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Building a Knowledge Tree

Last week was my staycation week. I spent a lot of time reading books, thinking about my investments, and talking to other passive investors and exchanging notes. You will be amazed once you open your mind and let all the new information come in. Sometimes, a scheduled 30-min call turned into another scheduled call. At the end of the week, I made 10+ new friends, learned 3 new spaces that I didn’t even hear before, accumulated pages of notes. I did it by being genuine, showing curiosity, listening carefully, asking tons of questions, and offering my opinion from portfolio construction and risk management perspective, which is my unique strength, given my background. Holiday season is a good time to reach out to people, catch up with them and you might learn a new thing or two during casual conversations. If you haven’t done so, I strongly encourage you to do so. Nothing to lose, right? The “worst” case scenario is to learn nothing new and you have a 30-min pleasant chat.


We are working on adding more and more free educational content to our website https://www.sharpeinvestorgroup.com. It’s our goal to arm you with just enough knowledge and information so that you can start to Invest With Confidence. If you go to our website, you will notice three tabs in the navigation bar:


Topic of interests:

1. “Webinars” tab

Here you will find all the past webinars, covering a wide range of topics in details. The “downside” is that it’s usually an hour long, unless you set aside an hour, time block your calendar and stay focused, you probably won’t get the most out of it.

We have following series:


Fundamental series

Everything you need to know about certain asset class or investment strategy. This is the best place to start as a new investor to this specific asset class or investment strategy, if you want to spend an hour on the topic. If you don’t have enough time, “education” tab (see below) is the best place to start.


Networking series

The first 30 min is an interview with an expert on a certain topic, followed by a 30-min networking with other investors. You will be assigned into different breakout rooms and learn what other investors are doing.


Conference summary series

When COVID first hit, there were a lot of discussions in the real estate industry. There were so much information and so little time to attend all these meetings. We offer you value by attending all these meetings ourselves, condensing all the information into a few key takeaways per meeting. Usually an hour long summary webinar was condensed from 6-7 meetings we attended.

2. “Newsletter” tab

Here you will find all the past weekly “Invest With Confidence – Education Saturday” emails. These emails are written with the following goals in mind:


Short and sweet

You should spend no more than 2 mins reading it.


It’s all about data

As you all know, I am a “number” person. Data are worth a thousand words. Data don’t lie.


Up-to-date

Unlike the “education” tab, which provides the “evergreen” knowledge of real estate investing, the newsletters aim to describe what’s happening right now.

3. “Education” tab

Here the knowledge is decomposed into small modules so that you can absorb the information in no more than 5 minutes. These articles are written with the following goals in mind:


A tree structure of knowledge base

The worst thing is you don’t know what you don’t know. Having a tree structure of knowledge base gives you a holistic view. It also gives you a framework how to think about your portfolio. Then the job is easier - just filling the contents to the nodes on the tree.


Best content in a condensed form

There are so many books out there. Most of them provide useless, incorrect or outdated information. We spent so much time reading them, filtering out the bad ones, distilling key takeaways from a few good ones and constructing our own knowledge tree.


In my design, we will have following modules:


A. Myth/mindset This is the “WHY” part.

I always thought mindset is a woo-woo thing. It’s not as real as data, right? I am also skeptical about the so-called “gurus” who only talk about mindset and no real education content. I mean, who isn’t?


Recently, I realized the power of mindset from a different angle – removing ungrounded/wrong/pre-set believes is like removing cataract. All of a sudden, I can see things clearer and from a distance. That’s what I experienced recently, both in investment and in my personal development. And I can feel I am operating on a much higher level compared to before. There were a few a-ha moments and I was a little bit angry with myself why I was so stubborn, so closed-minded and why it took me so long to see something so obvious from hindsight.


That’s why I want to start with myth/mindset. Check to see whether certain mis-believes are holding you back. This week we publish two articles under “myth” section, please check it out.


B. Asset class This is the “WHAT” part.

We will cover characteristics of different asset classes.


C. Region This is the “WHAT” part.

We will use the data to show why we like certain MSAs and states.


D. Process This is the “HOW” part.

Depending on whether you are an active investor or a passive investor, this module will show you the step-by-step process.


E. Portfolio construction, optimization and risk management.This is my specialty.

I don’t see a lot of people think this way. People talk about specific deals (“trees”), but they lose sight of a bigger picture (“forest”). You can invest in several good deals on standalone basis, but your portfolio might still lose money, if they all expose to a hidden common risk. The module teaches you how to construct a diversified portfolio to weather the market storm.

4. Free Accelerated Learning (One Month)


I am recruiting a fast learner who is really EAGER to learn real estate investing, can COMMIT at least an hour per day, and is a good WRITER. I will help the learner build knowledge quickly by pointing them to the good contents and help connecting the dots. I will provide 15 minutes of video instructions on each special curated content and share the logic behind it. In exchange, I will publish the learner's summary on our website. In a nutshell, this is a FREE self-guided accelerated learning. If you or know someone who fits the description, please email me at yan@sharpeinvestorgroup.comand title “accelerated learning”.


With so much good contents coming soon, please don’t forget to subscribe to our newsletter by coming to our website (not all the contents are sent through weekly emails), and please refer to your friends who want to start real estate investing with confidence.


Invest with Confidence.






Yan Yan

Sharpe Investor Group

Want to invest for passive income? Click here


We hold FREE educational talks every 3-4 weeks: please join us on https://www.facebook.com/groups/coast2coastrealestate and watch the announcements. Hope to see you there! Invest With Confidence.

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