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Real Estate Confidence Checklist

Make smarter decisions and invest with clarity.

Before You Invest

□ I understand the difference between active and passive real estate investing
□ I have clarified my investment goals such as cash flow, appreciation, or tax benefits
□ I know my ideal investment amount and timeline
□ I have reviewed my risk tolerance honestly
□ I have verified the syndicator or sponsor’s track record
□ I understand how the investment structure works including preferred returns and profit splits
□ I have asked how and when distributions are made
□ I have reviewed the projected hold period and exit strategy
□ I have received and reviewed the private placement memorandum
□ I understand this is an illiquid investment and I am comfortable with that

Financial and Tax Readiness

□ I have spoken to my CPA or tax advisor about real estate investing
□ I understand how depreciation and cost segregation may benefit me
□ I know whether I am investing with cash, a one hundred thirty one exchange, a self directed retirement account, or a solo four zero one k
□ I have confirmed whether I am an accredited or sophisticated investor if required
□ I have funds ready and wiring instructions confirmed

Investor Mindset

□ I know that no investment is risk free and I am comfortable with that
□ I have done enough homework to feel calm and confident, not rushed
□ I know how to ask the right questions and trust my instincts
□ I feel aligned with the operator’s values and communication style
□ I have a long term vision and understand that wealth compounds over time

If you checked at least fifteen boxes, you are more ready than you think.

If you would like help reviewing your checklist or exploring whether passive investing is a good fit for your goals,

you are welcome to schedule a call with us.