323: Unlocking Access to Off-Market Deals with Travis Baucom

Wealth Matters By Alpesh Parmar

Today’s guest is Travis Baucom, the founder, and CEO of Balcomie Capital. Balcomie Capital is a boutique firm for high-net-worth and high-income individuals that specializes in a seldomly invested but well-known property type that performs better than most others. Having started his journey in private markets back in 2012.

Travis has successfully been involved with over $55 million in AUM through acquisition, development, repositioning, disposition, asset management, and strategic planning.

*DISCLAIMER - We are not giving any financial advice. Please DYOR*

(00:00 - 02:13) Opening Segment

- Travis is introduced as the guest Host

- Travis shares something interesting about himself

(02:13 - 27:46) Unlocking Access to Off-Market deals

- How Self-Storage Investing is Risk-Averse and Recession Proof?

- What are the Benefits of Investing Locally and Privately?

- Stability in a Sea of Change: Balcomie Capital’s Investment Philosophy

- Why Accessibility Matters to Investors?

(27:46 - 34:10) Fire Round

- Travis shared if he would change his investment strategy

- Travis also shares his favorite Finance, real estate book, or any related book

- Also Travis shared about the website and tools that he can recommend

- Travis's advice to beginner investors

- Also shared how he gives back

(34:10 - 35:05) Closing Segment

-If you want to learn more about the discussion, you can watch the podcast on⁠⁠⁠⁠⁠⁠⁠ Wealth Matter’s YouTube channel ⁠⁠⁠⁠⁠⁠⁠and you can reach out to Alpesh using this ⁠⁠⁠⁠⁠⁠⁠link⁠⁠⁠⁠⁠⁠⁠.

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