Your Money Talks
This 6 month program is just the beginning to your journey as an LP investor! You'll learn the multifamily language, how to find and vet sponsors, analyze deals, strategize, and more to invest passively with confidence.
Week 1a. Welcome video
Week 1b. What to expect, community and resource access
Week 1c. Link to onboarding survey
Week 2. What is passive investing and Leverage - video lesson
Week 2. What is passive investing and Leverage
Week 3. Syndication and Cycle to becoming an LP- video lesson
Week 3. What is a syndication _ becoming an LP cycle_
Week 4. Offerings and deal structures as an LP- video lesson
Week 4. Offerings and deal structures as an LP
Week 5. Multifamily Lingo - video lesson
Week 5. Multifamily Lingo (ALL)
Week 5. Multifamily virtual learning links
Week 5. What's an accredited investor - video lesson
Week 5. What’s an Accredited investor
Week 5. Equity Multiple (EM) Explained- video lesson
Week 5. Equity Multiple
Passive multifamily mastery QUIZ #1
Week 6. Investor pitch deck walkthrough video
Week 6. Investor pitch deck- Financial projections follow up Q
Week 6. SAMPLE OM - Birmingham, AL (Don Beri)
Week 7. 2 Class Share offerings- video lesson
Week 7. 2 Class Share offerings
Week 7. Sample investor returns + Investor Q- video lesson
Week 7. Sample investor returns + Investor Q
Week 7. Sources and uses- video lesson
Week 7. Sources and Uses
Week 8. Sourcing funds for investing- video lesson
Week 8. Sources of funds for investing
Passive multifamily mastery QUIZ #2
Week 9. Finding operators on social media - video lesson
Week 9. Finding operators on social media
Week 9. Finding deals and operators to work with. Motivation - video lesson
Week 9. Finding deals and operators to work with. Motivation
Week 10. Vetting sponsors - video lesson
Week 10. Vetting sponsors
Week 11. Risks in MF + Assessing risk on deals - video lesson
Week 11. How to assess risk with an investment
Week 12. Diversification in real estate - video lesson
Week 12. Diversification in real estate
Tax benefits of passively investing in real estate- Tyler Harris, CPA
Diving deep into the PPM and syndication legal docs- SEC attorney Mauricio Rauld -
Wicked Wealth Podcast - How Eric Lizama became an LP for the 1st time
Combining IBC and passively investing- Drew White
Houston Foreclosure Takeaways and Overview - Thoughts shared
Capital stack and waterfall defined
Printable Accountability Checklist - March 2023
SAMPLE OM - Boone, NC 506(b)
SAMPLE OM - Sarasota, FL
SAMPLE OM - Birmingham, AL (Don Beri)
SAMPLE OM - Centerton, AK
How to use the passive investment tracker tool- video
Passive investment tracker (tool)
Personal Financial Statement (tool)