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.

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.

• 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

• 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

• 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

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

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.

Schedule a free consultation with CREI Partners to create a personalized action plan and start building your passive income portfolio.

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• (00:00:01) - Building Passive Income
• (00:01:30) - My 90 Day Strategy for Passive Real Estate Investment
• (00:05:08) - 5 Steps to Voting for Real Estate Sponsors
• (00:09:44) - Starting Your First 90 Days as a Passive Investor