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JF3080: 10 Questions to Ask Before Investing in a Deal | Passive Investor Tips ft. Travis Watts
Season 1 · Episode 3080

JF3080: 10 Questions to Ask Before Investing in a Deal | Passive Investor Tips ft. Travis Watts

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing...

The Best Ever CRE Show · Joe Fairless

February 9, 202316m 35s

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Show Notes

Passive Investor Tips is a weekly series hosted by full-time passive investor and Best Ever Show host, Travis Watts. In each bite-sized episode, Travis breaks down passive investor topics, simplifying the philosophy and mindset while providing tactical, valuable information on how to be a passive investor.

In this episode, Travis outlines the top questions investors should ask themselves and the operator of a deal before making an investment in a real estate private placement or syndication.

10 Questions to Ask Before Investing in a Deal
  1. Ask yourself: Does this particular investment align with my goals and objectives? 
  2. What is your track record? Show me your past performance.
  3. Is this particular deal or property located in a growing and diversified market? 
  4. Is this particular property located in a tax-free state? 
  5. What kind of debt are you putting on the property? 
  6. What is the minimum investment? 
  7. When is the first distribution, and what is the frequency of distributions?
  8. Do you do monthly or quarterly reporting? 
  9. Does this particular deal or investment offer a preferred return?
  10. Ask about the K-1 tax forms that are generated.

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