The 3-Step Deal Vetting Process You Need To Know Before Putting Any Of Your Capital Into An Investment
...so you can stop investing blindly and losing your hard-earned money on bad deals
Apply For Your Deal Vetting Strategy Session Below!
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What's Inside The "Deal Vetting" Program?
"Deal Vetting" is a culmination of the insights, frameworks, and strategies we’ve refined over years of investing and analyzing countless opportunities that have come through our Mastermind.
These aren’t just theories—they’re the exact methods we’ve used to avoid bad deals, maximize returns, and ensure our capital is always working at its highest potential.
If you're putting your hard-earned money into an investment, you need to be confident that it's structured to benefit you—plain & simple. That’s exactly what this program is designed to help you do.
Our goal is simple: to equip you with the skills to quickly and effectively assess any investment opportunity—from understanding debt structures, sponsor incentives, and waterfall models (just to name a few) to identifying hidden risks that most investors overlook.
Whether you're a seasoned investor, an entrepreneur looking to diversify, or just getting started with passive investing, the principles in "Deal Vetting" will help you protect your capital, increase your returns, and avoid the costly mistakes that many investors make.
We’ve helped investors at every level—from first-time investors to those deploying millions—avoid deals that may look great on paper... but were either structured to fail or just wasn't the right fit for them.
Now, we want to help you do the same.
You'll finally get the proven blueprint so you can make smarter investment decisions to help you grow and preserve your wealth with confidence.
The Lifestyle Investor Philosophy
Around Vetting Deals
There's no avoiding it.
For people who have invested into ANYTHING, then you already know...
Not ALL deals go as planned.
And it could be due to a handful of reasons.
But what if you could get ahead and see those red flags before you invested your money?
What if you could ask the right questions so you knew what to look for?
What if you could build up this skillset so you can operate like the highest level investors out there?
But most importantly, understanding what to invest in that makes the most sense for you.
Because this is one of the two categories that we believe have the most outsized returns if you invest your time to learning & truly understanding.
It's what will reduce the most amount of your "stupid tax" as an investor.
And it will allow you to only focus on the deals that you should be participating in.
Allowing you to compound and maximize your returns sooner because you're laser focused on what works FOR YOU.
Not everything under the sky that just "sounds good".
This is a skillset that has saved our community millions of dollars...
And we've now condensed it into a training that you can leverage for yourself to do the same.
See you on the inside!
Meet The Expert
What Are Others Saying About
The Tax Advantage Strategies?
Justin Donald
FOUNDER, THE LIFESTYLE INVESTOR
The Lifestyle Investor
Justin Donald, called the "Warren Buffett of Lifestyle Investing," is a seasoned investor, entrepreneur, and the #1 bestselling author of The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom. He specializes in low-risk, high-reward cash flow investments, simplifying complex financial strategies, and structuring deals that create long-term passive income.
Justin Donald, called the "Warren Buffett of Lifestyle Investing," is a seasoned investor, entrepreneur, and the #1 bestselling author of The Lifestyle Investor: The 10 Commandments of Cash Flow Investing for Passive Income and Financial Freedom. He specializes in low-risk, high-reward cash flow investments, simplifying complex financial strategies, and structuring deals that create long-term passive income.
Hans Box
CO-FOUNDER, BOX WILSON EQUITY
INVESTMENT & PRIVATE EQUITY
Hans has personally been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, has asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,000 units of self-storage. He specializes in structuring, creating, and managing partnerships to acquire multimillion dollar assets.
Hans has personally been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, has asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,000 units of self-storage. He specializes in structuring, creating, and managing partnerships to acquire multimillion dollar assets.
Here's What You Can Expect If You Qualify To Join The Deal Vetting Program
Here's What You Can Expect If You Qualify To Join The Tax Advantage
Module #1:
The A-Z Terminology For Investment Deals
Before we teach you how to vet deals, you must first understand the most important terms used across the industry.
These are the same terms that I've learned over the years that have helped me not only understand how to navigate deals more effectively, but also protect myself during the deal-making process.
Once you understand these terms and how they all relate to each other, you can be confident in yourself to talk the talk and actually know how to get the best deal for yourself.
Module #2:
Evaluating Sponsors
Sponsors can make or break any deal.
That's why before we even look at deals, it's imperative that you actually assess the sponsor first.
In this segment, we go over how to look at their track record, experience, transparency, and how they structure their incentives. Sponsors should have a clear, repeatable process and a history of delivering results.
By the end of this, you should feel confident in knowing what attributes to look for and how to differentiate between a good sponsor and a bad sponsor so that deals don't go awry down the line.
We go over:
- The Price Of Poor Due Diligence
- The 3 Key Elements Of Sponsor Due Diligence
- Sponsor Alignment and Red Flags
- Filtering Deals Efficiently
- The Role of Skepticism in Investing
- And More...
Module #3:
Evaluating The Proforma
The pro forma is the financial projection for the investment. It outlines where your money is going and how returns will be generated.
We teach you how to analyze the sources and uses of capital, ensuring that all fees are disclosed and there are no hidden “other” expenses.
This includes:
- Evaluating the Business Plan & Margin of Safety
- Historical Data vs. Future Projections
- Cap Rates & Exit Strategy Assumptions
- Buying from Mom & Pop Sellers
- Rent Growth Assumptions
- Sensitivity Analysis
- The Importance of Debt Structure
- Property Taxes, Insurance & Other Hidden Risks
- Cash Flow vs. Distributions
- What Makes A Good Deal?
- And More...
Module #4:
PPM & Company Agreements
This session aims to focus on deal structures, fees, and compensation models while also providing actionable steps depending on what you're investing into.
The main focus is for you to have a solid knowledge base in order to make better investment decisions.
We go over:
- Understanding Fees in Commercial Real Estate Deals
- The Importance of Compensation Alignment
- Waterfall Structures & Investor Alignment
- Fund Structures & The Importance of Clawbacks
- Capital Structure & Investor Positioning
- Legal Protections in Investment Agreements
- Exit Strategies & Sponsor Manipulations
- Capital Calls & Investor Risks
- And More...
Bonus #1:
Case Studies
Now to put what you've learned to the test. This session is where we work together analyzing several deals to see if they're worth investing into.
The goal is to extract key insights quickly rather than conduct a full in-depth review (which typically takes 2-3 hours). This way, you can just solely focus on critical elements that all investors should evaluate in a deal, what questions you may need to ask, and ultimately, if this deal is even worth your time and capital.
Bonus #2:
Exclusive Access to the Private Investor Community
If you’re ready to take control of your time and money to live life on your terms, The Lifestyle Investor Mastermind provides unmatched access to the tools, strategies, and proven resources used by me and other highly successful investors to achieve financial and lifestyle freedom.
This high-level community brings together my decades of expertise and experience across a wide array of industries including...
Cash flow investing, private credit investing, private equity investing, venture capitalist investing, real estate and other forms of investing, along with the collective wisdom of other lifestyle investors and tactical experts in our ecosystem. This unique blend of perspectives and proven resources helps members shortcut their learning curves dramatically.
By joining the community and participating in our member events, you’ll steep yourself in the art and science of deal evaluation, investment criteria, debt investments, real estate, raising capital, asset protection, asset allocation, estate planning, and much more. You can compress 20+ years of learning into months with access to this results-oriented wisdom.
Frequently Asked Questions
Will this work for me?
Our aim is to help people who are ready to pursue lifestyle investing, multiply their wealth and follow a proven framework to get phenomenal results.
Whether you’re a seasoned pro or new to investing, this course will help you save more of your hard-earned money.
How long will I have access to this?
Once you enroll, you get unlimited, 24/7 access to the program which means you can refer back to the modules as often as you need.
PLUS, for a limited time only, you'll get access to our private Lifestyle Investor Community where we answer your questions live.
How much knowledge / experience do I need?
This course is designed for investors at ALL levels. While the strategies were selected to give you the biggest bang for your buck, we intentionally recorded it for beginners so you don't HAVE to know anything.
What if I have additional questions?
That's what the Strategy Session is for!
If you're not sure if you're a right fit, we have made it as easy as possible for you.
For a limited time, we've opened up a few complementary Strategy Sessions so you can get your questions answered and see what strategies will work best for you and your situation.
If you're not a fit, we'll guide you to make sure you can set yourself up for success so that you caget access to "Deal Vetting" at a later time.
Simply click the button below to speak with one of our Lifestyle Investor Specialists!
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