Invest With Confidence Ebook 1 23 25 pdf
A 2025 investor guide by Tom Dunkel (Eagle Capital Investments) introducing the S.A.F.E. Checklist — Sponsor, Asset, Financials, Exit — to help investors evaluate alternative investments (especially self-storage). The booklet explains why investors might move beyond traditional stocks/bonds, gives checklists and questions for due diligence, shares the author’s $50,000 loss as motivation, and includes a self-storage case study showing acquisition (Jan 2021) and sale (Jul 2022) performance metrics.
Questions this document answers
Tom Dunkel, Managing Principal, Eagle Capital Investments.
He lost $50,000 to an investment scam and later recovered $6.23 after legal action.
Granite City Storage; purchased for $3,000,000 in January 2021.
Sold for $4,795,000 in July 2022 (18 months after acquisition).
Investors realized a 62% return on investment.