All Forum Posts by: John Fortes

Great question, I know @Sri L. is killing it in a rent controlled area with the strategies she is using and implementing in the market. 

Outside of that, investing passively in multifamily syndications. 

Happy investing!

If you have your own investors that you have cultivated over the last few months/years you can utilize investor portal platforms. 

There are a few to choose from, we use InvestNext. Once you find the one that suits you and your investors and have set it up, you simply invite your investors and invite them to the platform. There they can review, subscribe/commit, docusign and fund investments. This also allows the investors to review the status and progress of their investment as you manage the investment from there. If that is exactly what you were looking for, just start exploring investor portals. 

Happy investing!

@Sonal Chopra first it would be a loss of a family member which is never a good thing to lose someone.

For the sake of the exercise. I'd be a sponsor who signs on debt to back the asset. I'd take that role on projects as I built more and more relationships to be able to sponsor with proven operators.

Would be the most ideal way to build wealth passively. Also I would put someone of it to work as well as I hate losing to inflation. So having it in an account sitting would not be ideal for what I seek to do.

Great question and happy investing!

@Ellie Perlman thanks for sharing! Love your processes.

I've added an additional step to the offering process. Email the offering to investors while hosting the offering to a private and secure investor portal that allows them to go through the whole process of the investor goes through with each deal and allows them to monitor their investment efficiently.

Having the investor portal, which we use InvestNext, is beneficial to investors because it saves them from having to keep track of their own investments the old school way through their personal spreadsheets.

This last step has saved time and efficiency to both parties, investors and sponsors. In fact, I've found it to be more work for all investors without having a portal.

Happy investing!

Happy investing!

@Lauren C. Sorry for your loss on the possible reason of the inheritance.

I wouldn't rule out syndications. There are a few boutique firms that practice 506b offerings. That means up to 35 non accredited investors can participate in each offering.

It's the 506c opportunities which would make you exempt from due to accreditation status.

Happy investing!

@Omar Khan welcome to the club of investing in real estate.

You've experienced what many working professionals come to realize but you are now at the last hurdle. Only you can determine that last factor.

I've divested out of the market 2 years ago and transition into real estate. For me, I understand that it's not liquid but also know that I don't have to trade on the market but also can compound investments if the business plan called for an opportunity to refinance and move it into another asset.

Again, those are my reasons. And you'll hear plenty more from others commenting the same.

I study passive investors and one of the biggest hurdles is defining criteria and networking with sponsors. Once you determine your last two hurdles, you'll make a decision.

Last question I ask you is, what would you invest in if you didn't move your capital? Would you continue to allow it to lose alue due to inflation by not investing?

Sir @Brian Briscoe hit it on the head. How you deliver it is what really subject to interpretation.

Sometimes framing it in a way your firm is positioned is a better option than stating personal ownership/involvement.

@Ayat Suleman start with the end and reverse engineer what that process looks like for you.

That would help you get to that place that works best for you to invest in.

Build out what that investment criteria looks like for you and that should help you game plan efficiently moving forward.

Happy investing!

@Shane Thomas great question and Happy 4th to you as well.

Talk to a professional who can consult you and dig into your needs.

To really answer this for yourself you would have to first understand what is your situation.

For instance, are you seeking to syndicate? What kind of investors do you plan to work with? Is your investor database a mixed bag?

Jusg remember that 506c offerings you will need to verify their accredited status and that could be an added expense.

For me personally, I work with 506b offerings. I dig into my secure investor portal and can view my database who is sophisticated and who is accredited.

I have friends and family who are a mixed bag of accredited and non-accredited.

I can see in the future where I work on some opportunities strictly with accredited investors as my business scales. I'd also continue to work with my non-accredited investors cause I'm always a believer of dance with who brought you.

Hope this helps you in your journey.

Happy investing!

I had intention of investing passively in multifamily but I divested most of my IRA and transitioned them into multifamily syndications. Personal decision and coordinated the proper manner to do so with my accountant.