InvestWise Collective

We were honored to present the second tranche of our first debt deal at the Alternative Investing Club! If a debt fund with projected equity like returns is appealing to you, check out our presentation and sign up for our newsletter for more details! Thank you Daniel Holmlund for the opportunity and fantastic Q&A! If your looking for exposure to great educational content and collaborative deal flow, consider joining Daniel's club here: https://lnkd.in/ejUjtVFQ. https://lnkd.in/eGAmjCAK #RealEstate #PassiveIncome #SDIRA #Debt #InterestRates

Mark your calendars for this Friday, May 17th at 3pm EST/Noon PST for a debt offering with equity like returns! Our own Paul Shannon is presenting our upcoming deal at Daniel Holmlund's Alternative Investing Club. This was our Collective's first deal and due to popular demand, we've opened a second tranche! #accreditedinvestors #realestateinvesting #passiveincome

Woohoo! 🙌 Congrats to our investors, InvestWise Collective has processed its first distribution! 🎉 Many more to come!

Pens down, wires in! InvestWise Collective is proud to announce the Mezzanine Debt Fund I opportunity successfully funded and closed. Thanks to all our investors for your continued trust and partnership, and we're excited to find the next deal for our Collective!

Has the past year's talk of interest rate caps, floating rate debt, and capital calls from multifamily operators left a bad taste in your mouth? Move down the capital stack with our latest deal, a private lending opportunity with a twist. Sign up for our Investor Portal (https://lnkd.in/eQTkC6dt) to review the webinar and deal documents for all the juicy details! #privateequity #privatelending #passiveincome #realestatesyndication #multifamilyinvesting

We will be presenting an opportunistic mezzanine debt opportunity to our community on January 11th at noon! This is a single family real estate note fund specializing in private money lending with a twist! Come register to learn more about our latest opportunity and get on our mailing list for more deals!

Below are the TOP 50 questions to ask a general partner when evaluating an investment as a limited partner/passive investor. I came up with 10 in a post a while back, asking you to contribute to make a master list. Thank you! I've finally gotten around to aggregating these, after being asked to summarize the results. Sorry for the delay! Some real gems in here: GENERAL QUESTIONS Have you ever lost your own money on a real estate deal? How about other people’s money? How do you balance risk mitigation with returns? What’s the most difficult challenge you’ve overcame? What makes you different from other groups? Can I speak with some of your past investors who have invested with you MULTIPLE times? Have you been through any market cycles? How many deals have you gone full cycle? What has been your worst syndication deal? Have you ever called capital and why? How are your current deals performing compared to projections? What is your liquid net worth? Have you ever oversubscribed a deal? How often do you provide property updates to your investors? Can I see an example of how do you communicate bad news? What gaps do you have on your team that you need to outsource? DEAL LEVEL QUESTIONS Can I see your underwriting? Have you conducted stress tests on your analysis? Is your “skin in the game” coming from your acquisition fee? What type of financing are you securing for this deal and why? Why did you choose this market? What is your plan for capital reserves for the deal? How long until I start seeing distributions and what’s the cadence? What restrictions are there on GP compensation or clawbacks if the project underperforms? What happens to my ownership interest on a refinance? What’s your promote structure?  Fee Structure? How detailed of reporting are you willing to share? What are your worst case scenarios in this deal? What does your management or acquisition fee cover? If the property over-performs are the LP's capped or do they participate in that overage? Are you sourcing capital anywhere but from retail investors? If so, what control rights do your equity partners have? What’s the yield-on-cost at stabilization? LEGAL/INSURANCE/TAX QUESTIONS How do you stay compliant with SEC broker/dealer laws with your capital partners?  Whats your track record on producing K1's each tax year at a reasonable time? How do you determine the total insurable value? Full value or loss limit? Do you purchase a D&O policy? E&O? ABOUT THE TEAM QUESTIONS What is your contingency plan if one of the partners falls ill or passes away? What’s your role on your team and who else is involved as a GP? Who is the asset manager and what’s their experience? Who are your most crucial team members? Is your property management in house or outsourced? If outsourced how do you manage your PM? Have you worked with the PM on past acquisitions? Who are the active operating GPs? What is their experience?

Here's a sneak peak at our second newsletter📰 issued back in November. If your interested in learning why we say "no" with ease and "yes" with difficulty and how we keep our interests aligned with our investors, join our Collective: https://lnkd.in/gZEJx-JE "...We have looked at a host of deals across a variety of asset classes over the last month - industrial, retail, multifamily, land, flex industrial/office, debt…and even an amusement park. Deal flow is strong. We continue to put risk mitigation and capital preservation as our top priorities. Hence, we are being drawn to investments positioned lower in the capital stack. When launching InvestWise Collective, we anticipated allocating roughly 80% towards equity and 20% debt. Over the long-term that allocation is likely to prevail. However, private credit is experiencing its heyday, and at the moment we see debt as very attractive..." #passiveincome #cashflow #realestatesyndication #privateplacement #accreditedinvestor

Welcome to 2024! 👋 There's a lot of economic uncertainly out there, what investment characteristics are most important to you while we wade through it all and "survive 'till '25?"