Due Diligence for Passive Investors
Jeremy Roll is known in the real estate circles as a ‘professional’ passive investor. We had a fireside chat session with Jeremy on the art and science of doing due diligence on commercial real estate investments.
What You Will Learn:
– How to conduct your own market research
– How to evaluate the sponsorship team
– How to evaluate the assumptions in the business plan
– Key metrics to look for
– Questions to ask the sponsor that are not generally in the OM (Offering Memorandum)
– Some pitfalls to watch for
– And much more!
Jeremy started investing in real estate and businesses in 2002 and left the corporate world in 2007 to become a full-time passive cash flow investor. He is currently an investor in more than 60 opportunities across more than $1 Billion worth of real estate and business assets. As Founder and President of Roll Investment Group, Jeremy manages a group of over 1,500 investors who seek passive/managed cash flowing investments in real estate and businesses. Jeremy is also the co-Founder of For Investors By Investors (FIBI), a non-profit organization that was launched in 2007 with the goal of facilitating networking and learning among real estate investors in a strict no sales pitch environment. FIBI is now the largest group of public real estate investor meetings in California with over 30,000 members. Jeremy has an MBA from The Wharton School, is a licensed California Real Estate Broker (for investing purposes only), and is an Advisor for Realty Mogul, the largest real estate crowdfunding website in the US.