submit your first soft reserve is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework.
What to know about submit your first soft reserve
Core ideas for submit your first soft reserve
You may have received an email from us with an offering announcement. Had questions about the process for submitting your first soft reserve. After reading this article, you should have a better understanding of our internal processes including the three strikes and you’re out rule.
What is a Soft Reserve?
Risks and tradeoffs
Our offerings are released to you via email. Included in the offering email will be the option to submit a soft reserve. You will click on the soft reserve button (or link) to submit your information to reserve your spot in the offering.
Moreover, the soft reserve form will obtain certain information from you to help us determine how you’d like to invest:
Questions to ask
Name
Practical next steps
Moreover, phone
Investment Amount
Core ideas for submit your first soft reserve
Probability of Investing (1-10)
Moreover, entity Name (if applicable)
Risks and tradeoffs
State of Residency
Source of Funds
Questions to ask
Moreover, accredited Investor?
How did you hear about us?
Practical next steps
The soft reserve is simply a way for you to reserve your spot in the offering early in the process. Our most recent offering that closed back in December 2020 filled up within 14 days. In addition, since that last offering we have added over 580 new investors to our investor roster. Yes, you heard that correctly.
Each month we are adding between 100-150 new investors and our offerings are filling up quickly.
Core ideas for submit your first soft reserve
Moreover, this soft reserve option is just like it sounds. It is a “soft commitment” to let us know that you have the funds right now to invest. You would like to reserve a certain amount in the offering while you take additional time to review the documentation in more detail.
If you decide not to submit your soft reserve until after you have reviewed the documentation. Then you risk losing a space in the offering. In many of our offerings, the projects filled up. Fast that we have $2,000,000-$3,000,000 in additional soft commits that have to be put on a backup waiting list.
Risks and tradeoffs
Submitting Your Soft Reserve
I would strongly encourage you to submit your soft reserve as fast as possible if you are interested at all in investing alongside us on our next offering. You will still have plenty of time to review the documentation prior to making your final decision.
Questions to ask
Moreover, if you decide you do not want to invest in the offering after reviewing the documentation in more detail. Then you can simply send us an email to let us know so we can give your spot to another investor that is next in line on the back up investor list.
Three Strikes and You’re Out!
Practical next steps
One thing to keep in mind is that we do keep a spreadsheet of the investors that habitually submit soft reserves. Then back out after reviewing the documentation. If you back out of your soft reserve three times in a row. Then you will be automatically removed from our investor roster and will not be notified of our future offerings.
Backing out of three soft commitments in a row also tells us that you may not like the way we structure our offerings. We are not a good fit for each other.
Core ideas for submit your first soft reserve
In addition, there is no reason to continue to waste your time or ours sending you additional offerings to review when they are clearly not a good fit for you if you fail to fulfill a commitment three times in a row.
Moreover, if you have any questions about the soft reserve process you can reach out to Andrew Davis (andrew@passiveinvesting.com) on our Investor Relations Team.
Key takeaways for submit your first soft reserve
- Start with the goal and timeline that fit your wider financial plan.
- Next, review the assumptions, risks, fees, and possible outcomes.
- Finally, compare the opportunity with other ways to use your capital.
Put submit your first soft reserve in context
Risks and tradeoffs
Every investment decision depends on the investor, the deal, and the market. Therefore, use the ideas above as a starting point for deeper due diligence. Review source documents, ask direct questions, and seek qualified advice when needed. For more guidance, explore our passive real estate investing education.
A clear review of submit your first soft reserve
submit your first soft reserve deserves a clear and practical review. These short checks can support a more informed decision.
- Start with a clear goal.
- Next, define the time horizon.
- Review each key assumption.
- Compare the likely outcomes.
- Test a less favorable case.
- Ask who controls each decision.
- Confirm the fees and incentives.
- Study the market and the deal.
- Check the supporting documents.
- Look for clear communication.
- Compare other choices.
- Keep the full plan in view.
- Write down the main risks.
- Review the source of returns.
- Check the exit assumptions.
- Understand the tax questions.
- Consider the need for liquidity.
- Match the choice to your goals.
- Ask direct follow-up questions.
- Confirm the reporting process.
- Review the operating plan.
- Check the team’s experience.
- Compare the best and worst cases.
- Keep expectations realistic.
- Use qualified advice when needed.
- Document the final decision.
- Review the decision over time.
- Watch for changing conditions.
- Stay focused on the long term.
- Finally, act with a clear reason.