From Opt-In to Booked Call: The Accredited Investor Lead Nurture Playbook
Segmentation by persona, a 30-day sequence, re-engagement and the handoff to IR.
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26 investor questions, with answer frameworks
The questions prospective LPs ask most, grouped by theme, with frameworks for answering them consistently across your website, calls and content.
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- 26 real LP questions
- Grouped: trust, process, risk, liquidity, fees, timing, fit
- Answer frameworks, not scripts
- Use for website FAQs and calls
- Compliance-aware guidance
- Printable
Your template
Investor FAQ & Objection Bank (26 questions)
These are frameworks for your own answers. Specifics about offerings, fees and returns should come from your offering documents and be reviewed by counsel.
Trust
Question 1
Why should I trust you with my money?
Answer framework: Lead with verifiable facts: [years operating], [units/assets managed], [named third parties: fund admin, auditor, counsel]. Offer references from existing LPs (counsel-approved) and a sample investor update.
Question 2
Have you ever lost investor money?
Answer framework: Answer directly. If yes: what happened, what you learned, what changed. If no: say so, and explain the safeguards rather than implying it can't happen.
Question 3
Who else is on your team?
Answer framework: Name the people responsible for acquisitions, asset management, IR and accounting. Link to bios.
Question 4
Can I talk to current investors?
Answer framework: Explain your reference process and connect them with LPs who have agreed to be references.
Process
Question 5
How do you find deals?
Answer framework: Describe sourcing channels, markets and buy box. Mention how many deals you review vs pursue.
Question 6
How do you underwrite?
Answer framework: Walk through key assumptions (rent, occupancy, expenses, exit cap rate) and how you stress-test them. Offer the checklist.
Question 7
What's your business plan, typically?
Answer framework: Describe your value-creation approach in plain terms. Avoid deal-specific terms under 506(b) unless counsel-approved.
Question 8
Who manages the property?
Answer framework: Third-party or in-house, why you chose it, and how you oversee performance.
Risk
Question 9
What happens if interest rates rise?
Answer framework: Explain debt choices (fixed, caps, leverage levels) and reserves. Describe your stress tests.
Question 10
What if occupancy drops?
Answer framework: Share break-even occupancy concepts and how your reserves and operations respond.
Question 11
Could I lose my entire investment?
Answer framework: Yes, private real estate carries risk of loss. Explain how you try to reduce it; never guarantee outcomes.
Question 12
How diversified am I?
Answer framework: Single-asset vs fund structures, and what that means for concentration.
Liquidity & tax
Question 13
Can I get my money out early?
Answer framework: Generally no; explain expected hold periods and any transfer provisions per the operating agreement.
Question 14
What tax documents will I receive?
Answer framework: K-1s, typical timing, and the possibility of extensions. Recommend investors consult their CPA.
Question 15
Can I invest with my IRA?
Answer framework: Explain whether self-directed IRAs are accepted and note UBTI considerations; refer them to their advisor.
Question 16
Does depreciation really reduce my taxes?
Answer framework: Explain the concept in general terms and refer to their tax advisor for their situation.
Fees & returns
Question 17
How do you get paid?
Answer framework: List fee types plainly (acquisition, asset management, promote) in general terms; point to offering documents for specifics.
Question 18
What returns should I expect?
Answer framework: Avoid promises. Explain how projections are built and what can change them; refer to offering materials under counsel guidance.
Question 19
How are distributions paid?
Answer framework: Frequency, method and how they're calculated in general terms.
Question 20
How does the waterfall work?
Answer framework: Explain preferred return and splits conceptually with a simple illustration.
Timing
Question 21
Is now a good time to invest?
Answer framework: Share how you think about cycles and why your strategy is built for uncertainty, without predicting markets.
Question 22
When is your next opportunity?
Answer framework: Under 506(b), follow counsel guidance on relationship before discussing specifics. Offer to keep them informed.
Question 23
How long does the investment process take?
Answer framework: Outline steps: intro call, documents review, subscription, funding, typical timeframes.
Question 24
What's the minimum investment?
Answer framework: State your typical minimum and whether it varies by offering.
Fit
Question 25
Is this right for someone new to private investing?
Answer framework: Explain who tends to be a good fit and who isn't (e.g. those needing liquidity).
Question 26
Do I have to be accredited?
Answer framework: Explain your exemption's requirements and how you verify, per counsel.
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