American IRA will be hosting Rob and Clay Stanley of Shining Rock Equity for a webinar focused on evaluating private real estate investments with clarity, discipline, and a risk-first mindset. In this session, they will walk through a practical framework investors can use to better understand opportunities before committing capital, with an emphasis on identifying true sources of risk and avoiding common pitfalls that lead to underperforming passive investments.
Drawing on Rob’s nearly 30 years of real estate experience, including sourcing, underwriting, and structuring multifamily equity, the discussion will go beyond surface-level analysis. Attendees will learn how to pressure-test assumptions, evaluate sponsors more effectively, and approach private market deals with greater confidence and precision when making investment decisions.
What You’ll Learn
Risk First
Learn how to identify the real sources of risk in a private real estate deal before focusing on returns. This segment shows why capital preservation should guide every decision and how missed risks can derail even attractive opportunities. You’ll leave with a clearer framework for prioritizing downside protection.
Sponsor Evaluation
Go beyond surface-level credentials to properly assess a sponsor. Learn what truly matters in a track record, how to ask sharper questions, and why past performance isn’t enough. This section helps you evaluate alignment, execution ability, and credibility before committing capital.
Model Assumptions
Learn how to uncover the key assumptions driving a real estate financial model. This section explains why projected returns can be misleading and which inputs deserve the most scrutiny, giving you a practical way to question numbers and spot red flags early.
Register to Access:
- Early Access Recording.
- A First Look at What’s in The Works.
- Get Expert Answers.
Save the Date: February 4th at 12:00 PM ET