Passive Syndication Investing: Finding Opportunities and Evaluating Risks with Sam Giordano

Published: Nov. 22, 2021, 6 a.m.

Dr. Giordano has been a practicing physician at an academic medical center for ten plus years and has had consecutive designations as a \u201cTop Doctor\u201d in his geographic region. He has also published multiple manuscripts in peer-reviewed journals. He has an avid interest in personal finance and financial education and has formed a personal finance teaching curriculum for residents and fellows at his hospital. He is also an assistant professor at the associated medical school for his hospital. He began exploring real estate investing in 2017 and has now invested in multiple passive syndication deals during that time as a limited partner. He realized there was an unmet need and formed his own tool to better and more efficiently vet passive real estate syndication deals. He has personally experienced the benefit of passive real estate investments as a busy professional but also realized how few of his colleagues were aware they exist. He is now committed to changing that, and feels a passion and calling to bring exposure to passive real estate investments to more professionals to ultimately diversify from the stock market and forge their own path to financial freedom.\xa0 He is a proud husband and father of three children, and during his spare time enjoys hiking, exercising, and traveling to explore our beautiful world.\n\xa0\n[00:01 - 05:30] Opening Segment\nGet to know Sam Giordano\nWho is Dr.Giordano?\n\xa0\n[05:31 - 09:25] Passive Syndication Investing\xa0\nIncome that is Not Taxable Income\nSam\u2019s real estate syndication path\nThank you for the education!\n\xa0\n[09:26 - 30:08] Finding Opportunities and Evaluating Risks\nCriteria for Sponsors\nResponding to the Hardest Basic Questions\nThe Gut Feel is Most Important\nMarkets and Deals by Sam\nSam talks about taxes and returns\nThese are more important than the returns\nDiversifying income outside of medicine\nPassiveAdvantage.com and LP Down Deal Analyzer\n\xa0\n[30:09 - 39:35] Closing Segment\nQuick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started.\n\nWhat is the best investment you've ever made other than your education?His spouse and faith\n\nSam\u2019s worst investment\u201cNot taking action sooner.\u201d\n\nWhat is the most important lesson that you've learned in business and investing?\u201cDon't underestimate the value of education. \u201d\n\nConnect with my guest. See the links below.\n\xa0\nTweetable Quotes:\n\u201cSo it's really key to sort of establish a relationship with a sponsor, even if in certain offerings, if it's not required, I think it's extremely important.\u201d - Sam Giordano\n\u201cThere are some other things that are more important in terms of looking at the deal itself, and just the return metrics.\u201d - Sam Giordano\n\u201cEducation is sort of the kryptonite of fear.\u201d - Sam Giordano\n------------\nConnect with Sam Giordano through sam@passiveadvantage.com and LinkedIn.\xa0 Visit their website https://passiveadvantage.com/.\xa0\n\xa0\nInvest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/\nParticipate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.\xa0\nLEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes