Many investors start with rental properties only to realize that managing tenants isn’t for them. In this episode, Will Harvey III shares his journey from being an award-winning residential loan officer and house flipper to founding a dedicated hard money lending fund. He breaks down the power of using real estate tax benefits like bonus depreciation, the importance of staying hyper-focused on your local market, and why he ultimately chose the finance side of real estate. Listen now to learn how to adapt your investment strategy to fit your temperament and build long-term wealth.
Key Takeaways To Listen For
- Will’s transition from active house flipping to passive apartment syndications and lending
- How to utilize cost segregation and bonus depreciation to offset ordinary active income
- Main benefits and challenges of operating a boutique hotel and wedding venue
- Why sticking to a known local market (like the Richmond area) mitigates risk
- The value of asset-based hard money lending and customizing loan terms for experienced borrowers
Resources/Links Mentioned In This Episode
- Tax-Free Wealth by Tom Wheelwright | Kindle and Paperback
- Berkshire Hathaway shareholder letters
- Lendr
About Will Harvey III
Will Harvey III began his real estate career in 2015 as an award-winning residential loan officer. After acquiring several residential rental properties and running a house flipping company, he realized he preferred the finance side of the industry over the day-to-day operations of being a landlord. This realization led him to invest heavily in private syndications as both a limited and general partner, eventually participating in boutique hotel and wedding venue investments.
Today, Will manages multiple funds, including a dedicated hard-money fund focused heavily on the Richmond area. His approach to lending is deeply relationship-driven and asset-based, focusing heavily on a borrower’s competence and exit strategy rather than just the appraisal. Will is committed to shared success and personally invests alongside his partners in every venture. He is also actively exploring the purchase of discounted seller-financed notes.
Originally from Haymarket, Virginia, Will navigated a non-traditional educational path as a double college dropout before finding his passion in real estate finance.
Connect with Will
- Website: Harvey Capital Management
- Email: will@harveycapital.com
Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://slipstreamaii.com/.
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- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554
