Passive Investor Due Diligence Scorecard | Scott Kidd

Scott Kidd · Passive Investor Blueprint

Before You Wire
a Single Dollar

The interactive due diligence scorecard that tells you if a multifamily deal — and the sponsor behind it — actually deserves your capital.

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Vetting Questions
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Due Diligence Pillars
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Point Scoring System
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Jake put $50K into a multifamily deal that "looked solid." He never read the PPM. Didn't ask about fees. Three years later: no distributions, no updates, zero returns.

— The cautionary tale every passive investor knows

Most Investors Skip The Hard Questions

They get excited by the projected returns. They trust the referral. They glance at the deck and wire the money.

This scorecard gives you the exact questions professionals use to vet deals, sponsors, and structures — so you invest with eyes wide open.

What's Inside

Four Pillars of Protection

Every question maps to one of four critical areas that separate great deals from disasters.

🔎

Sponsor Due Diligence

Track record, skin in the game, litigation history, and downturn survival.

🏙️

Market Analysis

Real growth data, rent comps, and boots-on-the-ground management verification.

📊

Deal Structure

Waterfall structures, preferred returns, reserves, and downside scenarios.

🚩

Red Flag Radar

High-pressure tactics, missing filings, and inexperienced operators.

87 /100

Live Scoring Dashboard

Your score updates in real-time as you verify each item. Get instant verdicts: Invest, Caution, or Avoid.

Simple Process

How It Works

01

Work Through Each Tab

Four sections cover every dimension of a deal.

02

Note Red Flags

Log concerns and evasive answers as you go.

03

Review Your Score

Live score updates with instant verdicts.

04

Decide With Confidence

Clear Invest / Caution / Avoid recommendation.

Stop Investing
On Hope.

Every question on this scorecard exists because a passive investor learned it the hard way. Use their experience to protect yours.

Access Free Scorecard
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Created by Scott Kidd · Yacht Captain | Commercial Real Estate Investor | Podcaster

This tool is for educational purposes only and does not constitute financial, legal, or investment advice.