From Institutional Investing to Multifamily Investing - Karen Oeser Episode #93

Karen steps into the lab with the experience of managing multi-million dollar portfolios for over 25 years at the institutional level.  Karen managed over $150 million in fixed income while also juggling the role of Chief Compliance Officer. Her portfolio management experience includes co-managing a $250 million emerging markets fund and relocating an institutional asset management practice from Switzerland to London. Karen has taken her plethora of knowledge of investing and putting it to a new vehicle that can benefit partners in her community as a Principal of East Light Investments — a multifamily investment company. Karen and partners specialize in Class B/C+ properties in Upstate South Carolina, where she currently oversees acquisitions and investor relations. Karen kicks off our local Experiment Series as a true practitioner in the field experimenting a new change in her career and long term investment strategy. Join us today to find out why she made the switch from institutional corporate portfolio investing to investing for herself and her partners at East Light Investments. HIGHLIGHTS OF THE EPISODE 00:47 - Karen Oeser's investing experience overview 02:30 - Karen Oeser's background 06:46 - Insitutuonal Investing to Multifamily Investing: Why the switch? 10:40 - Multifamily Investing Pros: Stability - Multifamily Investing VS Institutional Investing 13:22 - Multifamily Investing Pros: Control of the investment - Multifamily Investing VS Institutional Investing 15:14 - Multifamily Investing Pros: Tax benefits and transparency 20:05 - Multifamily Investing Pros: Transparency of the investment - Multifamily Investing VS Institutional Investing 27:23 - Karen Oeser's Business Model 32:03 - Accessibility: What it means for Karen Oeser 33:14 - What type of service does Karen Oeser offer? Active Management or Passive Management? 33:14 - Multifamily Investing: Mutually beneficial relationship 39:09 - How to get into Karen Oeser's network 42:47 - The longevity of the Real Estate market CONNECTING WITH THE GUEST Website : http://eastlightinvest.com/ Email: [email protected] LinkedIn : https://www.linkedin.com/company/67319457/ Facebook : https://www.facebook.com/EastLightInvest/ Website : http://eastlightinvest.com/ Email: [email protected] LinkedIn : https://www.linkedin.com/company/67319457/ Facebook : https://www.facebook.com/EastLightInvest/