The Best Ever CRE Show JF 3976: Due Diligence, Deal Transparency, and Tech-Backed Wealth Building ft. Litan Yahav
Jul 24, 2025
Litan Yahav, co-founder and CEO of Vyzer, shares his journey from the diamond industry to becoming a savvy passive investor. He reveals how a big financial exit launched him into real estate syndications and the creation of his investment tracking platform. The conversation dives into the importance of evaluating general partners, the challenges of managing diverse private investments, and how AI enhances transparency in the complex world of investments. Litan also discusses common pitfalls for new investors and the necessity of asking smarter questions for better deals.
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Litan's Investment Journey
- Litan Yahav started investing passively after a company exit by first buying single-family homes and then multifamily syndications.
- He built a platform to manage complex investments as tracking became cumbersome with growth.
Track Investments with Structure
- Use structured platforms for tracking diverse private investments as spreadsheets break down beyond a handful of deals.
- Understand key metrics differences like preferred return versus cash-on-cash and the nuances of IRR calculation.
Wealth vs Tax Valuation
- Net worth valuation and tax valuation of investments differ and create confusion for investors.
- Minimizing surprises, like unexpected capital calls or exits, is critical for good wealth management.