Episode 10: Your First 90 Days as a Passive Investor

Welcome to Building Passive Income with CREI Collin
Your week-by-week roadmap to becoming a passive investor. Audit finances, build your team, vet sponsors, and make your first investment in 90 days.
Episode Summary:
You've done the research. Now it's time to take action. In this episode, CREI Collin provides a step-by-step, week-by-week roadmap for your first 90 days as a passive real estate investor. Learn how to audit your finances, assemble your Financial Freedom Dream Team, draft your Personal Investment Policy Statement, vet sponsors, run due diligence, and make your first investment with confidence. Stop procrastinating. Start building wealth.
What You'll Learn:
Week 1: How to audit your finances and define your investment goals
Week 2: Assembling your Financial Freedom Dream Team (starting with a Real Estate CPA)
Week 3: Drafting your Personal Investment Policy Statement
Weeks 4-8: Building your sponsor research list and deep-diving on track records
Weeks 9-11: Running due diligence on live deals
Week 12: Making your first investment and setting up systems for success
Key Timestamps:
0:00 - Opening: From Interested to Invested in 90 Days
2:00 - Week 1: Audit Your Finances & Define Your Goals
3:45 - Week 2: Assemble Your Financial Freedom Dream Team
5:15 - Week 3: Draft Your Personal Investment Policy Statement
6:30 - Week 4: Start Your Sponsor Research
7:45 - Weeks 5-8: Deep Dive on Sponsors (Track Record, Communication, Deal Structure)
10:00 - Weeks 9-11: Review Live Deals & Run Due Diligence
12:15 - Week 12: Make Your First Investment & Set Up Success Systems
14:30 - Your Action Step: Print This Roadmap and Commit
Resources Mentioned:
Episode 3: Conducting Due Diligence on Sponsors
Episode 6: Building Your Investment Team - Who You Need and Why
Episode 7: Understanding Your Financial Starting Point
Episode 9: Creating Your Personal Investment Policy Statement
Passive Investor Coaching: Schedule a Call
Keywords:
First 90 days passive investor, passive income roadmap, real estate investing action plan, sponsor vetting, due diligence checklist, Financial Freedom Dream Team, investment tracking, CPA tax planning, syndication investing, beginner passive investor, wealth building strategy
Disclaimer:
This episode is for educational purposes only and does not constitute financial, tax, legal, or investment advice. Always consult with your licensed CPA, attorney, and financial advisor before making any investment or tax decisions.
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