So, you have made up your mind to invest
passively in real estate… what’s next? What are things you need to know and askabout before diving into investments?
In this episode of The Cashflow Capitalist
Show, Aman interviews Travis Watts of Ashcroft Capital, in a must-see,must-listen interview on things you need to learn before diving into passiveinvestment. They also discuss vetting sponsors in the second segment,highlighting the tips for busy professionals who do not have a lot of time forvetting work.
o The 10 essential things to ask before investing:
o Know your criteria and defining your goals.
o The track record of the team.
o Deal location and diversification.
o The state in which the property is located.
o Type of debt you are using and the Fed cycle.
o The minimum investment.
o When is the first distribution, and their reporting frequency.
o Do they offer full-detailed financials?
o Does the deal offer a preferred return or a coupon?
o When do they deliver their K-1 Tax forms?
o Doing Market Research with free online sources
o How to vet sponsors before investing?
o The benefit of investment diversification.
o Vetting work for busy professionals.
o Mentorship doesn’t have to be paid.
Who is Travis Watts?
Travis Watts is a proven leader in the real estate industry, where he’s
been investing since 2009 in multi-family, single-family and vacation rentals.He began investing with Ashcroft Capital several years ago and has taken partin more than 30% of the Ashcroft opportunities. After experiencingabove-average communication, reporting, deal volume and performance, Travisexpressed interest in joining the Ashcroft Investor Relations Team. Travis alsohas a background in traditional Wall Street investing and obtained a Series 7and Series 63 license while working at a major brokerage firm with more than400 billion in assets. He now dedicates his time to educating others in theworld of investing and has made it his mission to share passive investmentstrategies in order to help others achieve and maintain wealth in real estate.
Connect with Travis Watts
Website: https://ashcroftcapital.com/our-team/travis-watts/
LinkedIn: https://www.linkedin.com/in/traviswatts1234/
Apple Podcast: https://podcasts.apple.com/us/podcast/real-estate-investor-podcast/id1548784535
Website: www.breakofdaycapital.com
YouTube: https://www.youtube.com/c/BreakofDayCapital
Instagram: https://www.instagram.com/breakofdaycapital/
LinkedIn: https://www.linkedin.com/in/gary-lipsky/
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Web: https://elantecapital.com/
Aman Shahi (host): https://www.linkedin.com/in/amanshahi1993/