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Passive Real Estate Investing, Part II: Investing For Impact

November 03, 20237 min read

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Passive Real Estate Investing, Part II: Investing For Impact

In this week's issue, we're looking at how you can begin passively investing in real estate while making an impact!

R.I.S.E. & Shine! It's another great day to learn about investing for impact!

Last week, we introduced the concept of passively investing in real estate while also making a meaningful impact with your investments. If you're an accredited investor and have decided whether a REIT or a syndicate is the right fit for you, in this newsletter we will show you the first five steps to begin passively investing in real estate.

The statistics show that female property investors outperform their male counterparts with a return rate of 2:1. However, only 30% of investors in America are women. While more women are achieving success in real estate, especially through passive investments, at R.I.S.E. The Movement, we are committed to educating and encouraging more women to become investors, and passive real estate is a great wealth-building avenue to explore!

Making an Impact Through Real Estate

Beyond the financial gains, real estate investments, particularly in emerging markets, can pave the way for improving communities and enhancing existing infrastructure. As an investor, you're not just capitalizing on your property; you're given the opportunity to foster growth and improve the neighborhood through revitalizing the area and offering better living standards. Every dollar you put forth has the potential to make an echoing impact.

So, how do you decide which route aligns with your investment ethos?

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Group investments, such as through a REIT or Syndication, offer a unique opportunity that allows you to pool your resources into more substantial properties alongside other investors that share the same mission and values as you. A large number of these investments are in multifamily real estate, a segment that is known for being recession resistant and often in the most up-and-coming markets in the US.

The result? The potential to double your investment within 5 years.

5 Steps To Begin Passively Investing In Real Estate

Depending on your investment strategy, the steps may vary, but every investment journey starts with education, research, and funding.

Step 1: Decide Which Passive Strategy Is Right For You

Take a look at your entire portfolio and decide what funds you have available to invest, check your eligibility as an accredited investor, as well as your current position in your career and investment journey. If you don’t quite meet the criteria to become an accredited investor, there are many real estate crowdfunding platforms that offer a great starting point.

If you like the idea of investing in real estate syndications, set up a call with the R.I.S.E. The Movement team to explore the best choice for you – we can help guide you with the help of our various educational REIT partnerships.

Step 2: Market Research

Deciding the U.S. market you want to invest in is vital. Look for cities with strong population and job growth, diverse industries for career opportunities, good schools, and low crime rates. The more you invest in strong growth markets, the more your investment risk is reduced.

Step 3: Team Research

Research the sponsorship team running the syndicate and the specific project. RISE the Movement has a class on how to perform Due Diligence. Ask for references from previous investors and gather data on their previous projects, including their best and worst, and compare projections vs. outcomes. Look into the fees and their experience in your target market.

Step 4: Financial Projections

When it comes to financial projections, you should follow the advice of 'Trust But Verify'. Investigate the debt structure to ensure it's not over-leveraged. Ask about the preferred return rate, and research key assumptions like rent projection and refinance assumptions to evaluate if the projection is reliable.

Step 5: Know What To Expect

While syndications vary, have a general understanding of what constitutes a good or bad investment. Aim to double your investment by the end of the hold period, usually 5 years. For example, if you invest $50,000, aim to get back $100,000 by the time it's sold.


JOIN THE R.I.S.E. THE MOVEMENT COMMUNITY!

BECOME A MEMBER TODAY

When you sign up to become a member of R.I.S.E. The Movement, you gain access to dozens of educational tools including courses, blogs, live and virtual events, insights from expert investors, and a community of women investors just like you ready to support and encourage you along your investment journey!

SUPERWOMAN SPOTLIGHT

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Debra Cafaro, CEO of Ventas, Inc.

Debra Cafaro has been the CEO of Ventas, Inc., one the largest healthcare REITs in the US, since 1999. The health care giant is listed on the S&P 500 and is considered one of the “Big Three” in the industry, owning nearly 1,300 healthcare properties worth $26 billion.

Today, Cafaro is the longest-serving female CEO of an S&P 500 Company and has the highest return during her tenure at 2,373%. She has continuously been recognized as one of the 100 Most Powerful Women in the World as well as the Top 50 Best-Performing CROs in the World.

Cafaro has been a role model for leadership strategies as she has successfully navigated her company through multiple transitions over the last 25 years.

FINANCE IN THE NEWS

This Week At a Glance

  • Interest rates on a 30-year mortgage have hit 7.4%, the highest rates since 2003. Real estate experts predict high rates will continue through the end of 2023 and slowly begin to fall throughout 2024.

  • USA Today reports that the best way to turn your retirement contributions into a small fortune is to invest a little bit of money over a long period of time.

  • Florida’s minimum wage is rising from $11 to $12 next month on September 30. Automatic minimum wage increases are set to take place at $1 / per year until 2026 in the Sunshine State.

  • New data shows that 74% of Americans are living paycheck to paycheck, and 67% of Americans do not have enough money in their savings to cover a $400 emergency expense.

Do You Know How Mortgage Interest Rates Are Calculated?

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If you're looking to buy your dream home or your first real estate investment property, understanding the factors that influence mortgage interest rates is crucial.

Type of Loan: Begin by identifying the type of mortgage you're considering – fixed-rate or adjustable-rate. Then, conduct thorough research to determine which is more suitable for your situation.

Current Market Rates: This is one of the most pivotal factors influencing your interest rate. Analyze current market rates to gauge whether it's an opportune time for you to make a purchase.

Credit Score: A higher credit score generally translates to more favorable rates from mortgage lenders. Make sure you're aware of your score and its implications.

Check out this resource for guidance on calculating how much you should borrow, the length of your mortgage, and how mortgage interest rates work.

Next Week’s Sneak Peek:

Next week we are expanding on the idea of impact based investing and introducing you to different ways in which you can grow your money while making a positive impact for other women, your community, or the environment.

Glossary:

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LET’S RISE TOGETHER!

@risethemovement

www.risethemovement.com

Regardless of whether you are scared to take the first step or you are ready to dive right in, there's an Investment strategy perfectly suited for you. At R.I.S.E we are committed to guiding and supporting women investors at every stage of their investment journey because we believe the key to success lies in education and informed decision-making

R.I.S.E. the Movement is an educational platform designed to provide informative resources and foster discussions related to personal finance and investing. We are not registered financial advisors, and the content presented on our platform should not be construed as investment advice. Any information shared or discussed on this platform is for educational purposes only and should not be considered as a substitute for professional financial advice. It is important to conduct thorough research and consult with a qualified financial advisor or professional before making any investment decisions. R.I.S.E. the Movement does not guarantee the accuracy, completeness, or reliability of the information provided, and shall not be held responsible for any actions taken based on the content presented. By engaging with R.I.S.E. the Movement, you acknowledge and agree to release the platform, its creators, and contributors from any liability arising from your use of the information provided.

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