In this episode of From Adversity to Abundance, host Jamie Bateman shares a presentation from the 8th Annual Cash Flow Expo, where he breaks down one of the most overlooked steps in real estate investing: identifying your investor avatar. Too often, investors jump straight into mortgage note investing, rental properties, or passive deals without first asking a critical question—what type of investor am I? Skipping this step can lead to frustration, misaligned strategies, and unnecessary risk.

Drawing from his experience at Labrador Lending, Jamie outlines the three primary investor avatars they serve and explains how to determine which approach best fits your goals, risk tolerance, time availability, and desire for control. Whether you focus on notes, rentals, commercial real estate, or passive income opportunities, the principles in this episode will help you align your strategy with who you are—so you can make clearer, wiser investment decisions.

Guest Introduction:

Jamie Bateman

Jamie Bateman is a mortgage note investor, fund manager, and founder of Labrador Lending. He is also the host of From Adversity to Abundance, where he helps real estate investors build mental fitness and make informed investment decisions. Through his work with both active and passive investors, Jamie focuses on helping individuals align their investment strategy with their goals, resources, and risk tolerance.

Episode Highlights:

• The Cash Flow Expo Presentation – Jamie shares insights from his talk at the 8th Annual Cash Flow Expo.

• Why Most Investors Skip This Step – The dangers of jumping into deals without first identifying your investor avatar.

• The Three Investor Avatars – A breakdown of the core investor types Labrador Lending serves.

• Aligning Strategy with Personality – How time, risk tolerance, capital, and control preferences impact your investment approach.

• Active vs. Passive Investing – When each path makes sense—and when it doesn’t.

• Avoiding Misalignment – How self-awareness can prevent costly investing mistakes.

Key Takeaways:

• Not every investment strategy is right for every investor.

• Identifying your investor avatar creates clarity and confidence.

• Self-awareness is a competitive advantage in real estate investing.

• Active and passive strategies both work—but only if aligned with your goals and resources.

• The best investment strategy is the one that fits you, not what’s trending.

Learn More about Labrador Lending:

Integrity Income Fund:

labradorlending.com/passive-investors/

Labrador Mentorship:

labradorlending.com/active-investors/

Asset Management Service:

labradorlending.com/hybrid-investors/

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Purchase Jamie’s Book: www.amazon.com/dp/B0CGTWJY1D?ref_=pe_3052080_397514860

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Connect with us

Website: www.adversity2abundance.com

Facebook: www.facebook.com/labradorlending/

Instagram: www.instagram.com/labradorlendingllc/

LinkedIn www.linkedin.com/company/labrador-lending/?viewAsMember=true

Youtube: www.youtube.com/channel/UChYrpCUlqFYLy4HngRrmU9Q

Connect with Jamie

LinkedIn: www.linkedin.com/in/jamie-bateman-5359a811/

Twitter: twitter.com/batemanjames

Know Yourself First: Jamie Bateman on Discovering Your Investor Avatar