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The Gold Collar Investor


Oct 12, 2020

In today’s show, Pancham interviews Jilliene Helman, a certified wealth strategist. Jilliene is also the CEO and founder of RealtyMogul.

Jilliene left her high-paying job when she realized her goal of helping investors generate passive income and investments. Her dedication to finding investment opportunities helped RealtyMogul gain recognition as one of the top real estate crowdfunding platforms.

Today, RealtyMogul now has over 200,000 members on the platform with 20,000 investments, and counting. Jilliene was also included in Forbes’ 30 under 30 list last 2015 and has been recognized as Woman of the Year by Fintech last 2017.

In this episode, Jilliene shared how she came up with RealtyMogul, what she looks for in investments, and her passion of providing people a home. You’ll surely learn valuable real estate and crowdfunding lesson and insights in today’s episode so don’t miss it!

 

Quote:

 “One of our cultural values is details matter. And what that means is that we’re willing to dive in. We’re willing to understand the risks of the investment.”

Timestamped Shownotes:

  • 2:10 – Pancham introduces Jilliene to the show
  • 3:44 – How she got into real estate business
  • 5:54 – Her mindset when she built RealtyMogul
  • 9:51 – Improvements in her investment portfolio
  • 12:53 – Where she focuses her investments
  • 15:29 – Changes in her business amidst COVID-19
  • 20:20 – How to invest using RealtyMogul
  • 23:45 – How journaling and gratitude has helped her
  • 29:28 – Taking the Leap Round
  • 29:28 – The first time she invested outside Wall Street
  • 31:10 – Her fears when it comes to investing outside Wall Street
  • 32:30 – One investment that did not go as expected
  • 35:32 – One piece of advice to aspiring investors 
  • 36:54 – Jilliene’s contact information

 

3 Key Points:

  1. Importance of knowing the risks in investments
  2. Being dedicated to achieving the goals of the company
  3. Knowing your business priorities

 

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