Author Archives: admin

One question I am often asked, given my background as a former commercial lender, is what a lender is looking for in a borrower. The answer really would vary from lender to lender, their go to market strategy and risk appetite. Instead it would be more appropriate to address the question of what key aspects […]

A mentor of mine once said “Numbers do not lie….but I can make them say anything I want.” This has always been a good reminder for me as I approach new investment opportunities presented for my consideration. The excitement of seeing the glossy and great returns on paper is real. However, it is important to […]

Contrary to what the name suggests, passive investing is not truly hands off. While you are not necessarily involved in the day to day decision making, running the property, and executing on the business plan, you would still want to keep a pulse on your investment to ensure you are progressing towards your goals as […]

As the year comes to a close, I always take time to pause, reflect, and honor the moments that shaped the past twelve months. This year was no exception. It was a year of growth, clarity, unexpected lessons, and beautiful reminders of what truly matters. Personal Highlights One of the most meaningful milestones for me […]

In prior articles I discussed how one can get started in real estate and how an initial $50K investment can provide a good head start towards achieving financial freedom. However, having that excess liquidity does not mean you should jump into every or any investment opportunity presented to you. In today’s quick snippet, I will […]

A question I am frequently asked by passive investing partners is how (via what legal entity) they should invest in a syndication. To begin with, I am not an attorney or a CPA and do not pretend to be either one. As such, my first response is typically that they should always consult their legal […]

Investing passively can be a rewarding experience over time, especially as you start growing your real estate investment portfolio and enjoying the benefits of diversification, tax deferral, and creating passive income streams. However, as a passive investor one is still engaged (or at least should be) in monitoring their portfolio and seeking updates as needed. […]

I have had many conversations with prospective passive investing partners and three common themes emerged in many of my calls, three fears and concerns that ultimately led them to consider additional investment options such as real estate. In today’s quick snippet, I share those common fears and how our firm addresses those. Diversification My typical […]

My Thoughts On Recent Ponzi Schemes Former CEO of Orange County-Based Private Equity Fund Charged with Conning Investors Out of $62.5 Million via Bogus Promissory Notes Florida woman who led a nearly $200 million Ponzi scheme sentenced to 20 years in prison Alex Mehr and Tai Lopez accused of running $112 million Ponzi scheme It […]

“Risk management is a more realistic term than safety. It implies that hazards are ever-present, that they must be identified, analyzed, evaluated, and controlled or rationally accepted.” – Felix Beck Those of you who have been following me for a while have likely heard me talk about taking calculated risk. While investing in real estate, […]