Higher Returns With Entrepreneurial Investing
Long-term investing in the stock market can offer a passive
return around 5-8% if you remain invested for 30 years; but,
unfortunately, that return is before taxes and inflation. This
is so low because the company founders, backers, early
investors, investment bankers, etc., have removed all
foreseeable profit from the company before it is ever offered to
the public market. There is a spectrum of investments available
to you that is dependent on how much effort you are willing to
put into educating yourself, networking, and performing your own
investment due diligence. If you don't want to do any work, you
are going to receive the tiny return of a CD or mutual fund in
exchange for supporting many people (in expensive suits) in
between you and the actual business that is making money. For
people willing to educate themselves and put forth added effort,
they will be sitting across the table from business owners and
managers; investing directly into a business that pays monthly
or quarterly cash returns from 10 to over 20%.
For example, let's suppose that there is a great single-family
rehabber in your area. This rehabber buys homes in bad
condition, fixes them up, and then quickly sells them for a
profit. If he or she were very good, they'd begin taking on
several simultaneous or larger projects until they run out of
money to buy any more homes. Once they run out of money, they
start using their credit until that is used up as well. Once a
successful entrepreneur is out of cash and credit, the only way
to grow is to partner with investors. And to entice these
investors, they offer higher than average returns. [I want to
make a very important distinction between what I define as a
"start-up" and an "on-going business". A start-up is a few
people that only have a business idea who want to spend your
money instead of theirs - never invest in them! Leave these to
the professional evaluation of a venture capital firm. An
on-going business is already being run by someone professional
who has current customers, suppliers, location, products, or
services - these are the types of businesses you want to invest
in].
You may be simultaneously networking with local business owners,
educating yourself about their industries and the local economy,
and checking the reputation of those with whom you are
interested in becoming a partner. Introduce yourself as someone
that has been watching their success, and indicate that might
want to invest in one of their future projects. It could be a
business owner who has four retail stores and that you'd like to
invest with them to open their fifth store; or the owner of a
local manufacturer needs some capital to startup selling
products overseas; or invest in a developer that splits large
plots of land into residential lots; or an investor that
packages privately held mortgages. There are many local
investing opportunities that offer the investor greater control
than buying public stock, along with higher investment returns.
Direct ownership requires a few skills that buying a CD or
mutual fund doesn't require, but you will be well compensated
for developing these skills. The first skill to learn is some
basic accounting because financial numbers is the language of
every business. You need the basics to start reading financial
statements in order to evaluate potential deals. If your desire
is to invest in car dealerships, you need to know the difference
between a well-run or a poorly-run dealership from reviewing
their financial statements. The next skill is networking to
locate deals - get your phone ringing, business card
circulating, and e-mail account filling with potential deals.
Private equity and debt financing is normally offered to family
and friends, then acquaintances; and this will only happen if
you are meeting people and talking about what you are looking
for. The third skill is performing due diligence; which means
independently verifying as much as possible about the
individual, the company, and the transaction so that you can be
reasonably confident in getting paid in full. Few local private
offerings will have a prospectus written by teams of lawyers and
accountants who have dissected the offer, so you, personally,
have to do the work. No matter if this is a relative or a
friend, there are people who will steal your money and disappear
or people that mean well but are unable to follow-through and
build a successful business. In either case, your hard earned
money is long gone so you should take great pains to get
independent third-party verification of all the facts and
history that you can.
I personally know a few people that have built their wealth with
the high returns from private placement offerings, and wouldn't
invest in the stock market due to the lack of control and lower
average return. If you have the willingness to put forth the
effort, great returns can be yours as well.