I thought I was smart #oilandgasinvesting #realestateinvesting

25 Jun 2025 · 1 min
0:46

Courtney Moeller (speaker) describes discovering that investors pool capital through syndications across asset classes and reflects on her learning process as an investor and syndicator. She explains how her experiences investing with others revealed communication and presentation gaps in deals, which she then used to shape how she brings syndications and investment opportunities to people.

Chapters

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Don’t assume leverage is always necessary.

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Stop falling for oil deals that scream 10x.

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If you need $5,000 every month, no matter what, oil may not be your lane.

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Don’t let fear stop you, let it sharpen you.

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Don’t assume a deduction means it’s low risk.

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Don’t rely on real estate to protect you from inflation.

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Never assume one asset fits every goal.

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Don’t chase asset classes. Chase alignment.

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Don’t fool yourself, you don’t have control.

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Never trust someone who isn’t scared to lose your money

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Don’t get caught in the multifamily hype.

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