Master the art of pacing your capital deployment. Learn the 3-phase strategy, diversification rules, and why dry powder matters for long-term success.

Timing isn't everything in investing—but it's close. In this episode, CREI Collin breaks down the Paced Deployment Strategy, a three-phase framework designed to help you invest intelligently over 18-36 months. Learn why going all-in on one deal is a mistake, how to diversify across sponsors and markets, and why keeping 20-30% of your capital in reserve gives you optionality and protection. Stop gambling. Start building a portfolio with intention.

• Why the "all-in approach" is the most common (and costly) mistake
• The Paced Deployment Strategy: 3 phases over 18-36 months
• How to pace investments during your Learning, Build, and Optimization phases
• Why you can't time the market—but you can control your pacing
• Capital calls and reserve planning: How to keep dry powder for opportunities

• 0:00 - Opening: Timing Isn't Everything, But It's Close
• 2:00 - The Biggest Mistake: Going All-In Too Fast
• 4:15 - The Paced Deployment Strategy (3 Phases Explained)
• 8:30 - Market Timing: Why You Can't Predict It (But You Can Prepare)
• 11:00 - Capital Calls & Reserve Planning: Keep 20-30% in Dry Powder
• 13:15 - Your Action Step: Map Your 24-Month Deployment Plan

• Episode 7: Understanding Your Financial Starting Point
• Episode 9: Creating Your Personal Investment Policy Statement
• Passive Investor Coaching: Schedule a Call

Investment timeline, capital deployment strategy, paced investing, diversification strategy, syndication portfolio, dry powder, reserve capital, learning phase investing, market timing, multifamily investing, passive income strategy, risk management

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 build a strategic deployment plan tailored to your goals and risk tolerance.

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• (00:00:01) - Building Passive Income
• (00:01:25) - Pacing Your Investment
• (00:02:15) - The PACED 3-Step Approach
• (00:06:25) - Property Pricing and Market Timing
• (00:09:11) - Paced Investment Strategy
• (00:10:39) - Building Passive Income

Map your financial starting point before investing. Learn the Financial Snapshot Exercise, capital allocation rules, and tax planning essentials.

You can't build wealth if you don't know where you're starting from. In this episode, CREI Collin walks you through the Financial Snapshot Exercise—a simple but powerful framework to map out your liquid assets, retirement accounts, liabilities, and monthly cash flow. Learn the three critical questions every investor must answer, the rules of thumb for capital allocation, and why meeting with a Real Estate CPA before your first investment can save you tens of thousands in taxes.

• The 3 critical questions to answer before investing a single dollar
• How to complete the Financial Snapshot Exercise (4 key categories)
• The rules of thumb for emergency funds and capital allocation
• Why you should only invest 10-20% of liquid assets in Year One
• How to integrate real estate into your overall tax strategy

• 0:00 - Opening: Know Your Starting Point Before You Invest
• 2:15 - The 3 Critical Questions Every Investor Must Answer
• 4:30 - The Financial Snapshot Exercise (4 Categories)
• 7:45 - Rules of Thumb: Emergency Funds & Capital Allocation
• 10:20 - Your Tax Situation: Why It Matters Before You Invest
• 12:30 - Meet with a Real Estate CPA Before Your First Deal
• 14:00 - Your Action Step: Complete Your Financial Snapshot This Week

• Episode 6: Building Your Investment Team - Who You Need and Why
• Episode 8: The Investment Timeline - When to Deploy Capital
• Passive Investor Coaching: Schedule a Call

Financial starting point, investment capital allocation, liquid assets, emergency fund, passive income investing, real estate syndication planning, tax planning, investable capital, W-2 earners, Real Estate Professional Status, passive loss carryforwards

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 roadmap for your passive income journey.

Book Your Call Now

• (00:00:01) - Building Passive Income
• (00:01:25) - Knowing Your Financial Starting Point
• (00:04:20) - How to Map Out Your Financial Future
• (00:08:32) - How to Pass Passive Real Estate Investments on to Your CPA
• (00:12:11) - Building Passive Income

Build your Financial Freedom Dream Team. Learn which experts you need, how to find a Real Estate CPA, and why your team is your best investment.

You can't build wealth alone—and you shouldn't try. In this episode, CREI Collin teams up with Tax Pro Tina to break down the four key players every passive real estate investor needs on their Financial Freedom Dream Team. Learn how to find a Real Estate CPA who specializes in syndications, why proactive tax planning beats reactive tax filing, and how the right team can save you tens of thousands of dollars in taxes every year.

Featured Guest: Tax Pro Tina - Real Estate Tax Strategist

• Why most CPAs aren't equipped to handle real estate syndications
• The 3 key indicators to look for when interviewing a Real Estate CPA
• The 4 members of your Financial Freedom Dream Team (and what each one does)
• How a good Real Estate CPA can save you multiples of their fee in taxes
• Real-world example: What happens when you don't have the right CPA on your team

• 0:00 - Opening: Why You Can't Build Wealth Alone (CREI Collin)
• 1:45 - Meet Tax Pro Tina: Real Estate Tax Strategist
• 3:20 - Where to Start: Finding Your Real Estate CPA
• 5:30 - The 3 Key Indicators When Interviewing a CPA
• 9:15 - Your Financial Freedom Dream Team (4 Key Players)
• 11:45 - Real-World Example: Dr. Smith's $50K Tax Mistake
• 13:30 - Tina's Final Advice: Treat Your Team Like an Asset
• 14:45 - Collin's Closing: Your Action Step

• Episode 4: Using Real Estate to Reduce Your Tax Bill
• Passive Investor Coaching: Schedule a Call

Real Estate CPA, tax strategist, Financial Freedom Dream Team, passive income team, cost segregation, passive loss carryforwards, syndication tax planning, fee-only financial advisor, estate planning attorney, high-income earners, real estate investing team

This episode is for educational purposes only and does not constitute 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 discuss your passive income strategy and get connected with the right professionals for your portfolio.

Book Your Call Now