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Ever open a thick investment packet and think, “Yeah… not reading all that”? You’re not the only one. In this episode, Steven breaks down the Private Placement Memorandum, or PPM, that long, legal-looking document most new investors ignore (but really shouldn’t). If you’re in tech and starting to look at private real estate deals, funds, or syndications, this episode will show you what actually matters in a PPM, what to watch out for, and how to tell if a deal makes sense for you. No legal background needed, just clear, simple guidance to help you feel confident before you invest.
Episode highlights:
(0:00) Intro
(1:40) What is a PPM and why does it matter
(2:57) Key documents you'll get when reviewing a deal
(3:57) The main purpose of the PPM
(5:12) The 5 major sections to focus on
(7:06) Why most of the PPM is about risk
(8:23) Questions to ask yourself before investing
(9:41) The importance of track record and liquidity
(11:10) Final advice on reading the PPM with confidence
(12:24) Outro
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For more resources and guides, check these out:

• Investor 101 https://www.aritacapital.com/investor-101-resource/#
• Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/

If you want to learn more, reach out at:

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