What Investor Relations Looks Like at $3 Billion AUM with Isabela Carrasco

In this conversation, Pat Zingarella and Bela discuss the evolution of real estate investing, the importance of education and trust in investor relations, and the strategies employed by Origin to maintain investor confidence.

Bela shares insights on the current performance of their portfolio, the significance of diversification, and the role of relationships in building a successful investment business. They also touch on the impact of AI in investment strategies and address common misconceptions about private investments.

0:00 Introduction

01:57 Journey into Real Estate

02:55 Role at Origin Investments

03:25 Educational Initiatives and Investor Relations

04:09 Differentiating Origin Investments

10:01 Investment Strategies and Performance

15:28 Client Relationships and Trust Building

21:50 AI and Technological Integration

26:08 Final Thoughts and Offerings

28:42 Conclusion

Connect with Bela: https://www.linkedin.com/in/isabela-carrasco/

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