Stop chasing every deal that hits your inbox! In this episode, CREI Collin teaches you how to define clear investment criteria that will help you filter opportunities, avoid analysis paralysis, and invest with confidence. Learn the 3 critical areas every passive investor must define before writing their first check.

• Why having no criteria (or overly rigid criteria) kills your investing success
• Jennifer's story: How clear criteria ended 2 years of analysis paralysis
• The 3 Critical Areas of Investment Criteria: Returns, Markets, and Sponsors
• Key metrics to define: Cash-on-Cash, IRR, Equity Multiple, Hold Period
• How to choose your target markets and asset classes
• What to look for in sponsor qualifications (track record, experience, fees)
• How to avoid common mistakes when setting your criteria

• [0:00] Introduction: The two mistakes most investors make
• [1:45] Jennifer's Story: Breaking free from analysis paralysis
• [3:30] Critical Area #1: Return Expectations
• [4:00] Cash-on-Cash Return explained (5-8% typical)
• [5:15] Internal Rate of Return (IRR) targets (15-20% value-add)
• [6:30] Equity Multiple targets (1.7-2.5x)
• [7:30] Hold Period considerations (3-7 years typical)
• [8:45] Critical Area #2: Markets and Asset Classes
• [9:30] Geographic market selection (Sun Belt, Midwest, etc.)
• [11:00] Asset classes explained: Multifamily, Self-Storage, Mobile Home Parks
• [13:15] Investment strategies: Value-Add vs. Core-Plus vs. Development
• [15:00] Critical Area #3: Sponsor Qualifications (THE MOST IMPORTANT)
• [15:30] Track record requirements (minimum 5 completed deals)
• [16:45] Experience and team evaluation
• [17:30] Skin in the game (minimum 5% co-investment)
• [18:15] Communication and transparency standards
• [19:00] Deal structure and fees (what's fair, what's excessive)
• [20:30] Reputation and reference checks
• [22:00] Putting It All Together: Your Personal Criteria Checklist
• [24:30] Common Mistakes to Avoid
• [26:45] How to Use Your Criteria in Practice

✅ Define minimum acceptable returns: Cash-on-Cash, IRR, Equity Multiple

✅ Choose 3-5 target markets with strong fundamentals

✅ Focus on 2-3 asset classes you understand

✅ SPONSOR IS MOST IMPORTANT: Track record, experience, and alignment matter more than the deal

✅ Write down your criteria and use it to filter every opportunity

• Free Passive Investor Coaching Program: passiveinvestorcoaching.com
• CREI Partners: CREIPartners.com
• Email: invest@CREIPartners.com

#PassiveIncome #RealEstateInvesting #InvestmentCriteria #DueDiligence #Syndication #WealthBuilding #FinancialFreedom #PassiveInvestor #CommercialRealEstate #InvestmentStrategy

Ready to Define Your Investment Criteria? Let's build your personalized investment criteria checklist together. Schedule your free consultation: Book Your Call Here

• (00:00:01) - Building Passive Income
• (00:01:19) - Passive Income Investing: 3 Mistakes
• (00:03:46) - Critical Areas for Attractive Deals
• (00:06:14) - Real Estate: Where to Invest, What To Do
• (00:08:36) - Sponsor Qualifications
• (00:11:25) - My Investment Criteria Checklist
• (00:15:37) - Building Passive Income