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The Value of Being an Expert Generalist

The Value of Being an Expert Generalist

Posted by Marcelo Bermudez

I drank from a firehose to learn all the jargon, acronyms, and details that are important to bring value as an advisor in commercial real estate finance.

I analyzed mobile home parks to high-rise buildings and everything in between.

Soon, I became adept at interpreting numbers and telling the story behind them while building deep capital relationships.

The more I learned, the more I became an expert generalist – someone with a breadth of knowledge and depth of expertise.

As my client base grew, so did the opportunities to delve into business capital assignments for industries like:

  • aviation,
  • biotech,
  • cannabis,
  • digital advertising,
  • entertainment
  • food/beverage,
  • infrastructure,
  • media,
  • professional sports,
  • renewable energy,
  • tax credits,
  • transportation/logistics, and
  • tech/video games.

Some would argue that I am a “Jack of all Trades…and a master of none”

Most people don’t know the entire quote. It is a compliment, not a backhanded insult.

“A jack of all trades is a master of none, but oftentimes better than a master of one.”

Warren Buffet and Charlie Munger of Berkshire Hathaway fame study wide and deeply in many fields to apply their insights into investing.

Being an expert generalist allows you to:

  • Leverage experience to create unique solutions,
  • Create more breakthrough ideas since you have more information to draw, and
  • And build more connections with people across different disciplines

Be the broadest thinker you can and stay curious.

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Marcelo Bermudez

Capital and Strategy
Marcelo Bermudez is the CEO of Shōkunin, a commercial real estate and business capital and strategy advisory firm.

As a strategist, keynote speaker, and mediator, he helps owners and investors unlock value and achieve their business and financial goals.

With hands-on experience managing businesses and navigating complex commercial real estate transactions, Marcelo understands the challenges of growth, restructuring, and successful exits.

He works closely with his clients to deliver practical solutions and drive results.

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The Value of Being an Expert Generalist