CREI Partners

Episode 1: Setting Realistic Passive Income Goals

Listen Later
Episode 1: Setting Realistic Passive Income Goals
Description:

Ready to build wealth through passive real estate investing? In this episode, CREI Collin breaks down how to set SMART passive income goals that are ambitious yet achievable. Learn the proven framework high-income professionals use to invest $100K-$500K+ annually in commercial real estate syndications without becoming a landlord.

What You'll Learn:
  • Why most investors fail to achieve their real estate goals (and how to avoid it)
  • The SMART goal framework for passive income investing
  • How to assess your current financial situation and set realistic targets
  • 3 critical goal categories: Capital Deployment, Passive Income, and Education
  • How to break annual goals into quarterly milestones for accountability
  • Sample investment goals for first-time, experienced, and high-income investors
  • The compound effect: How $100K/year investments become $70K+ in annual passive income
    • Important Timestamps:
    • [0:00] Introduction: Why most financial goals fail
    • [1:30] David's Story: From vague wishes to specific goals
    • [4:15] Step 1: Assess Your Current Situation
    • [5:45] Step 2: Define What Success Looks Like
    • [7:20] Step 3: Set Your Annual Investment Goals (Capital, Income, Education)
    • [10:30] Step 4: Make Your Goals SMART
    • [12:00] Step 5: Break It Down into Quarterly Milestones
    • [14:30] Step 6: Create Accountability Systems
    • [15:45] Step 7: Anticipate Obstacles
    • [17:00] Sample Goals for Different Investor Profiles
    • [20:30] How to Track Your Progress
    • [22:00] The Compound Effect: 10-Year Wealth Building Example
    • [24:15] Action Steps for This Week
      • Key Takeaways:

      ✅ Set specific, measurable goals (not "I want to invest in real estate")

      ✅ Break annual goals into quarterly milestones

      ✅ Create accountability through community, coaching, or partners

      ✅ Progress over perfection—even partial goal achievement builds wealth

      ✅ The compound effect: Consistent investing creates exponential results

      Resources Mentioned:
      • Free Passive Investor Coaching Program: passiveinvestorcoaching.com
      • CREI Partners: CREIPartners.com
      • Email: [email protected]

        • #PassiveIncome #RealEstateInvesting #SMART Goals #WealthBuilding #FinancialFreedom #PassiveInvestor #CommercialRealEstate #Syndication #InvestmentGoals #HighIncomeStrategies

        Ready to Set Your Passive Income Goals? Schedule a free 30-minute consultation with our team to create your personalized investment roadmap: Book Your Call Here

        ...more
        View all episodesView all episodes
        Download on the App Store
        CREI PartnersBy CREI Partners