Author Archives: admin

Today’s snippet will be a bit longer than usual. However, in an effort to keep you aware of current market dynamics, we think it is important to share our takeaways from two industry conferences we recently attended and address recent news. We have gone through unprecedented series of events that are still developing and will […]

One of the beauties of real estate is that there are not only various business strategies, but also a variety of asset classes to suit one’s preference and risk appetite as well as to further diversify within real estate. Should you look for ways to diversify beyond multifamily, there are many other asset classes to […]

In prior articles we discussed the benefits of investing passively in syndications. In an effort to present a more balanced view, in today’s quick snippet we will discuss reasons why syndications might not be a great fit for you. 1) Lack of control. When one invests passively in syndications, one joins as a Limited Partner […]

It started with a simple thought, followed by saying the words out loud, followed by taking action. It is with great excitement that I want to share with you the launch of our first digital book – The Busy Professional’s Quick Guide to Investing In Multifamily. The book idea was born out of our passion […]

As noted in the preceding real estate snippet articles, distributions is how investors and operators get paid during the life of a deal before the gain from sale arrives. And while understanding the timing of distributions is important, so is understanding the structure of such distributions. So long as the property generates sufficient cash flow, […]

In a prior article we discussed what to expect before, during, and after the syndication investment process. On a few occasions in that article, we mentioned the Private Placement Memorandum “PPM”. You may also hear that term mentioned during other investment presentations. Reviewing the actual document can be intimidating. Therefore, in today’s quick snippet, in […]

In prior articles we mentioned the tax advantages of investing in real estate. Tom Wheelwright’s most recent book The Win-Win Wealth Strategy does a great job explaining why the government has created such incentives and how they benefit not only the real estate investor and the community, but also the government itself. In today’s quick […]

It all began almost 100 years ago with tracts of citrus groves in sunny Florida and W. J. Howey Co (“Howey”). Howey sold tracts of citrus groves to buyers in Florida, who would then lease back the land to Howey. Howey would tend to the groves and harvest, pool, and market the produce on behalf of […]

We recently completed our periodic market visit in Central Florida and combined that with the Multifamily Mastery 5 real estate conference. In today’s quick snippet we will share our market observations and key takeaways from the conference. Deal flow is slowly increasing, with more deals coming on the market due to sellers looking to exit […]

A question I am frequently asked from passive investors (LPs) pertains to the process of a real estate syndication. In prior articles we discussed helpful tips on evaluating the sponsorship team, the market, the sub-market, property types, and the deal structure/underwrite as well as the different syndication structures. In today’s quick tip article, we will […]