Nov 4, 2022

Veena Jetti (VEE-nuh JEH-tee) is the founding partner of Vive (rhymes with "five") Funds, a unique commercial real estate firm that specializes in curating conservative opportunities for investors. Veena brings a dynamic perspective to targeting, acquiring, managing, and operating assets using best practices combined with cutting-edge technologies. Her professional expertise includes driving corporate strategy and business development opportunities. She discusses the “rule of thumb” that she uses when investing in real estate. She advises investors to be aware of the role of each party in the deal and understand the business plan. She recommends evaluating the market conditions and the company’s history before investing.

In this episode, Veena shares her tips for vetting potential sponsors and how to be proactive in your search. She recommends understanding the goals of the investor, assessing whether the sponsor is aligned with these goals,, and checking to see if the sponsor is legal and compliant. She discusses some important things to know before investing in a project, such as understanding the person you are speaking with, their role in the deal, and the business plan. To learn more about Veena, listeners can visit http://www.vivefunds.com!

[00:01 - 01:44] Opening Segment

• Veena discusses what to look for in a sponsor, and how to vet one
• Making sure your goals are aligned with the sponsor is key, as well as knowing about the team  

[01:45 - 25:19] Vet A Sponsor That Aligns With Your Goals

• Investors can verify sponsors on EDGAR.gov
• Every sponsor will say their investment is conservative
• Investors should evaluate the business plan for themselves
• It takes time to get acquainted with a new investment
• How important it is for people getting into the real estate space to be careful with their money

[25:20 - 37:25] Closing Segment

• Veena recommends visiting her website at http://www.vivefunds.com!
• Veena shares where you can get in contact with her (links below)

Quote/s:

“If you're thinking about investing into real estate and you want to invest into a syndicated deal you want to make sure that you're finding a sponsor that has goals that are aligned with yours.” – Veena Jetti

You can connect with Veena through her:
Website: http://www.vivefunds.com

Facebook: @veenajetti

Instagram: veenajetti

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