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Deep Dive: Evaluating a Sponsor’s Track Record

Questions to ask about prior deals, realized vs. unrealized results and background checks.

6 min readNow you think you are an investor

Ask for full prior-deal results (including losers), realized vs. projected figures, who was responsible for what, and references from past LPs. Check FINRA BrokerCheck, the SEC’s action lookup and state records. Be wary of track records that only show projections or cherry-picked deals.

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More on this stage: Deep Dive: Evaluating a Sponsor’s Track Record · Deep Dive: Tax Basics for Real Estate LPs

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