011: Structuring Deals & Minimizing Risk with Hans Box

The Lifestyle Investor - Investing, Passive Income, Wealth

As investors, it’s our goal to find opportunities to turn a passive investment into a major return. But when things go wrong, what can we do to ensure that we aren’t positioned to take a major loss?

In 2009, Hans Box took a leap of faith, quit his job at PriceWaterhouseCooper, and bought a handful of rental properties. Under a client’s mentorship, he invested a substantial amount of his net worth into a deal overseeing 800 units of multifamily housing. When things started to go wrong, Hans’s partners voted for him and his current business partner to take over the deal, and he was able to take the investment from the negatives to a 24% return.

Today, Hans brings his CPA skills to the podcast to share the story of how salvaging a high-risk deal informed his unique outlook on investing. You’ll learn what a deal should look like and how to interpret it, what you can do to minimize and mitigate your risk as you structure it, and how creating reliable streams of passive income have allowed Hans to focus on the things he loves the most about investing.

Key Takeaways

• How Hans’ first deal taught him the value of being able to remove an underperforming sponsor or manager.
• How partners, sponsors, managers, and operating teams should perform under ideal circumstances.
• How to factor and evaluate what a return is actually going to look like, financial strength, and profitability.
• Why lifestyle investing isn’t about sitting on a beach for the rest of your life.
• The unique value of being both a mentor and a mentee - and why tracking your progress is so essential to effective coaching.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit JustinDonald.com/11

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