb: Your reinvestment rates should mirror your growth rate → so if you’re growing revenue at 25% per year, you should be reinvesting 25% of the profits back into the business. And the less profitable you are, the ⬆️ your reinvestment rate should be relative to revenue growth. Stay afloat. Stay in the game.

Founders - 30 investor meetings and no deal? Here’s how one founder kept going—and won. I recently worked with a founder who launched their raise with 30 investor meetings right out of the gate. The initial response was positive—but not enough to close a deal. Instead of slowing down, this founder doubled down. Over weeks three to five, they added 20 more meetings, pushing their total to 50. And then... it happened. A term sheet came through from one of those later conversations—a deal that might never have surfaced if they’d stopped after the first wave. The takeaway? Persistence pays off. The founders who close rounds are often the ones who face the most rejection—but keep going anyway. Keep the momentum alive. Don’t stop after the first round.

Some good reasons to back Chancery Lane are due to the focus on investments generating a reliable growing income into retirement. The Merchants Investment Trust has helped to do just that, despite the dividend cuts that impacted 2021, as they have maintained reserves to keep growing dividend payments. See the Citywire interview replay with Simon Gergel, and why at current valuations, 12% pa growth is quite possible. Chancery Lane have all the research to prove their income generating model, which is what you pay for vs. Hargreaves Lansdown. #investmenttrusts #merchants #incomeinvesting #financialplanning #ukequities