Jeffrey Taleff

Inquirer
DISC Type : cd

Fund Manager at CapRock Yield Fund

Palm Beach Gardens, Florida, United States

Overview

Jeffrey is the Fund Manager at CapRock Yield Fund, bringing over 25 years of diverse real estate industry experience. A graduate of the University of Cincinnati with a Real Estate Sales Associate certification, he specializes in commercial real estate, including net lease retail properties and portfolio management.

Beyond finance, Jeffrey demonstrates a strong commitment to community care as the CEO of Senior Helpers of the Palm Beaches. This venture reflects a personal dedication to providing essential services and support for the elderly, showcasing a passion for impactful business ownership outside of traditional real estate investment.

He successfully acquired and built a sizable portfolio of single-family and multi-family housing units before the age of 30.

Personality Overview

Hard To Convince

ROI Conscious

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Net Lease Investing
His fund focuses on acquiring stable, predictable commercial properties with creditworthy tenants and corporate-guaranteed leases, such as Dollar General locations.
Portfolio Diversification
He pursues a mixed investment strategy, including "outside the box" opportunities like "The Tox" franchises alongside more traditional, secure real estate assets.
Senior Care Services
As CEO of Senior Helpers of the Palm Beaches, he is an active business leader in the in-home senior care industry, demonstrating expertise in this sector.

Media Appearances

Jeffrey has no verified media appearances

Work History

1-2021
Fund Manager at CapRock Yield Fund
6-2009 - 11-2018
Chief Executive Officer at Senior Helpers of the Palm Beaches

Education

Education details unavailable from University of Cincinnati Carl H. Lindner College of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Palm Beach Gardens, Florida, United States Job Level : Middle Designation : Fund Manager at CapRock Yield Fund
URL has been copied!

Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly
  • Stress on the business value that your product offers

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Jeffrey

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • Their decision making speed is somewhere in the middle.
  • Can Jeffrey take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Jeffrey

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.