Most new passive investors focus mainly on projected returns, but experienced passive investors know that the real question is: how much downside risk is built into the deal?
In this Strategy Saturday episode, Charles Carillo breaks down what passive investors actually look for when reviewing apartment deals and multifamily syndications. After investing passively since 2018, investing in over 30 properties, and speaking with hundreds of passive investors, Charles shares the key factors that matter most before investing.
You’ll learn how passive investors evaluate the sponsor team, conservative underwriting, downside protection, market strength, reserves, business plans, tax benefits, and projected returns.
In this episode, Charles discusses:
• Why smart passive investors do not only chase high returns
• How to evaluate a sponsor team’s experience and track record
• Why full-cycle deals matter
• How to check whether underwriting is actually conservative
• Why rent comparables can make or break an apartment deal
• How break-even occupancy and reserves protect investors
• Why market and location are critical in multifamily investing
• How to review the business plan before investing
• Why the best deals communicate realistic assumptions and strong alignment
The strongest apartment deals are not always the ones with the flashiest projections. They are the ones backed by a solid plan, realistic assumptions, strong communication, and proper downside protection.
Links Referenced in Episode:
- SS117: How to Minimize Risk When Investing Passively in Real Estate Syndications - https://youtu.be/kEe1dRb9H6s
Connect with the Global Investors Show, Charles Carillo and Harborside Partners:
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◾ FREE Passive Investing Guide: http://www.HSPguide.com
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◾ Passively Invest in Real Estate: http://www.InvestHSP.com
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