Evaluate the project
Understand how land conditions, approvals, infrastructure, construction costs and builder commitments affect the ability to deliver the business plan. Learn what evidence to look for and what exposure remains.
WITH
LIVE EDUCATIONAL WEBINAR · WITH INSPIRA FINANCIAL
Understanding
and Reducing
Investment Risk
A practical framework for
self-directed IRA investors.
How do you assess a private real estate investment before committing retirement capital? Join Andrew Davis and Wesley Greene for a practical look at how they identify, evaluate and reduce risk at the project and investment levels.
Execution riskInvestment structureHewitt case study
For high-net-worth investors who already invest through a self-directed IRA, or are interested in doing so.
WHAT WE’LL EXPLORE
Understand the downside.
Then evaluate the upside.
Understand your capital
Learn how financing, payment priority, fees and sponsor incentives affect your investment. Understand the position your capital occupies and why a preferred return does not guarantee a payment.
Evaluate the potential return
See where development value comes from and how costs, timing, lot sales and investment structure affect investor outcomes. Assess whether the potential return compensates you for the risks that remain.
WHAT YOU’LL WALK AWAY WITH
Better questions.
A clearer process.
- Identify the risks that could cause an investment to lose money or miss its business plan.
- Distinguish a sponsor’s assumptions from evidence, contractual commitments and completed work.
- Understand how sponsor incentives, fees, and payment priority affect your investment.
- Evaluate whether the potential return adequately compensates you for the risks that remain.
- Ask better questions before committing retirement capital.
HEWITT · RESIDENTIAL LAND DEVELOPMENT
The framework
in practice.
Using Hewitt as a case study, we’ll bring the execution of the project and the structure of the investment together. We’ll walk through the development plan, builder demand, approvals, infrastructure, phased execution and capital requirements.
We’ll distinguish documented progress from assumptions and remaining conditions: what we need to know, what evidence supports the plan, what would cause us to wait or decline, and what we continue to monitor after capital is deployed.
YOUR PRESENTERS
Development experience.
Investment judgment.
DEVELOPMENT DILIGENCE & EXECUTION
Wesley Greene
Wesley Greene brings more than 20 years of experience in residential land development.
INVESTMENT STRUCTURE & INCENTIVES
Andrew Davis
Andrew Davis has raised $500 million and advised more than 2,000 individual investors. He specializes in evaluating and structuring private investments, with a focus on risk, investor protections and aligned incentives.
The session begins with a 5–10 minute Inspira introduction to self-directed IRA options, followed by our teaching and Hewitt case study, with time for audience questions.
DATE TO BE ANNOUNCED · TIME TO BE ANNOUNCED
Assess the downside.
Then evaluate the return.
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