How to Vet Deals & Sponsors: A Guide for Passive Investors

Chris’ Journey into Real Estate & Note Investing – How Chris transitioned from a W2 job to real estate and mortgage note funds.

The Story Behind 7e Investments – Why Lauren and Chris built a fund focused on transparency and accessibility.

Active vs Passive Investing Explained – Understand the pros and cons of each investment style.

Types of Passive Investments – Learn the differences between tax-advantaged, income-generating, and growth-focused assets.

Popular Asset Classes for Passive Investors – A breakdown of real estate, stocks, bonds, syndications, and private placements.

How Market Conditions Impact Passive Investments – Discover how interest rates and market volatility affect different asset classes.

Understanding Fund Structures: Reg A+ vs Reg D – Key differences in fund compliance, investor eligibility, and transparency.

What is an Accredited Investor? – Definitions, qualifications, and why it matters for your investment options.

How to Vet Fund Sponsors – What to look for in fund managers and general partners (GPs).

Track Record Verification Reports – Why third-party performance audits matter.

Avoiding Red Flags in Investment Opportunities – Flashy returns, vague claims, and hidden risks to watch out for.

Why Reviewing Legal Documents is Critical – Understanding PPMs, offering circulars, and SEC filings.

Key Questions to Ask Before You Invest – What smart passive investors ask fund sponsors.

Understanding Exit Strategies & Liquidity – How and when you can exit a fund, lock-up periods, and redemptions.

The Capital Stack Explained – Learn where your money sits in the investment risk structure.

Transparency, Communication & Red Flags – How to evaluate a sponsor’s responsiveness and alignment with your values.

Understanding Investment Fees & Sponsor Incentives – How fund fees affect your actual return.

Specialization vs Diversification in Fund Strategy – Why focus can be better than being a “jack of all trades.”

What is Mortgage Note Investing? – How note investing works and why it’s a compelling passive income strategy.

Performing vs Non-Performing Notes – Risk profiles, pricing, and yield expectations.

How the Note Fix & Flip Model Works – The process of buying, modifying, and reselling mortgage notes.

Due Diligence for Note Investors – Evaluating property condition, borrower history, and legal documentation.

What is a Loan “Tape”? – Understanding the Excel-based data sheets used in note buying.

The 3 Ps of Note Due Diligence – Property, Person, and Predicament.

Regulation A+ Fund Details – Overview of investor eligibility, bonus shares, and monthly distributions.

Regulation D Bond Offering & Profit Sharing – Details on 9%–11% fixed income options and profit share eligibility.

Offering Highlights & Tax Advantages – IRA eligibility, monthly distributions, and 1099 tax reporting.

7e Investments’ Track Record – Over 600 fix-and-flip loans, 800+ investors, and five full-cycle funds.

What Sets 7e Investments Apart – Focused strategy, in-house team, and personalized support.

Benefits of Mortgage Note Investing – Hands-off, steady income, and non-correlation to stock market volatility.

How to Contact 7e Investments – Book a call or email the team directly.

Investor Q&A – Real-time answers to questions from webinar participants.