James Keefe dives into the essentials of a SWOT Analysis, guiding investors through each step to leverage this strategic tool effectively. SWOT, an acronym for Strengths, Weaknesses, Opportunities, and Threats, is crucial for understanding both internal and external factors that impact a business.
In today’s dynamic financial landscape, traditional investment strategies are giving way to innovative approaches. At Bequest Asset Management, we’re dedicated to guiding investors through these changes, focusing on creating sustainable and passive income streams.
Cally Higgins, Project Manager at Bequest, outlines future plans for “Fallbrook,” a commercial property in Houston, Texas. Now in the second year of a seven-year investment, Bequest aims to elevate the building’s rating from B+ to A. She speaks on Planned improvements and upgrades that ensure to elevate the property.
Trish Higgins introduces the Leadership Dashboard, a versatile tool designed to keep you focused and on track. This evolving document helps you outline the most important elements of your life.
If you’re curious about how to conduct a thorough risk assessment from an investment manager or an alternative asset fund, this video is for you. We’ll explore the essential components of a Due Diligence Questionnaire, emphasizing how it helps identify operational risks and assess accounting and financial controls.
Are you ready to take your investment game to the next level? Great! Because understanding and leveraging investment theses is essential for growing your wealth and achieving your financial goals.
Today, we’re thrilled to host a distinguished authority in the field, Eric Sussman, who delivered a captivating presentation on how you can safeguard your real estate investments, even in the most challenging economic situations.
Join us as we explore the dynamic landscape of Bitcoin Mining, shedding light on current practices, future prospects, and the exciting changes occurring in the industry.
Imagine a life where you no longer have to rely on traditional banks or financial institutions.
Martin Saenz, the managing partner of Bequest Funds joins us to discuss successfully running a business, cash flow investing and financial freedom. We delve into some of his toughest lessons learned, and some of his best accomplishments.
Gerald Tostowaryk (host): Gerald discusses trends, economics, and general real estate information to help you stay informed on the market. He has interviewed a variety of industry experts to help you make informed and educated decisions.
