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.

Book Your Call Now

• (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

Build your investing constitution. Learn the 5 sections of a Personal Investment Policy Statement to stay disciplined and avoid emotional decisions.

If you don't have a plan, you're planning to fail. In this episode, CREI Collin walks you through the five core sections of a Personal Investment Policy Statement (IPS)—your written constitution for investing. Learn how to define your philosophy and goals, set your risk tolerance and capital allocation rules, establish clear investment criteria, build a diversification strategy, and create a review process that keeps you disciplined for decades. Stop chasing shiny objects. Start building wealth with intention.

• Why emotions are expensive in investing (and how an IPS protects you)
• The 5 core sections of a Personal Investment Policy Statement
• How to define your investment criteria: asset classes, markets, deal structure, sponsors
• Your diversification strategy: spreading risk across sponsors, markets, and asset classes
• How to review and adjust your IPS over time without breaking discipline

• 0:00 - Opening: Without a Plan, You're Planning to Fail
• 2:30 - Why You Need a Personal Investment Policy Statement
• 4:45 - Section 1: Your Investment Philosophy and Goals
• 6:30 - Section 2: Risk Tolerance & Capital Allocation
• 8:15 - Section 3: Your Investment Criteria (The Filter)
• 11:00 - Section 4: Your Diversification Strategy
• 12:45 - Section 5: Review & Adjustment Process
• 14:30 - Your Action Step: Draft Your IPS This Week

• Episode 3: Conducting Due Diligence on Sponsors
• Episode 8: The Investment Timeline - When to Deploy Capital
• Passive Investor Coaching: Schedule a Call

Investment Policy Statement, IPS, investment philosophy, risk tolerance, capital allocation, diversification strategy, investment criteria, syndication strategy, passive income planning, portfolio management, sponsor vetting, real estate investing discipline

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 draft a customized IPS that aligns with your goals and keeps you on track.

Book Your Call Now

• (00:00:01) - Building Passive Income
• (00:01:25) - The Personal Investment Policy Statement
• (00:02:21) - An Investment Policy Statement (IPPS)
• (00:03:49) - What Goes Into a Personal Investment Policy Statement
• (00:05:14) - Your Risk tolerance and Capital Allocation
• (00:08:09) - 3 Steps to Building a Diversification Strategy
• (00:10:43) - 3 Steps to Writing Your Personal Investment Policy Statement
• (00:11:47) - Building Passive Income

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.

Book Your Call Now

• (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