10 Steps to take when Reviewing a Real Estate Crowdfunding Investment

Jeremy Roll with the Jeremy Roll investment group wrote an excellent article about the 10 steps when reviewing a passive Real estate opportunity. Here is a summary of the article and you can read the entire post here


  1. Make sure the risk profile of the investment meets your criteria
  2. Make sure the manager has plenty of experience
  3. Only invest if the deal has a preferred return (The investor gets paid first)
  4. Review that the profit splits are fair
  5. Make sure the Pro Forma has conservative projections
  6. Understand and believe in the business plan and overall strategy
  7. Research the location and make sure it’s a good fit for the investment
  8. Call the sponsor and get comfortable with them
  9. Perform background checks on the sponsors
  10. Reviews the PPM to make sure there are not any hidden anti investor provisions.

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