This episode caters to you passive investors (defined as investors who prefer to write a check and collect checks) who are considering a passive real estate investment opportunity. These are the 10 steps we strongly recommend you go through before you even consider plunking down your hard-earned money on any type of passive investment!
We know a big percentage of our listeners are active investors (defined as someone who actively finds, negotiates, and develops their own deals… and treats their investing like an ongoing operating business), so if that’s you as well, we think one of your main goals should be to eventually become a passive investor in larger commercial or multifamily deals.
#1) Nothing beats consistent, reliable, and higher, double-digit returns that continue to pay – even while you sleep! J
#2) The tax benefits for real estate professionals (investors, realtors, mortgage brokers, etc.) who invest in larger, passive investment opportunities are quite simply… THE SINGLE GREATEST TAX SHELTER IN THE ENTIRE U.S. TAX CODE!
In this episode, we share with you 10 critical steps that will serve as your guide whenever you’re considering a passive real estate investment oppportunity
Check out the steps below:
02:48 Determine What Type of Investment is the Right Fit For You
04:20 Assess Experience Level of the Manager
06:59 Search for a Preferred Return
10:00 Review the Profit Splits
12:35 Look for Realistic/Conservative Assumptions in their Projections
15:16 Check out the Manager/s Business Plan
16:25 Check out the Location and Surrounding Area’s Demographics
18:10 Really Get To Know The Manager/s
24:51 Assess Their Communications and Financial Reporting
25:39 Review All the Legal Documents
To request the video tutorial version of of this presentation (which we highly recommend because we dive in with a lot more detail, graphics, examples, and case studies), just go to the home page of our website at: www.GoDreamVest.com
If you have any questions at all, please don’t hesitate to reach out to us. We’d love to hear from you… and help you on your investing journey in any way we can!
Thank you for listening!
Who are Bill and Kimmie?
Here’s a quick snippet on who they are (and why you should, or should not, be listening to them)! And if you want a little deeper dive on their history, mindset, and approach to investing, here’s an interview they did titled The Truth: Bill G & Kimmie P EXPOSED!
Invest with Bill and Kimmie
The best way to start the process is to visit our site at GoDreamVest.com, and get familiar with our investment philosophy, approach, and criteria, as well as our track record & experience.
We encourage you to take advantage of all the free resources we make available on the site, and if you feel we’re in alignment, the next step would be to fill out our short investor application (link posted below). We’ll follow up with you once we receive your application, and if there’s a fit, we’ll start notifying you of upcoming investment opportunities.
Ready to get started?
Contact & Follow Bill & Kimmie P
Through their Website
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