FREE FIELD GUIDE
A PASSIVE INVESTOR'S FIELD GUIDE
You were never taught to read a deal. You are about to wire money into one.
The Before-You-Wire Checklist is 12 questions in plain English that tell you whether the operator across the table is educating you or selling you. You do not need an MBA, a finance background, or a lot of money. You need about the length of one coffee.
Every question comes with the exact thing to ask for, and the tell that gives an operator away.
A printable scorecard. Run a real deal through all twelve and score it out of 24.
Free, and built to protect you whether you ever invest with me, with someone else, or with nobody at all.
9-page PDF, in your inbox in a few minutes.
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WHAT BACKWARDS COSTS
A pitch deck, some excitement, wire instructions. That is the whole process.
Here is one deal where nobody asked. Not a fraud. Not a bad building. Just twelve questions that never got asked.
MONTH 0
The wire goes out. Value-add deal, three year business plan, floating rate bridge loan that matures in twenty six months. Nobody flags the gap, because nobody asks.
MONTH 9
Rates move. The rate cap is the only thing holding the debt service down, and the money to replace it was never reserved.
MONTH 14
Distributions pause. The first time the investor hears about any of this is in a quarterly update.
MONTH 20
The operator admits new preferred equity ahead of the LP class to get the refinance done. The operating agreement allowed it without an LP vote.
TODAY
The building is still standing. Nobody committed fraud. That investor is simply last in line now.
Every one of those facts was available before the wire went out. Questions 7, 10 and 11 would have surfaced all three of them, in one email, before a dollar moved.
Be the investor who asked.
Twelve questions, in plain English, with the exact thing to ask for on each one. Free, and built to protect you whether you ever invest with me or not.
This checklist and any related conversation are educational only. Nothing here is legal, tax, or investment advice, and nothing here is an offer to sell or a solicitation of an offer to buy any security. Real estate investments involve risk, including loss of principal. Consult your own licensed attorney, CPA, and financial professional before making any investment decision.