A Good Deal Can Still Be a Bad Investment with Ross Curtis

In this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview.00:00 Investor Pressure Limits00:48 Meet Ross Curtis01:24 Career Path to Bridgeview03:36 Why a Broker Dealer05:40 Market Shift to Trust09:09 Right Size Allocations14:53 Suitability and Reg BI15:39 Post Investment Touchpoints21:23 Bad News Timing26:19 Marketing Jargon to Drop29:25 Where to Learn MoreIn this conversation, Ross Curtis, president of Bridgeview Real Estate, shares his journey in financial services and the unique approach of Bridgeview in real estate investing. He discusses the importance of communication with investors, especially in a changing market landscape, and emphasizes the need for transparency and trust. Ross also outlines the company's compliance strategies and their focus on building long-term relationships with investors while ensuring that no single investor is over-allocated in any deal. The conversation concludes with insights on what needs to change in passive real estate investing and the future outlook for Bridgeview.00:00 Investor Pressure Limits00:48 Meet Ross Curtis01:24 Career Path to Bridgeview03:36 Why a Broker Dealer05:40 Market Shift to Trust09:09 Right Size Allocations14:53 Suitability and Reg BI15:39 Post Investment Touchpoints21:23 Bad News Timing26:19 Marketing Jargon to Drop29:25 Where to Learn MoreFollow Ross: https://www.linkedin.com/in/rossrcurtis/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.Follow Ross: https://www.linkedin.com/in/rossrcurtis/Find top-reviewed sponsors on investclearly.com If you’ve invested in a private real estate deal, help others by sharing your experience and leaving a reviewAre you a sponsor and want to appear in a future episode? Claim your profile today at investclearly.com. Show Sponsor: ScaleIRReady to scale your investor relations and capital raising effectiveness? Visit ScaleIR.com to learn more and book your strategy call today.