What To Expect During a One-On-One Intro and Due Diligence Call

When people meet with me, they often want to know what we'll discuss and if they need to prepare anything. So, in general, here's what you can expect:

• Expert Advice. We'll talk about your current portfolio, priorities, and investment goals.
• Clarity. How we find, analyze, fund, and manage properties.
• Your Questions Answered. Write them all down, and we'll talk about each one.
• No Hard Selling. Don't worry; that's not what I'm about. In fact, I'll mainly be listening while you talk.

In general, there are two types of calls:

1. Get To Know You / Intro Call

In this 30-minute call (which you can schedule here), the goal is to get to know each other better. So, I'll ask about your background and goals. Here are the types of questions I'll ask:

1. Have you invested in real estate before?
2. What are your financial goals and priorities?
3. Are you an accredited investor? (the SEC's criteria ↗)
4. What are your initial thoughts on how much you plan to invest in the next 12 months?

Then, I'll share my background, investing strategy, and where I see the opportunity in the marketplace. I'll also send you a short slide presentation afterward for your review.

Finally, I'll answer any questions you have.

It's 30 minutes, and it goes by quickly. So, I automatically block out extra time in case you have many questions so we don't feel rushed.

2. Due Diligence Call

The second type of call is more focused on the investment. We usually talk about the current offering or a recent one. There are eight parts of the investment that we can talk about:

1. myself (the sponsor)
2. the property manager
3. property due diligence
4. the surrounding market
5. the business plan and projections
6. the construction plan
7. financing, and
8. legal.

I typically start with an investment overview, which includes a discussion of my strategy, assumptions, and risks. And then I'll answer any questions you have.

Don't feel like you need to dive into all eight areas (though, I'm happy to). Instead, we can focus on what you're interested in or concerned about. By the way, I have a 196-question due diligence download for evaluating deals, and you can start with my top 42 questions.