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Writer's pictureLindsay Sharma

Investing in Real Estate for The First Time: Tips for Private Lenders




Investing your money is always a little intimidating - it can feel like you're putting a lot on the line. And when you're considering real estate investments for the first time, it can feel even more overwhelming. But don't worry! Investing in real estate can be a smart financial decision, and it doesn't have to be scary. Here are some helpful tips to get you started.


  1. Define your investment goals: The first step in investing is to figure out what you want to get out of it. Look at what kind of returns you are getting with any investments you already have. Most people don’t know what their returns are from stocks because there can be many hidden fees from financial institutions. Also, because the markets fluctuate, you can be down one day and up the next. Look at how much money you’ve invested and how much money you have made in returns. Find the average return you are getting and that is your starting point. When you start investing in real estate you will find your returns are much less volatile. Any investor you partner with should easily be able to offer better returns than the stock market.

  2. Determine how much you want to invest in real estate. You can either use cash you have, or you can transfer your IRA or 401K to a self directed IRA where you can directly invest in real estate. Look into other options such as a HELOC if you have equity in your home. Or ask the investor you are partnering with if they have any suggestions of where you can find extra money to invest. Most real estate investors are savvy and creative when it comes to finding money to fund deals. If you're new to real estate investing, it's wise to start small and work your way up. Consider investing in less expensive properties, or even partnering with other investors who are more experienced. This will help you gain valuable experience without taking on too much risk too quickly.

  3. Do your research: As with any investment, it's important to do your due diligence before releasing that hard earned cashola. Meet with local real estate investors, get referrals, or attend a local real estate investor club meeting. During a meeting with an investor, have them show you the numbers behind past investments they’ve done, get testimonials or references. The investor should have a professional pitch deck to show you. Make sure you are comfortable with them and consider that it could be a long term working relationship.

  4. Prepare your funds. Once you have chosen an investor you trust to partner with, make sure your investment funds are easily accessible. The investor will need you to wire them to the title company once a property is ready to be purchased. Most investors will secure your investment with a note and mortage protecting you with collateral should anything go wrong. Once your investor has a deal for you to invest in, now you can sit back and wait for your money to work for you. Make sure you have it in writing how and when you will receive your returns. Also, make sure to be in regular communication with the investor to esure the best working relationship possible.


Investing in real estate for the first time can be a bit daunting, but with a little bit of research and preparation, it can be a smart move for your portfolio. By defining your investment goals, starting small, doing your research, and having a solid plan, you can minimize your risk and maximize your returns. Remember, investing is a long-term game, so you need to be patient and strategic in your approach.


Contact us to set up a meeting if you are interested in getting started as a private money partner.


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