Request for Pointers on Building my Investor Profile

[Gina Russoniello Tiwari]

Hi BP community, 

My husband and I are new to investing and have spent the last several months educating ourselves and exploring different real estate investment types. We are ready to get started talking to brokers and evaluating potential deals in the following investment classes:

1. Syndications and Funds (we are accredited investors)
2. International (currently Europe) vacation rental properties
3. Local residential rental properties

We listened to a broker on a podcast discussing the importance of having an investor profile to share with people in the industry so that professionals in the industry will both understand your background and goals and, more importantly, take you seriously and give you their time. However, we aren't completely sure what to include in our "profile" (should it look like a resume)?? and would sincerely appreciate any pointers this community can offer us.  

Thank you!

Gina
 

[Mike Lambert]

Gina, it's not an official document and therefore there's no format for it. You'd just put whatever shows that you're serious and capable of closing on transactions: you have educated yourself, you have objectives, you have (access to) money and you're an action taker. It shouldn't look like a resume but it could be a narrated resume.

If you're an LP in a syndication or a fund, it's not really useful because you're the investor and the GP will happily take your money. It's not very useful to buy international vacation rental properties either but it could be a nice to have and it doesn't hurt to have such a document. It's gonna be mostly useful if you buy local apartment buildings so you might want to concentrate on that part.