Create your own freedom and build generational wealth through the power of real estate.

2024

2024 Reflections And Annual Update

As I reflect on 2024, I wish you a peaceful and joyous Holiday Season filled [...]

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Top Strategies To Find An Operator That You Know Like And Trust

In prior articles we discussed top questions to ask the deal sponsor(s) and how to [...]

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Six Key Steps To Getting Started As And Becoming A Successful Passive Investor

The world of real estate can be overwhelming, with so many paths and strategies one [...]

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Key PPM Sections To Review Before You Get Into A Syndication

In a prior article we outlined the six key component of a private placement memorandum [...]

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What To Do If Your Passive Investment Failed

Today the media is dominated by news of capital calls and foreclosures (e.g. Tides Equity, [...]

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Diligence One Can Do As A Passive Investor

Syndications give you the benefit of investing in real estate without doing the heavy lifting. [...]

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Real Estate Funds vs Individual Investment Opportunities

As a passive investor, one is often faced with many investment choices. A common question [...]

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Four Underwriting Sins I Have Observed Lately

I feel fortunate to have access to many deals. However, I ultimately choose to join [...]

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Lessons Learned From A Now Troubled Investment I Passively Invested In

It was a beautiful day in May. The sun was shining, birds were chirping. Life [...]

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My Key Takeaways From A Recent Family Office Mastermind Event

I recently had the pleasure of attending The Family Office Club Mastermind event in Los [...]

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Key Lessons Learned From My Experience Investing Out Of State

I am often asked why I do not invest in my backyard and how I [...]

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Top 5 Strategies To Scale Your Passive Income

We are often asked how one can scale his/her passive income, once they decide to [...]

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The Pros And Cons Of Real Estate Investing

2022-2023 have been very eventful years thus far marking a lot of peaks and troughs [...]

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Top 5 Attributes Often Overlooked By Passive Investors

In prior article, we discussed key questions to ask when vetting a sponsor. In a [...]

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Additional Tax Deferral Strategies For Real Estate Unveiled

Tax deferral is one of the aspects of real estate investing that make it a [...]

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The Passive Investor’s Guide To Understanding The K1s

There is this time of the year…once a year…every year…when you feverishly scramble to put [...]

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What Is A Real Estate Professional And Why Does It Matter To You?

In a prior article we discussed the various tax advantages of real estate investing. In [...]

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My Key Takeaways From The 2024 Best Ever Conference

In today’s snippet, I will be sharing my key takeaways from the 2024 Best Ever [...]

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Why We Like Secondary And Tertiary Markets (And What Are The Risks We Consider And Mitigate Before Investing In One?

Investing in secondary and tertiary real estate markets can offer several advantages over primary markets, [...]

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1031 Exchange In Syndications

We are often asked how one can 1031 exchange a property they own into a [...]

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Top Three Strategies For New Investors To Implement Before Investing In Their First Syndication

I am often approached by aspiring or new investors and asked what steps they can [...]

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How To Become An Accredited Investor

A question that we are often asked is – what is an accredited investor? Accredited [...]

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Top Five Amenities Tenants Are Looking For In 2024

With many apartments having undergone stage one of the value add and interior upgrades, we [...]

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Breaking News In The Banking Industry! Are You Ready And Prepared?

(Detailed charts supporting the comments herein are in the Appendix below)  Among many other events, [...]

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2023

Annual Personal Update

As I share this annual update, I wish you a peaceful and joyous Holiday Season [...]

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Why I Declined These Investment Opportunities And Our Go To Market Approach For 2024

The last few weeks, after closing on our 158-unit investment in Savannah, GA have been [...]

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My Key Takeaways From Two Recent Commercial Real Estate Conferences

I recently had the pleasure of attending two commercial real estate conferences (The Advanced Commercial [...]

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How To Evaluate A Commercial Real Estate Investment Opportunity In Five Minutes Or Less

Once you have educated yourself on the basics of multifamily investing, how to get started, and begin to [...]

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The Path From Financial Security To Financial Independence

It all starts with a dream of who you want to be, what you want [...]

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How To Use Your Retirement Account To Invest In Real Estate

I often receive a surprised look when I mention to people that they can use [...]

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How We Protect Your Capital

How We Protect Your Capital Real estate investing is a great tool to build generational [...]

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Understanding The Various Debt Structures

For the typical real estate investor, the lender is their biggest partner, often contributing 60% [...]

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Cash Flow vs. Appreciation vs. Tax Efficiencies – Why Not Both Or All?

Cash Flow vs. Appreciation vs. Tax Efficiencies – Why Not Both Or All? You cannot [...]

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Top 10 Strategies On How To Avoid A Scam

“SEC Halts $155 Million Fraudulent Oil and Gas Offering Scheme” “A real estate guru peddling [...]

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Should You Invest In A Volatile Market

We are often asked when a good time to buy real estate is. Our response [...]

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Should I Buy A Home Or Should I Wait?

(Supporting charts and data referenced herein are included as an Appendix to this snippet) In [...]

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Limitless Financial Freedom 2023 Key Takeaways

I had the pleasure of attending the Limitless Financial Freedom Expo in Phoenix, AZ earlier [...]

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Crowdfunding Investing Demystified

In a prior article, we briefly mentioned other alternatives to real estate syndications. A few [...]

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How To Avoid Making A Bad Investment

How do I avoid making a bad investment or buying a bad property? This is [...]

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A Passive Investor’s Guide To Capital Calls

A capital call is a provision in the real estate investment structure that allows the [...]

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Small vs. Large Multifamily – Top 4 Pros and Cons

In a prior article we discussed the benefits of investing in multifamily (vs. other commercial [...]

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Interest Rate Hedge Strategies Demystified

I was speaking to a colleague of mine recently. Unfortunately that individual had just received [...]

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Someone Got Upset With Me…Here Is Why

I had a conversation earlier this week with a few people – some were curious [...]

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2023 The Best Ever And Multifamily Investment Network Conference Key Takeaways – Expect The Unexpected

Today’s snippet will be a bit longer than usual. However, in an effort to keep [...]

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Other Commercial Real Estate Asset Classes To Consider

One of the beauties of real estate is that there are not only various business [...]

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Top 5 Reasons Why You Should NOT Invest In Syndications

In prior articles we discussed the benefits of investing passively in syndications. In an effort [...]

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And Just Like That…A Dream Came True

It started with a simple thought, followed by saying the words out loud, followed by [...]

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Understanding Different Distribution Types and Waterfall Structures

As noted in the preceding real estate snippet articles, distributions is how investors and operators [...]

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2022

Demystify The Private Placement Memorandum (PPM)

In a prior article we discussed what to expect before, during, and after the syndication [...]

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Tax Advantages Of Real Estate Investing

In prior articles we mentioned the tax advantages of investing in real estate. Tom Wheelwright’s [...]

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From Orange Groves To Making Money With Passive Investments

It all began almost 100 years ago with tracts of citrus groves in sunny Florida [...]

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2H2022 Market Update and Central Florida Market Visit

We recently completed our periodic market visit in Central Florida and combined that with the [...]

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What To Expect As A Limited Partner Before, During, And After The Syndication

A question I am frequently asked from passive investors (LPs) pertains to the process of [...]

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How Passive Investing Can Help You Build Wealth Over Time

Investing in real estate presents a strong diversification strategy, which is even more meaningful in [...]

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Value Add Investing Demystified

When speaking to commercial real estate investors one may often hear the term “value add”. [...]

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Top Five Signs Your Neighborhood May Be A Risky One

“The numbers look great on this one! What do you think?” “Yes, I reviewed all [...]

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Multifamily vs. Single Family – Top 4 Pros and Cons

In today’s quick tip article we explore the differences between investing in multifamily and single [...]

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Values Based Decision Making

Today’s article will be a bit unusual. However, by sharing examples from our day to [...]

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Key Assumptions To Watch For When Evaluating A Deal

I am sometimes asked – “I have this deal on the table. How do I [...]

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Top 8 Questions To Ask (Yourself) When Vetting A Deal Sponsor

With so many alternative investment opportunities one may often feel like a kid in a [...]

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Market Update – 1H 2022

A lot has happened in the last 2-2.5 years. The World experienced its second largest [...]

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2022 Deal Maker Live Conference Key Takeaways

I recently attended The Deal Maker Live conference in Dallas, TX. The conference was packed [...]

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Why You Should NOT Invest In Multifamily

In a prior article, we covered key reasons why we like multifamily as an asset [...]

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Understanding The Fees In A Real Estate Syndication

In today’s quick tip article, we will demystify the fees you may encounter in a [...]

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Top 5 Ways To Get Started Investing In Real Estate

In a prior article, we discussed various ways to get started as an active operator [...]

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Recent Mastermind Event – Key Takeaways

I recently attended an event organized by a mastermind that I am part of. It [...]

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What Are The Four Multifamily Asset Classes And Why Do They Matter

When speaking to investors you may often hear an alphabet soup of acronyms or codes. [...]

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2022 Best Ever Conference Key Takeaways

I recently attended The Best Ever Conference in Denver, CO – a premier commercial real [...]

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Other Real Estate KPIs Explained

In prior articles, we covered key return fundamentals and cap rates. While those tend to [...]

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How To Select And Evaluate A Market

I am often asked how and why I selected the markets I invest in. There [...]

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Cap Rate Fundamentals

Welcome back! Today we will cover one of the most controversial topics in commercial real [...]

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2021

Sometimes The Best Deals Are Those You Do Not Do

We often hear about the success stories and deals closed. However, those that have been [...]

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Key Return Metrics Fundamentals

I am often asked – how do you measure the performance of your real estate [...]

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What Are The Different Passive Real Estate Options?

In a prior quick tip article, we talked about the different real estate investment strategies [...]

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Active vs. Passive Real Estate Investing – Which One Should I Choose?

There are many advantages of investing in real estate, including monthly cash flow, appreciation & [...]

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