Author Archives: admin

In today’s snippet, I will be sharing my key takeaways from the 2025 Best Ever Conference, the premier commercial real estate conference for active and passive investors. This has become an annual event for me. I choose to endure the freezing cold year over year (usually the conference takes place in cities known for or […]

In a prior article I discussed why I decided to invest out of state and some of the tactical steps I took to make that happen. In today’s quick snippet I will focus on the four risks that out of state investing entails and how to mitigate those. 1. Lack of market knowledge. When purchasing […]

In prior articles we discussed the tax deferral benefits of real estate, including depreciation and cost segregation. One question we are frequently asked is how such paper loss is treated and whether it can offset one’s active income. As usual the answer is – it depends. And as usual, please consult with your CPA or […]

There has been a large increase in funds over the past 12 months or so, as many professionals in the real estate syndication space transition from co-Manager (aka co-GP) structures to fund structures. There are many (very good) reasons why an investor may choose to make that transition. In prior snippets I also discussed the […]

It would be wonderful, if we could take a sneak peek and get a clear picture of the future, wouldn’t it?!? While no one has a crystal ball, we can actually use certain data points to gain a glimpse into possible future trends by studying the leading economic indicators (LEIs). While knowing the micro factors […]

As I reflect on 2024, I wish you a peaceful and joyous Holiday Season filled with health, love, and gratitude. I hope 2025 brings you growth, fulfillment, and abundance in every aspect of your life. This past year has been one of growth, resilience, and reflection. It was my first full year as a full-time […]

In prior articles we discussed top questions to ask the deal sponsor(s) and how to do diligence on the sponsor. However, a question that recently came up was – how do you even find sponsors you want to invest with? In today’s quick snippet we’ll offer a few ideas. 1. Local real estate meet ups. […]

The world of real estate can be overwhelming, with so many paths and strategies one can take. However, once one makes the decision to invest, one is often faced with the question where and how to get started. In today’s snippet we offer five key strategies on just that. 1. Educate yourself. You will be […]

In a prior article we outlined the six key component of a private placement memorandum (PPM) – the document that governs the investment offering. It is not uncommon for such document to exceed 100 pages. In addition, most of the document is full of legal and accounting terminology. Therefore, if one is not well versed […]

Today the media is dominated by news of capital calls and foreclosures (e.g. Tides Equity, Jay Gajavelli, etc). With more commercial real estate loan maturities coming due in the next twelve months and an environment of slowing rent growth, higher expense, and higher interest rates, news like that are likely to continue dominating the press. […]