In Episode 44 of the Real Life Planning Podcast, Cynthia Meyer, CFA®, CFP®, ChFC®, offers coaching questions that accredited investors can ask when considering real estate syndications. She also translates jargon, explains typical roles, and gives a general overview of benefits and risks associated with these complex investments. This podcast is for educational purposes only.

" The more you know, the better an investor you will become. Put education first before you ever sign anything.” - Cynthia Meyer

This week on Real Life Planning Podcast:

💡What is an “Accredited Investor?” [00:01:21]

💡What are the risks of investing in real estate syndications? [00:06:50]

💡How do I evaluate a syndication sponsor’s track record? [00:12:32]

💡How are profits shared in a syndication? [00:14:06]

💡Where to look for red flags or references? [00:19:51]

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About the Real Life Planning Podcast

Hosts Cynthia Meyer and Vekevia Tillman-Jones explore practical steps for real estate investors to build financial freedom and make working for someone else optional.

The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering.

Real Life Planning, LLC is an Investment Advisor registered with the States of New Jersey, New York, Texas, Virginia, and California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or completeness of, any description of securities, markets or developments mentioned. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, REALLIFEPLANNING.COM.

Real Estate Syndications: Ask These 20 Questions