Episode 71

full
Published on:

4th Apr 2023

Charlie Kao | The Importance of Values and Priorities in Real Estate Investing

On today's episode of the Passive Wealth Principles Podcast, Jake Harris interviews Charles Kao, a real estate investor with an eight-figure portfolio of investments in self-storage, multifamily and other properties. 

Charlie shares his journey from working on his dad's real estate projects as a child, to gaining sophisticated investment experience in the Fortune 500 world, and finally building his own successful investment portfolio.

During the interview, Jake and Charlie discuss how his business model and employee structure have changed over time, with a focus on key investment principles that have helped him achieve success in real estate. 

Jake and Charlie also dive into some of the personal challenges that Charlie has faced, including a cancer diagnosis, and how these experiences have influenced his approach to investing and life more broadly. Charlie shares his strategies for coping with difficult situations while still maintaining focus and productivity, the importance of a strong support system, and the ways in which personal experiences and values can shape one's approach to real estate investing and business in general.

You will gain valuable insights into Charlie's investing style, including how he built his real estate portfolio while still working a high-income W-2 job. 

Tune in to this episode and learn from Charlie's experience and expertise in the world of passive wealth principles!

Enjoy!

What You’ll Learn in this Show:

  • The role of Charlie's corporate experience in preparing him for success as a real estate investor.
  • The types of properties that Charlie focused on early in his investing career, and how his strategy has evolved over time.
  • The importance of work-life balance for Charlie and how he has achieved it through his real estate investments
  • The ways in which personal experiences and values can influence one's approach to real estate investing and business in general
  • And so much more...


Resources:

Twinoakscap.com 

Twin Oaks Capital YouTube Channel


Books

Maximum Achievement


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About the Podcast

Passive Wealth Principles
Contrarian Investing for Cash Flow and Freedom
You are listening to the Passive Wealth Principles Podcast. Your host; Jake Harris is the founder of an award-winning real estate investment firm and actively investing in commercial real estate all over the country. This show allows you to tune into interviews, dive deeper and deconstruction many passive wealth principles not just from investing but tactics, strategies, and many fascinating ways in which people have achieved levels of passive wealth.

Through my nearly 20 year career as a professional investor, I have built an amazing network of people and come across some super-savvy investors that not only have a unique stance on the marketplace but look at the same problems we all face and many times have come up with a simple but unconventional approach to solving them.

So come be a fly on the wall. Enjoy the conversations and these amazing passive wealth principle lessons.

Learn more: https://www.catchknives.com/

About your host

Profile picture for Jake Harris

Jake Harris

A sought-after expert and gifted story teller with contagious energy, he inspires everyone around him with encyclopedic research. He can take complicated ideas and convey them simply and clearly for everyone to understand. As a founder and managing partner of an award-winning commercial real estate firm, he has authored a #1 bestselling book (CatchingKnives). He has been featured in many publications including The NY Times & Yahoo Finance, he is a frequent speaker, podcast guest, and a highly valued coach. He uses those superpowers to pioneer cutting-edge bold design into an exciting hotel, infill, and adaptive reuse projects across the country. To date has purchased and sold1200+ properties in23 states and amassed a commercial real estate portfolio of iconic properties. He earned a master's degree in International Real Estate, sits on the FIU real estate board, is an accreditedCongress of New Urbanism city builder, a member of CCIM, Urban Land Institute (ULI) and holds a CA real estate brokers license.