Real Talk About the SoCal Estate of Mind with Host Wendy Ross: After decades of working at a variety of real estate brokerages in Silicon Valley and Orange County, Wendy decided it was time to create a different real estate business model, so she did! That’s when Veracity Real Estate Co. entered the market. The time was ripe for a renewed commitment to bespoke client advocacy at all price levels, seldom available within high-cost luxury markets. Wendy has built a company of data-driven real estate investment advisers who are truth-seekers and -tellers. What you’ll hear time and time again is that Wendy and her team provide their clients with facts and data derived from practical local real estate analysis. They even study international luxury trends so clients make the best-informed decisions for themselves and their family legacies. Every week, Wendy asks notable names to join her in providing a behind-the-scenes analysis of the SoCal real estate market. Wendy looks at the market a bit differently, and so do her guests. We’re sharing what the industry knows… and sometimes what the industry doesn’t want you to know… but she does, because your home will be your best investment if you know how the game is played.
Episodes
Monday Apr 18, 2022
Monday Apr 18, 2022
Is there more to investing than simply making a good return?
Certainly, Orange County real estate has proven to be a sure bet, and with it have come thousands and thousands of homeowners who have chosen to parlay their gains as investors in companies and other institutions.
But what if these investors could translate their investments into social good? That's the mission of Wendy Ross' guest, Roy Allen.
Roy is a distinguished economist who advises family offices and institutional investors with a particular focus on ESG (environmental, social and governance) and mission-based investing.
After earning his degree in Economics from the University of Arizona, this overachiever jaunted off to Europe to play professional basketball and get his master's degree from the London School of Economics.
In this wide-ranging interview, Wendy talks with Roy about the different financial models of real estate investing, how and why Orange County is different than other parts of California and the United States, and his views on housing and homelessness as an ESG investor.
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