Rise & Shine with Alissa and guest Alex Kingman - Transparent Investing Principles

Alissa and Alex discuss the importance of educating passive investors on identifying and vetting potential sponsors for real estate investment deals. They share personal experiences and insights, stressing the need for open communication, transparency, and a strong track record in the investment process. The conversation also underscores the value of understanding investment terminology and the experiences of potential investors, as well as learning from past challenges and failures in investments.

🌅 Educating Passive Investors on Sponsors
🌅 Investors' Syndication Stories and Lessons
🌅 Communication, Trust, and Character in Investments
🌅 Understanding Investor Terminology and Experiences

0:00 - Educating Passive Investors on Sponsors
Alissa and Alex discussed the importance of educating passive investors on how to identify and vet potential sponsors for real estate investment deals. Alex shared his experience and insights on creating a due diligence checklist to help investors understand critical aspects of a deal and sponsor. Alissa emphasized the value of this resource in creating an informed mindset among investors. Both agreed on the need for open communication and transparency in the investment process.

9:07 - Investors' Syndication Stories and Lessons
Alex shared two anecdotes about investors' experiences with syndication. The first story involved a friend of a friend who lost a significant amount of money by trusting people they knew without asking enough questions. The second story was about a successful passive investor who had 13 deals in progress but was unhappy due to a sponsor's poor performance. The sponsor had been losing money on multiple deals, and the investor was dissatisfied with how they were informed about their losses. Alex suggested that the sponsor could have handled the situation better.

11:00 - Communication, Trust, and Character in Investments
Alex and Alissa discussed the importance of communication in the world of investments. Alissa emphasized that regular communication and setting clear expectations can prevent misunderstandings and build trust with investors. Alex agreed, stating that communication is crucial for maintaining relationships with investors and keeping them informed about the status of their investments. They also highlighted the significance of a good track record and character when choosing investment partners. Both stressed that openness and honesty are key to successful partnerships in the investment world.

18;12 - Understanding Investor Terminology and Experiences
Alex and Alissa discussed the importance of understanding the terminology and experiences of potential investors. They emphasized the need for open and honest communication about past investment challenges and failures, as it indicates how an investor handles setbacks and their approach to future investments. Alissa encouraged those interested in learning more to reach out to her and Alex, and reminded everyone to tune in to their weekly YouTube series for further insights into real estate investing.