The Common Questions We Get From Passive Investors with Tom Stein - E110

Breneman Blueprint: Real Estate and Entrepreneurship Podcast

If navigating the complexities of real estate investing leaves you feeling confused and uncertain, you're not alone! Many passive investors struggle with understanding the processes and financial requirements involved, resulting in missed opportunities and potential losses. You might feel discouraged by the learning curve instead of empowered to make informed investment decisions.

In this episode, we answer some of the most commonly asked questions we get from passive investors in real estate. You'll learn how the process works, what happens if a deal doesn't end up happening, and how to put your best foot forward, guiding you toward becoming a successful, confident investor.

Tom Stein serves as the Director of Investor Relations at Breneman Capital, where he has played a pivotal role since 2019. Tom's expertise in managing investor communications and syndication deals has contributed to Breneman Capital's growth and success. Known for his practical insights and comprehensive knowledge in real estate investments, Tom’s approach focuses on ensuring investor satisfaction and transparency. Through his work, he continues to facilitate high-yield, tax-efficient investment opportunities, guiding investors through the real estate landscape with precision.

“We make more money as you make more money. It's quite simple. And it aligns interest.” - Tom Stein

In this episode you will learn:

• The detailed investment process at Breneman Capital, including the timeline from contract to close and the communication methods with investors.
• Essential legal documents involved in investing, such as the Private Placement Memorandum, Operating Agreement, and Subscription Agreement.
• The accreditation requirements for investors and the significance of ensuring compliance with SEC regulations.
• The tax advantages of real estate investments, including depreciation, interest deductions, and 1031 exchanges.
• The structure and benefits of using LLCs for real estate investments to isolate financial risks and manage properties effectively.
• Key insights into the fee structure and deal strategy at Breneman Capital, emphasizing alignment of interests between investors and sponsors.

Resources

• Connect with Tom on Linkedin: https://www.linkedin.com/in/tom-stein-2b311589/

This podcast was produced by the team at Zapods Podcast Agency:
https://www.zapods.com

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Breneman Capital: https://www.breneman.com
Investor List: https://www.breneman.com/invest
Passive RE Investor Guidebook: https://www.breneman.com/downloads
Connect with Drew on LinkedIn: https://www.linkedin.com/in/drewbreneman