All Forum Posts by: John Fortes

Decide what your intentions are whether it be collect passively or be active. That usually comes down to how much time do you want in your life or to put into this. It's typically a Time vs Time decision. Once you determine that, you have to determine what your investment criteria is going to be and what kind of investments you are going to pursue. 

You can ask for opinions from others but at the end of the day, its your decision to make. 

It's all about what your comfortable with @Joe P.

As @Todd Dexheimer mentions, get on a few more lists, research the sponsors you are interested in that meet your criteria. 

It appears that you are ready to participate passively. You're already half way there. Now just determine what you are willing and comfortable doing to proceed to the next step. It seems like you are looking for someone to push you and say just do it but its a personal decision at the end of the day. It's investing!

Great question! 

This past weekend at Deal Maker Live in Dallas, Ryan McKenna put it best: 

"as a passive investor, lets just say I decided to sit on the sideline. Where am I putting my money? Is it going to be in the stock market? I could lose 20%-30% in the next recession, that's not going to feel good. I could have it in savings and over time, I'll lose money with inflation... 

If projections are 15%-20%, lets just say worst case scenario: I tried and invested in many deals to spread it out. I'm looking for a blended return with all my investments of around of around 20%. But if there is a deal that somehow misses. If it misses I'm hoping it misses in the 8%-12% range. Which again, is still really good compared to the stock market and you throw in the tax benefits. So even at the height (state of the market), I still look at and compare what else is out there and I haven't found something as compelling as what we are seeing right now (with multifamily investing)."

I would like to add that you also don't get the fee structure as you would with the stock market.

Thank you for your service! 

Congrats! 

Suggestion is to either stick to what you know or invest passively with someone that knows what they are doing in the specific asset that you believe in. Good luck!

The benefits of investing. Love your story @Holly Williams!

I agree with @Alina Trigub as you will hear different opinions from others. I believe what you are asking is just the first of what you will finally uncover to see if it is a path you want to take. You seem to have concerns on what the returns will be and if it will properly exit. As Alina explained, it is a team sport and I know that term is thrown around often but its true. If you're seeking to invest, do your homework more on the operators than the actual business plan till you have found the operator you would like to invest in. Then proceed to research the exits of their deals. 

Also, if you don't get the answers you are looking for with this post. Just research the forum as there are many conversations about this here topic. Good luck!

If that is your intended focus and you don't see yourself wanting to scale or expect to scale to larger apartments. Then do what is comfortable for you!

Your goals will dictate what you end up doing. Great options provided with the pros and cons to both. 

Hello @John Kaspar it did not die. I just started looking back into this for our area. 

I took money out of my SDIRA to avoid UBIT because of leverage obtained on a JV partnership. Of course I consulted with my CPA and tax accountant. I will be continuing to invest that capital in future syndication deals and have a dedicated account just for it and the proceeds it returns.

There are many that advise against it but ultimately, its a personal decision that you should consult with your financial team. Personally, I would never advise for anyone to withdraw for the sole purpose of investing in an opportunity. It was a personal decision with a lot of pros and cons from professionals at the end of the day.