Passive Income Sounds Great…
So What's Next?
Emma Powell - Chris Borden
Emma Powell
March 26th
6 PM MT / 8 PM ET
Youtube
March 26th
6 PM MT / 8 PM ET
Google Meet
What You Will Learn
1. The step by step process investors use to evaluate real estate opportunities after the first call
Understand the typical due diligence path investors follow after an initial conversation, including how they review the opportunity, ask key questions, and determine whether it fits their portfolio goals.
2. The key documents every serious investor reviews before moving forward
Learn which materials experienced investors rely on, such as deal summaries, financial projections, operating agreements, and supporting documentation that help them evaluate risk, structure, and potential returns.
3. How and when to bring your financial advisor into the decision
Discover the right stage in the evaluation process to involve your financial advisor so they can review the opportunity, assess alignment with your broader financial plan, and help you make an informed decision.