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Winning Wealth
Welcome to Winning Wealth where your hosts Brock Mogensen and Geoff Stuhr share their experiences and lessons learned in building their syndication fund, Smart Asset Capital, to $25MM AUM and beyond while exploring the strategies that others have employed to experience success in all realms of life: Health, Wealth, and Happiness.
Our goal is to build a community of people that support one another in our individual pursuits of wealth in life.
Thank you for tuning in and we always love hearing from our audience! Connect with Brock and Geoff directly via Instagram:
@brockmogensen
@geoffstuhr
Winning Wealth
The Truth About Passive Investing: Everything You Need To Know
Are you curious about passive investing but unsure where to start? Discover the secrets to making sound passive investments in this must-watch episode!
In this episode, we cover:
🔷 What passive investing really means
🔷 The role and benefits of a wealthy limited partner
🔷 Evaluating different asset classes and business models for passive investment
🔷 How to perform due diligence on investment sponsors
🔷 Understanding and managing the investment process from start to finish
🔷 Common pitfalls and how to avoid them
🔷 Real-life examples and lessons learned from personal experiences
Whether you’re a high-income professional, a business owner, or someone looking to grow their wealth through passive means, this episode has something valuable for you. Learn how to effectively and confidently invest your capital, ensure proper due diligence, and achieve financial freedom through strategic passive investments.
Watch This Episode On YouTube
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Timestamps:
0:00 - Introduction
1:07 - What Actually Qualifies As 'Passive Investing'?
4:38 - The 5 Most Common Types Of Passive Investment
8:04 - The Risk Profile For Each Type of Passive Investment
12:49 - The Different Passive Investing Models (Syndication, JV, etc.)
14:51 - Due Diligence You Need To Do Before You Invest With Anyone (and mistakes we've made)
20:38 - How to Evaluate How A Deal Is Structured
22:44 - What To Look For In The Financial Projections
27:02 - The Legal Process In Investing As An LP
28:40 - Making The Investment
30:49 - A Point On Liquidity
32:58 - After You Make The Investment (Staying Informed)
37:08 - Become A Wealthy LP
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