What is an “Accredited Investor” and should I become one? Why or why not and how? My 50M lesson.

by | Real Estate Investing, Indy Anna, Uncategorized

What is an “Accredited Investor” and should I become one? Why or why not and how? My 50M lesson.

First of all, THANK YOU again for making this channel the number one channel for Indiana real estate on YouTube according google analytics and SocialBlade info for BigReia.com.

This is a quick video I made about  a Hero’s experiment…

What is an “Accredited Investor” and should I become one? Why or why not and how? My 50M lesson.

Indy Anna Explains…

– What exactly does it mean to be an accredited investor?
– How do I become an accredited investor? Should I become an accredited investor? What are the benefits of being an accredited investor?
– What is the BIG $50M secret I learned from becoming an accredited investor? (you’ll really want to hear this)

What is an accredited investor? In the US, the Securities and Exchange Commission (SEC) has defined an “Accredited Investor” as somebody who meets one of the following criteria:
– An individual who has a net worth of at least $1M.
– An individual with an income of at least $200k, or $300k for a couple, for the last two years and evidence showing that income will continue.
– There are some other criteria like being a “knowledgeable employee” of a private fund for example, but for the most we will just talk about the first two main criteria.

So if you meet that criteria how do you become an official “Accredited Investor”:
– There is no official certification or plaque to put on your wall.
– Instead you will contact the financial group that is offering the investment that you want to be a part of and they will screen you.
– Once you pass their screening they will consider you an accredited investor.

What information do you need to provide to become an accredited investor? This will depend on the financial institution but usually you’ll need the following:
– Tax returns.
– Financial statements and bank account balances.
– Checking and savings account information.
– W2s and other employment verification.
– A list of all investments in stocks, mutual funds, IRA, etc.
– Appraisals, land valuations, rental income receipts, etc.
– Signed documents from bankers, attorneys, accountants, etc.

There may be more, it took me a few weeks the first time. So once you do all that and you are an accredited investor, now what? What’s the point of becoming an “accredited investor” after all?

The reason, aside from it sounding cool, is that now you have access to deals and investments that the general public does not have access to, this includes:
– Private equity funds and opportunities.
– Venture capital fund raising.
– Hedge funds.
– Angel investments.
– Mezzanine funds.
– Leverage buyout deals.
– Real estate investment trusts.
– Real estate syndication deals.
– Many real estate crowdfunding sites require you to be an accredited investor to take part.

There are other kinds of special investors like “Sophisticated” or “Leveraged” and they may have different definitions but to be an “Accredited Investor” (sometimes called a “Qualified Investor”) the definition is set by the SEC.

So why did it take me so long?
– Remember until I met Azam my only income was as a full time special needs instructor so they have a LOT of questions about how my net worth grew so fast lol.
– It took me weeks to pass the test that time, but later I went through the process again and it took less than a day, what was the difference?
– Now I only work with people that I have a relationship with. So I know the brokers, bankers and accountants and they know my business. This makes everything easier.

So is it worth it to be an accredited investor? How much does it cost? Do you really get killer deals that nobody else can get?
– The process is free and the deals you get are much more risky and to be honest they aren’t much “better” because the only way you’ll win is by creating deals not finding them.
– Instead of trying to become somebody like an accredited investor who “gets good deals” you want to be somebody who MAKES them. That is one benefit to being in this world, you get to see what businesses that groups like private equity firms and others are buying and how much they are paying for them.
– That’s my $50M secret, a big reason I started to work with dermatologists is because Azam showed me how many of the accredited investor deals, private equity and other investors were going crazy about them. So when you what people want you can build a company that you know is in high demand.

To do that you don’t need to be an actual accredited investor though because you can still see the deals and gauge the interest level of different investments, industries and types of business.

Recap and Summary:
– We went over exactly what an accredited investor is and how to become one.
– You also saw the kinds of documents that you will need to provide to become an accredited investor.
– I also shared with you my $50M secret about becoming an accredited investor and why I built our dermatology group up so fast.

Thanks so much!  = )

Make sure to go BigReia.com and see our 100 FREE ways to find motivated sellers, building your business is about CREATING deals and never finding them – don’t look for the extraordinary but create it, the world is run by those you create DEALS, people who take the ordinary and create the extraordinary. Go to BigReia.com and learn how to create extraordinary and you’ll…

Make the Universe Smile.

Want more (brilliantly) EPIC posts of real estate investing and bidness badasssery...?

There is a great post and class on the 38 Ways to Buy Apartment Buildings Zero Down with Pet Policies, and here are some other helpful and EPIC posts... for starters as a real estate investor if you ever want to build a business that makes you 30 grand a month then you MUST do this...

Wanna Create Generational Passive Income Buying Real Estate and Small Businesses?

Here's a class on exactly how to make $30,000 in passive income as an out of state Indy landlord.  Exactly how many Indiana rental properties do you need to make 30 grand a month.  Anna can you help me invest in Indianapolis turnkey real estate investment properties?

There's also a great class Azam did on how anybody can retire in the next 1-2 years with $30,000 a month in passive income by buying and selling businesses zero down.  What about Micro Flipping?  We have a great class on how to start micro-flipping real estate zero down from your house and make $500/day, speed wholesaling 101.

There’s also another great class on how to buy apartment buildings zero down that you can check out as well.  This relates directly to growing income on rental properties.  Speaking of which make sure to check out our epic page on 14 ways to avoid tenants from hell.  Also we have a great post on how to make build a "six figure a month" real estate wholesaling business.

Also here is a post on how I did this and I flipped a house off Zillow for 30.  Also you can check out the post on five steps to flip a house right off Zillow for 40 grand.  You can also check out our other epic post on 57 ways to make money with vacant land.

Here’s another post on how a Hero flipped a house off Zillow and made 40k in a few weeks while he was learning to read.  Also you want to check our post on the EPIC $25 million letter and the copy writing lessons for real estate investors, you'll love it.  Also you can see how ONE letter is making me $9,000 a month.  Also you can check out the post on 101 FREE places to advertise your houses.

Also check out the "SA" class and your REAL chances of create social mobility and income ascension with your real estate business.  Brilliant stuff.  Also there is a great post on the ONLY way you'll ever make 30 grand a month as a real estate investor and/or business builder.  Another brilliant class with a free downloadable Investor Guide is about 19 Ways to Make $10,000 a Month by Helping Tired Landlords.

Plus make sure you check out Azam's post on how to hire a realtor that makes you $10,000 a month... while you sit back with your shoes kicked up on your desk and fingers folded behind your head.  Also there is a great post on how to make five grand a week from putting out signs.

Also we have some great posts on 30 ways to buy real estate with no money down.  That is a two part series so make sure to watch the second part on the 30 ways to buy real estate zero down and with no loans or credit.  I also get questions about our "Epic Flipping" and how to turn $1 into over $25,000 by flipping ordinary items for exponentially high ROI.

And don’t forget our EPIC page on 100 FREE ways to find motivated sellers, we are making the number one page in the world on FREE ways of finding motivated sellers.  Also check out how I find motivated sellers from code violation properties, and also how I make over $1,500 a week giving investors access to that list. 

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You can also get a LONG list of every contract, piece of paperwork and legal document that you'll EVER need for your real estate business all FREE to download.

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When I first go started I thought wouldn't it be great if somebody put together ONE list of every possible contact that I would ever need to build a passive income with Indiana real estate - or any Midwest real estate?  Well that's exaclty what I did with our “People Page” here it is:

A totally FREE list of every possible real estate professional contact you’ll ever need to do unlimited deals, start and scale your real estate business and create generational passive income with real estate anywhere Indiana or the Midwest.

Stay here at BigReia.com and you’ll become allergic to being an LC and addicted to improving the world and creating Income Ascension and Social Mobility for you and yours… 

Thanks so much!  = )

Make the Universe Smile.

~ Indy Anna
Love (at) BigReia.com
(YES that's my actual Direct Line and I really do answer lol, so please text me first Thx!)

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