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

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