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 [...]
Read MoreDec
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 [...]
Read MoreDec
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 [...]
Read MoreNov
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 [...]
Read MoreNov
What To Do If Your Passive Investment Failed
Today the media is dominated by news of capital calls and foreclosures (e.g. Tides Equity, [...]
Read MoreOct
Diligence One Can Do As A Passive Investor
Syndications give you the benefit of investing in real estate without doing the heavy lifting. [...]
Read MoreOct
Real Estate Funds vs Individual Investment Opportunities
As a passive investor, one is often faced with many investment choices. A common question [...]
Read MoreSep
Four Underwriting Sins I Have Observed Lately
I feel fortunate to have access to many deals. However, I ultimately choose to join [...]
Read MoreSep
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 [...]
Read MoreAug
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 [...]
Read MoreAug
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 [...]
Read MoreJul
Top 5 Strategies To Scale Your Passive Income
We are often asked how one can scale his/her passive income, once they decide to [...]
Read MoreJul
The Pros And Cons Of Real Estate Investing
2022-2023 have been very eventful years thus far marking a lot of peaks and troughs [...]
Read MoreJun
Top 5 Attributes Often Overlooked By Passive Investors
In prior article, we discussed key questions to ask when vetting a sponsor. In a [...]
Read MoreJun
Additional Tax Deferral Strategies For Real Estate Unveiled
Tax deferral is one of the aspects of real estate investing that make it a [...]
Read MoreMay
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 [...]
Read MoreMay
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 [...]
Read MoreApr
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 [...]
Read MoreApr
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, [...]
Read MoreMar
1031 Exchange In Syndications
We are often asked how one can 1031 exchange a property they own into a [...]
Read MoreMar
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 [...]
Read MoreFeb
How To Become An Accredited Investor
A question that we are often asked is – what is an accredited investor? Accredited [...]
Read MoreFeb
Top Five Amenities Tenants Are Looking For In 2024
With many apartments having undergone stage one of the value add and interior upgrades, we [...]
Read MoreJan
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, [...]
Read MoreJan
2023
Annual Personal Update
As I share this annual update, I wish you a peaceful and joyous Holiday Season [...]
Read MoreDec
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 [...]
Read MoreDec
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 [...]
Read MoreNov
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 [...]
Read MoreNov
The Path From Financial Security To Financial Independence
It all starts with a dream of who you want to be, what you want [...]
Read MoreOct
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 [...]
Read MoreOct
How We Protect Your Capital
How We Protect Your Capital Real estate investing is a great tool to build generational [...]
Read MoreSep
Understanding The Various Debt Structures
For the typical real estate investor, the lender is their biggest partner, often contributing 60% [...]
Read MoreSep
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 [...]
Read MoreAug
Top 10 Strategies On How To Avoid A Scam
“SEC Halts $155 Million Fraudulent Oil and Gas Offering Scheme” “A real estate guru peddling [...]
Read MoreAug
Should You Invest In A Volatile Market
We are often asked when a good time to buy real estate is. Our response [...]
Read MoreJul
Should I Buy A Home Or Should I Wait?
(Supporting charts and data referenced herein are included as an Appendix to this snippet) In [...]
Read MoreJul
Limitless Financial Freedom 2023 Key Takeaways
I had the pleasure of attending the Limitless Financial Freedom Expo in Phoenix, AZ earlier [...]
Read MoreJun
Crowdfunding Investing Demystified
In a prior article, we briefly mentioned other alternatives to real estate syndications. A few [...]
Read MoreJun
How To Avoid Making A Bad Investment
How do I avoid making a bad investment or buying a bad property? This is [...]
Read MoreMay
A Passive Investor’s Guide To Capital Calls
A capital call is a provision in the real estate investment structure that allows the [...]
Read MoreMay
Small vs. Large Multifamily – Top 4 Pros and Cons
In a prior article we discussed the benefits of investing in multifamily (vs. other commercial [...]
Read MoreApr
Interest Rate Hedge Strategies Demystified
I was speaking to a colleague of mine recently. Unfortunately that individual had just received [...]
Read MoreApr
Someone Got Upset With Me…Here Is Why
I had a conversation earlier this week with a few people – some were curious [...]
Read MoreMar
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 [...]
Read MoreMar
Other Commercial Real Estate Asset Classes To Consider
One of the beauties of real estate is that there are not only various business [...]
Read MoreFeb
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 [...]
Read MoreFeb
And Just Like That…A Dream Came True
It started with a simple thought, followed by saying the words out loud, followed by [...]
Read MoreJan
Understanding Different Distribution Types and Waterfall Structures
As noted in the preceding real estate snippet articles, distributions is how investors and operators [...]
Read MoreJan
2022
Demystify The Private Placement Memorandum (PPM)
In a prior article we discussed what to expect before, during, and after the syndication [...]
Read MoreDec
Tax Advantages Of Real Estate Investing
In prior articles we mentioned the tax advantages of investing in real estate. Tom Wheelwright’s [...]
Read MoreDec
From Orange Groves To Making Money With Passive Investments
It all began almost 100 years ago with tracts of citrus groves in sunny Florida [...]
Read MoreNov
2H2022 Market Update and Central Florida Market Visit
We recently completed our periodic market visit in Central Florida and combined that with the [...]
Read MoreNov
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 [...]
Read MoreOct
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 [...]
Read MoreOct
Value Add Investing Demystified
When speaking to commercial real estate investors one may often hear the term “value add”. [...]
Read MoreSep
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 [...]
Read MoreSep
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 [...]
Read MoreAug
Values Based Decision Making
Today’s article will be a bit unusual. However, by sharing examples from our day to [...]
Read MoreAug
Key Assumptions To Watch For When Evaluating A Deal
I am sometimes asked – “I have this deal on the table. How do I [...]
Read MoreJul
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 [...]
Read MoreJul
Market Update – 1H 2022
A lot has happened in the last 2-2.5 years. The World experienced its second largest [...]
Read MoreJun
2022 Deal Maker Live Conference Key Takeaways
I recently attended The Deal Maker Live conference in Dallas, TX. The conference was packed [...]
Read MoreJun
Why You Should NOT Invest In Multifamily
In a prior article, we covered key reasons why we like multifamily as an asset [...]
Read MoreMay
Understanding The Fees In A Real Estate Syndication
In today’s quick tip article, we will demystify the fees you may encounter in a [...]
Read MoreMay
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 [...]
Read MoreApr
Recent Mastermind Event – Key Takeaways
I recently attended an event organized by a mastermind that I am part of. It [...]
Read MoreApr
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. [...]
Read MoreMar
2022 Best Ever Conference Key Takeaways
I recently attended The Best Ever Conference in Denver, CO – a premier commercial real [...]
Read MoreMar
Other Real Estate KPIs Explained
In prior articles, we covered key return fundamentals and cap rates. While those tend to [...]
Read MoreFeb
How To Select And Evaluate A Market
I am often asked how and why I selected the markets I invest in. There [...]
Read MoreJan
Cap Rate Fundamentals
Welcome back! Today we will cover one of the most controversial topics in commercial real [...]
Read MoreJan
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 [...]
Read MoreDec
Key Return Metrics Fundamentals
I am often asked – how do you measure the performance of your real estate [...]
Read MoreDec
What Are The Different Passive Real Estate Options?
In a prior quick tip article, we talked about the different real estate investment strategies [...]
Read MoreNov
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 & [...]
Read MoreNov