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10 Essential Questions for Passive Investors: Insights from Travis Watts
So, you have made up your mind to invest
passively in real estate… what’s next? What are things you need to know and ask
about before diving into investments?
In this episode of The Cashflow Capitalist
Show, Aman interviews Travis Watts of Ashcroft Capital, in a must-see,
must-listen interview on things you need to learn before diving into passive
investment. They also discuss vetting sponsors in the second segment,
highlighting the tips for busy professionals who do not have a lot of time for
vetting work.
What to expect in this episode?
o The 10 essential things to ask before investing:
o Know your criteria and defining your goals.
o The track record of the team.
o Deal location and diversification.
o The state in which the property is located.
o Type of debt you are using and the Fed cycle.
o The minimum investment.
o When is the first distribution, and their reporting frequency.
o Do they offer full-detailed financials?
o Does the deal offer a preferred return or a coupon?
o When do they deliver their K-1 Tax forms?
o Doing Market Research with free online sources
o How to vet sponsors before investing?
o The benefit of investment diversification.
o Vetting work for busy professionals.
o Mentorship doesn’t have to be paid.
Who is Travis Watts?
Travis Watts is a proven leader in the real estate industry, where he’s
been investing since 2009 in multi-family, single-family and vacation rentals.
He began investing with Ashcroft Capital several years ago and has taken part
in more than 30% of the Ashcroft opportunities. After experiencing
above-average communication, reporting, deal volume and performance, Travis
expressed interest in joining the Ashcroft Investor Relations Team. Travis also
has a background in traditional Wall Street investing and obtained a Series 7
and Series 63 license while working at a major brokerage firm with more than
400 billion in assets. He now dedicates his time to educating others in the
world of investing and has made it his mission to share passive investment
strategies in order to help others achieve and maintain wealth in real estate.
Connect with Travis Watts
Website: https://ashcroftcapital.com/our-team/travis-watts/
LinkedIn: https://www.linkedin.com/in/traviswatts1234/
Apple Podcast: https://podcasts.apple.com/us/podcast/real-estate-investor-podcast/id1548784535
Website: www.breakofdaycapital.com
YouTube: https://www.youtube.com/c/BreakofDayCapital
Instagram: https://www.instagram.com/breakofdaycapital/
LinkedIn: https://www.linkedin.com/in/gary-lipsky/
- - -
Follow The Cashflow Capitalist Show and explore the latest industry trends, insights, and investment strategies that investors can use to build
long-lasting portfolios. The podcast will also give you an inside look at
commercial real estate investing from industry experts.
Web: https://elantecapital.com/
Aman Shahi (host): https://www.linkedin.com/in/amanshahi1993/
View all episodes
By Aman ShahiSo, you have made up your mind to invest
passively in real estate… what’s next? What are things you need to know and ask
about before diving into investments?
In this episode of The Cashflow Capitalist
Show, Aman interviews Travis Watts of Ashcroft Capital, in a must-see,
must-listen interview on things you need to learn before diving into passive
investment. They also discuss vetting sponsors in the second segment,
highlighting the tips for busy professionals who do not have a lot of time for
vetting work.
What to expect in this episode?
o The 10 essential things to ask before investing:
o Know your criteria and defining your goals.
o The track record of the team.
o Deal location and diversification.
o The state in which the property is located.
o Type of debt you are using and the Fed cycle.
o The minimum investment.
o When is the first distribution, and their reporting frequency.
o Do they offer full-detailed financials?
o Does the deal offer a preferred return or a coupon?
o When do they deliver their K-1 Tax forms?
o Doing Market Research with free online sources
o How to vet sponsors before investing?
o The benefit of investment diversification.
o Vetting work for busy professionals.
o Mentorship doesn’t have to be paid.
Who is Travis Watts?
Travis Watts is a proven leader in the real estate industry, where he’s
been investing since 2009 in multi-family, single-family and vacation rentals.
He began investing with Ashcroft Capital several years ago and has taken part
in more than 30% of the Ashcroft opportunities. After experiencing
above-average communication, reporting, deal volume and performance, Travis
expressed interest in joining the Ashcroft Investor Relations Team. Travis also
has a background in traditional Wall Street investing and obtained a Series 7
and Series 63 license while working at a major brokerage firm with more than
400 billion in assets. He now dedicates his time to educating others in the
world of investing and has made it his mission to share passive investment
strategies in order to help others achieve and maintain wealth in real estate.
Connect with Travis Watts
Website: https://ashcroftcapital.com/our-team/travis-watts/
LinkedIn: https://www.linkedin.com/in/traviswatts1234/
Apple Podcast: https://podcasts.apple.com/us/podcast/real-estate-investor-podcast/id1548784535
Website: www.breakofdaycapital.com
YouTube: https://www.youtube.com/c/BreakofDayCapital
Instagram: https://www.instagram.com/breakofdaycapital/
LinkedIn: https://www.linkedin.com/in/gary-lipsky/
- - -
Follow The Cashflow Capitalist Show and explore the latest industry trends, insights, and investment strategies that investors can use to build
long-lasting portfolios. The podcast will also give you an inside look at
commercial real estate investing from industry experts.
Web: https://elantecapital.com/
Aman Shahi (host): https://www.linkedin.com/in/amanshahi1993/