Passive investing is a remarkable way to accrue wealth, however, if the proper steps aren’t taken then your money can be easily lost. A key way to prevent financial loss is to conduct high quality due diligence. While due diligence may seem overwhelming, there are some simple questions you can ask that will really bring light to the investment opportunity.
Our guest for today is Jeremy Roll, who is an extremely experienced investor with over 16 years of experience. He is the Founder and President of Roll Investment Group where he manages a group of over 1,000 investors who seek passive investments. Jeremy is also the co-Founder of For Investors By Investors (FIBI) which is a non-profit organization launched in 2007.
Today we are going to discuss…
- Some of the first steps to take when conducting due diligence
- Market due diligence
- Capital calls, reporting requirements, and distribution schedules