#8 - The ABCs of Accredited Investing

Path To Passive: Real Estate Investing For Technology Professionals

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Ever wondered if you might be an accredited investor without even realizing it? Let’s dive deeper into this topic in today’s episode. We're breaking down the world of accredited investing, demystifying the jargon, the legalities, and everything in between. From the surprising anecdotes - like the Brazilian Jiu-Jitsu classmate unaware of his accredited investor status - to the $200,000 single, $300,000 couple or $1 million net worth criteria, we're making sense of it all. Let’s jump right in!
Links mentioned in the episode:
https://www.sec.gov/about
https://www.ecfr.gov/current/title-17/chapter-II/part-230/subject-group-ECFR6e651a4c86c0174
https://www.sec.gov/news/speech/peirce-how-we-howey-050919
https://www.investopedia.com/terms/s/security.asp
Show notes:
[3:32] Investing origin story
[5:10] What accredited investors are
[9:37] Sophisticated investor
[11:14] Levels of certification
[11:43] The SEC
[13:44] Definition of security
[14:34] The Howey test
[15:45] Private and public security offerings
[18:31] 506b and 506c
[25:52] What does this mean for you as an investor?
[33:05] Outro
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• Investor 101 https://www.aritacapital.com/investor-101-resource/#
• Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/

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