EPISODE · Nov 3, 2023 · 33 MIN
#8 - The ABCs of Accredited Investing
from Path To Passive: Real Estate Investing For Technology Professionals · host Steven Arita
Send us Fan MailEver wondered if you might be an accredited investor without even realizing it? Let’s dive deeper into this topic in today’s episode. We're breaking down the world of accredited investing, demystifying the jargon, the legalities, and everything in between. From the surprising anecdotes - like the Brazilian Jiu-Jitsu classmate unaware of his accredited investor status - to the $200,000 single, $300,000 couple or $1 million net worth criteria, we're making sense of it all. Let’s jump right in!Links mentioned in the episode:https://www.sec.gov/abouthttps://www.ecfr.gov/current/title-17/chapter-II/part-230/subject-group-ECFR6e651a4c86c0174https://www.sec.gov/news/speech/peirce-how-we-howey-050919https://www.investopedia.com/terms/s/security.aspShow notes:[3:32] Investing origin story[5:10] What accredited investors are[9:37] Sophisticated investor[11:14] Levels of certification[11:43] The SEC[13:44] Definition of security[14:34] The Howey test[15:45] Private and public security offerings[18:31] 506b and 506c[25:52] What does this mean for you as an investor?[33:05] Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: [email protected]: https://www.linkedin.com/in/aritasteven/IG: https://www.instagram.com/the.real.arita
What this episode covers
Send us Fan Mail Ever wondered if you might be an accredited investor without even realizing it? Let’s dive deeper into this topic in today’s episode. We're breaking down the world of accredited investing, demystifying the jargon, the legalities, and everything in between. From the surprising anecdotes - like the Brazilian Jiu-Jitsu classmate unaware of his accredited investor status - to the $200,000 single, $300,000 couple or $1 million net worth criteria, we're making sense of it all. Let’...
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#8 - The ABCs of Accredited Investing
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