Top 10 MUST ASK Questions Before Passively Investing in Apartments
KELLY IANNONE
?? 20-Years in Corporate Leadership at Disney >> Full-time Investor ?? 5 Star Kid Chaperone ?? Aspiring World Cruiser ?? Founder of Waypoint Investor Club
I was so nervous.
I remember my first passive investment in a real estate syndication.
? I didn’t know what questions to ask.
? I was nervous about the unknown.
? I wish I had more guidance or a checklist to vet deals.
?The good news is, I took a leap of faith, and it all worked out just as I had hoped.
?But I want you to feel more empowered than I felt when I first started.
?? I’ve been doing this now for many years –
?? I’ve ran the numbers and analyzed hundreds of deals across multiple markets
And I created a list of questions for you to ask before you invest in your next deal:
? So, you reduce your risk.
? So, you feel like you properly vetted a deal.
? And feel confident about the investment you made
The Stressless Investment Checklist:?
ABOUT THE DEAL -
1 - What’s the business plan?
2 - Will you be offering a LIVE investor webinar or Q&A session?
3 - Does the property cash flow day 1??
4 - How did you stress test this deal?
5 - What’s the plan if the economy changes and you can’t sell?
领英推荐
6 - What are the biggest risks of investing in this deal?
ABOUT THE SPONSOR -
7 - Are you bringing your own money into the deal?
8 - Tell me about a time during a project when things didn’t go according to plan.
9 - Have you ever done a capital call and what did you do to try and prevent it??
10 - What will I find when I run your background check?
I can’t wait for you to use this – I’m confident it will give you exactly what you need to feel good about saying “yes” or “no” to your next opportunity.
I'm rooting for you!
Kelly
P.S. Have questions about the checklist? Comment below or send me a DM – I’d love to hear from you.
Hey, I'm Kelly. ??
Like many of you, I spent decades working in Corporate America in high-level roles. I share how to use passive investments to diversify our income stream as it's an extremely important for your financial health.
? If you would like help along this journey or want to learn more, let’s grab coffee on Zoom – I’d love to meet you. Here’s my?calendar. Let’s talk soon.
Like this article? Want to see more? Ring the ?? on my Profile
?? Check out my website for more resources ?? www.investwithkelly.com
#syndication?#passiveincome #apartments #financialfreedom
?? Capital-Raising Coach / ?? Sales Expert: $800M Track Record / TX Vineyard ?? Developer / Tech Investor / ?? 7th Gen Proud Texan
1 年This is an excellent list KELLY IANNONE! I love your story – you are the definition of taking action on your dreams. Keep inspiring.
Private Mortgage Investments are for Texas investment property only.
1 年How did you get over feeling confused….tell me more.
Founder + CEO of Investor Acquisitions | Real Estate Investor | I help real estate operators build their brand & attract investors | Trusted by 33 Firms | DM "Intro" to set up an intro call
1 年Inaction is tough. Actually think about the regret you’ll feel if you don’t do anything about those dreams. That’s what finally did it for me
Private Mortgage Investments are for Texas investment property only.
1 年Who and how are the project funds managed?