Ready-Built Investor Education You Bring to Your Firm

Investor Education Program

Think of me as your independent education arm. I take investor education off your plate — independent, co-branded, and already built. Choose the series that fits where your investors are getting stuck. Start with one, or commit to more.

Your investors always stay yours.

Every Series Includes

3 Live Webinars

One focused topic each month

Co-Branded

Your firm, front and center

Zero Lift for You

I build it, host it, run it

Your ROE

(Return on Education)

The Independence Promise

  • Stay in front between raises — keep investors engaged even when no deal is open.
  • Investors who stick — and commit — confident investors stay calmer, ask better questions, and re-invest.
  • Content you can reuse — every session is recorded; clip it for social and repurpose it for SEO.
  • An outside educator you bring to your investors – a third-party presenting material, not a voice for your deals.
  • Every session is deal–agnostic – I never solicit, pitch, or market to your list, and I’m not building one of my own.
  • The fee is flat – never tied to deal performance or your raise, so my only incentive is to teach well.

Education for Every Investor - Three Levels

Your investors aren’t all in the same place — so the curriculum comes in three levels.

Rotate through all three across the quarter so everyone gets something, or focus where your investors need it most.

Beginner

For investors just getting started, or still deciding.

  1. How Passive Investing Works
  2. The Language of Passive Investing
  3. Your Why & Your Goals
  4. The Questions an Investor Should Ask
  5. Build Your Buy Box

For investors ready to understand how deals actually work.

  1. The Capital Stack & Where You Sit
  2. How & When You Get Paid
  3. Reading the Numbers
  4. Tax Benefits of Real Estate
  5. Investing With Retirement Money

For experienced investors who want depth and staying power

  1. How an Operator Runs a Deal
  2. Risk, Returns & Realistic Expectations
  3. Deals Across a Cycle
  4. Staying Steady in a Downturn
  5. Becoming an Empowered Investor

The Investor Education Program

Start with one series and stay as long as it’s serving your investors.

Flat education fee · delivered live and co-branded to your firm

$2,500/month

3-month minimum – one full series

✓  Every session recorded for investors who can’t join live

✓  Live Q&A that answers your investors’ real questions

✓  Ongoing access to your education coach

✓  A seat at the quarterly operator roundtable  

What Investors Are Saying

Investors stayed to ask real questions — the capital stack, 1031 exchanges, where their money sits.

What a fabulous presentation and contribution by you both.

 – Passive investor – Live education session

Great session! Clarity achieved!

 – Passive investor – Live education session

Other Ways to Work Together

Prefer to Start Lighter?

You come to me…

Send your investor base to my standing monthly workshops instead.

  • Your investor base is invited to my standing monthly workshops
  • Independent, generic, deal-agnostic education
  • Recurring monthly sessions, all year
  • A recap of what your investors are asking
  • Confidence survey results, shared back to you
  • A seat at the quarterly operator roundtable

Want It Built for You?

Made for your firm…

I’ll build a custom series around your investors’ specific questions.

  • Co-branded and delivered live
  • You shape the topics, depth, and sequence
  • Everything in the Program — recordings, live Q&A, your education coach
  • Same monthly rate, plus a one-time development fee
  • A seat at the quarterly operator roundtable

Why I Built CARE

I’ve been a passive investor since 2018. I’ve vetted sponsors, wired capital, read the K-1s, and learned lessons the expensive way.

Along the way, I helped thousands of new passive investors get started — and saw firsthand exactly where they get stuck. 

Over time, I noticed the same challenge again and again: operators wanted confident investors, but few had the time or desire to become educators.

So I took everything I learned and built an independent investor-education program operators can bring to their investors.

You own the investor relationships. I provide the education.

FAQs

Will you solicit or market to my investors?

No. Clean separation is the default: I don’t solicit your LPs, add them to my list, or contact them outside the education we agree on. This is education for your investors — not a way for me to reach them.

Almost none. You invite your investors and I handle the rest — I build the sessions, host them live, and share back what I’m hearing. That’s the whole point: I’m the education arm you don’t have to staff.

That’s exactly why the curriculum comes in three levels. Rotate through all three across the quarter so everyone gets something, or focus where your investors need it most.

A three-month minimum — one full series. After that, continue as long as it’s serving your investors. No long lock-in.

No. I’m an educator and fellow investor, not an advisor. Every session is educational and deal-agnostic — I help your investors understand, not tell them what to buy.

What's the One Question Investors Keep Asking You?

Let’s talk through where your investors get stuck and what the right education looks like for your firm — whether that’s a ready-built series, the monthly workshops, or something custom for your firm.

The content provided by Chad Ackerman Real Estate (“CARE”) through this website, webinars, workshops, coaching sessions, and any associated materials is intended for educational and informational purposes only. It does not constitute legal, tax, financial, or investment advice.
While we aim to share insights and experiences to help you make more informed decisions, all investment decisions carry inherent risk and should be made only after conducting your own due diligence. We strongly encourage you to consult with qualified professionals—including attorneys, tax advisors, and financial planners—before making any financial or investment decisions.
CARE does not guarantee any specific outcomes or returns, and past performance is not indicative of future results. By engaging with our content, you acknowledge and agree that you are solely responsible for your own investment decisions.

Copyright © 2026 Chad Ackerman Real Estate

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Passive Investing 101: A Quick Start Guide for LPs

Build Wealth with CARE™ – Coaching for Passive Real Estate Investors

What Is Passive Real Estate Investing?

Passive investing means putting your money to work in professionally managed real estate deals—without being a landlord. You invest, then collect returns while someone else does the work.

How a Real Estate Syndication Works

The Deal is Formed

An experienced General Partner (GP) finds, funds, and manages the deal.

Investors Join In

Limited Partners (LPs) (like you) provide capital to help purchase the asset.

You Get Paid

You receive distributions (monthly/quarterly income), tax benefits, and a share of profits at exit.

Why People Choose This Path