REIA 386 Pili Yarusi: Intimate Look at Investor Relations for the Busy Professional

We'd love to hear from you. What are your thoughts and questions? Pili Yarusi loves to help people and “Lead with Aloha”. She is a founder and the Investor Education and Relations Director for Yarusi Holdings, a multifamily investment firm that has acquired over 3500 units since 2016. Pili is a co-founder and coach at 7 Figure Multifamily - focusing on Real Estate Syndication and Multifamily Investing and trains others on the success formula for buying apartment buildings Pili is a co-host of The Multifamily Live Podcast, providing actionable content and tools to build and strengthen your multifamily business. Main point: What is passive investing in real estate, and how does that differ from most people’s perceptions about real estate investing? How does passive investing in a real estate syndication differ from investing in a single-family home? What is the secret tool for using 401Ks and IRAs to build our retirement portfolios? What are the major factors to consider before making any passive investment? Investment goals Risk Tolerance Capital Commitment (how much capital do you have to commit) Diversification – can act as a hedge against stock market volatility & offer portfolio stability Tax implication What common myths do we often hear regarding alternative investing, particularly passive real estate investing? Myth 1: alternative investments are only for the ultra-wealthy Myth 2: Alternative investments are highly risky Myth 3: Alternative investments lack transparency Does Wall Street actually protect your investments? Liability coverage Property damage coverage Business interruption insurance Commercial Insurance for Assurance How does an investor know when they are ready to become a passive real estate investor? Have all the potential cash-needing situations in your life covered, you can invest with confidence Okay, having someone else take the reins. You’re looking for a long-term investment Sharing returns in exchange for less work is attractive to you What are some ways to use passive real estate investing to diversify our investment portfolios? Investment type – Wall Street & most wealth advisors tell us to allocate 60^ to stocks and 40% to bonds. Not very diversified, and more stocks are more stocks, not diversification. Investing in RE diversifies. Different asset classes Different locations Invest in many opportunities Why is the demand for apartment living growing? Changing demographics: millennials – burdened with student loan debt and/or seeking flexibility. Boomers are downsizing and seeking maintenance-free lifestyles and proximity to amenities Flexibility and mobility Lifestyle preferences Affordability & cost of homeownership What are some quick tips but often overlooked Investing tips for creating a brighter future? Establish a financial plan based on where you are and on your goals. Start saving and investing today Build a diversified portfolio based on your tolerance for risk. Evaluate your portfolio regularly Ignore the noise What is the most important stamp of approval provided to a syndicator that provides reassurance to a passive investor? Lender What are the 5 primary investor metrics that passive investors need to know and understand? Cash-on-cash Average Annual Return IRR Equity multiplier Cap rates Connect with Pili Yarusi: https://www.7figuremultifamily.com/ [email protected] https://www.linkedin