How to Evaluate a Sponsor

Whether you’re just beginning your passive investing journey or have years under your belt, evaluating your operator is one of the most important steps you’ll take.

The ideal operator will align with your values, reflect your priorities and have the resources to steward your investment effectively.

But with more than 37,000 new offerings listed in the United States each year, how can you cut through the noise to find the best opportunities for you?

At Spartan Investment Group, we draw on our personal experience as investors — and our years of expertise as operators — to help you make informed choices. We know that investor relationships need to be grounded in respect, transparency and integrity.

In Spartan Investment Group’s latest eBook, How to Evaluate a Sponsor, we provide a roadmap for evaluating a sponsor or operator, illustrated with key examples from our own process.

What we’ll cover:

• What to look for in an operator—and what red flags to avoid.
  The essential questions to ask in your first interview.
  What due diligence steps you should be taking, and how to ensure your operator is doing their part.

Want to know how to ask better questions, make stronger investments and find and select the best operators? Fill out the form below to download the eBook.