Author Archives: VessiK

 By Vessi Kapoulian – Real Estate Investments & Due Diligence Consultant || Family Office & Board Advisor || Commercial Loan Underwriting Specialist || Multifamily Investor and Mahir Eyvazov – Family Office Strategist | MBA | Doctoral Candidate | Publisher and Speaker The New Imperative: Navigating Growth and Preservation in Today’s Markets For ultra-high-net-worth families and the sophisticated family offices […]

I could see the signs of concern in her eyes when she asked worrisome: “Does it mean I will get bought out at refi?” This is a question I frequently receive from investors and pertains to the impact of refinance on one’s passive investment. In today’s snippet, I will demystify exactly that. Cash In a […]

I am often asked by fellow investors how to sift through the noise and the marketing materials of a deal presentation. I understand that the amount of information shared can be overwhelming. Therefore, in today’s quick snippet I offer three key performance indicators passive investors can focus on to determine if a deal is worth […]

In prior articles we discussed the various benefits of investing in real estate and syndications. It is not surprising then that such benefits when coupled with a more stable, regulated, and transparent US market as well as desire to diversify their investment holdings, investing passively in real estate becomes attractive to foreign investors. Depending on […]

Over the past few months the news of lay-offs across a variety of industries have certainly raised the question for many – what if I am next. At least that was the case when I witnessed two corporate restructures and saw many of my colleagues being let go. Thankfully, I approached those experiences with humility […]

In a prior snippet we discussed key risks and mitigation strategies when investing in apartments. Risk management, however, further extends to managing risk within one’s own portfolio as well. How can one accomplish that? By being diversified. Diversification helps spread the risk and balance overall performance returns because in a real world scenario not all […]

“Health is a piece of your legacy.” That line stopped the room. And it perfectly set the tone for two days of conversations that went far beyond the balance sheet. I recently attended the Lido Family Office Investment Symposium, a gathering of thoughtful investors, operators, and advisors across sectors ranging from private equity and healthcare […]

When Moody’s pulled the trigger on downgrading the U.S. credit rating from Aaa to Aa1 earlier this month, the U.S. officially lost its AAA status from all three major credit agencies. Let that sink in. S&P led the charge back in 2011. Fitch followed in 2023. And now Moody’s has completed the trifecta. The primary […]

One of the many reasons I like to invest in real estate is the benefit of cash flow, which usually comes in the form of monthly or quarterly distributions. However, is receiving a distribution a good or a bad thing? Our natural inclination is to think that it is a good thing. However, as usual, […]

In prior snippets I frequently mentioned that real state goes through cycles. And while real estate is also regional, i.e. one market may be expanding while another one may be in decline, the core four stages of a cycle usually carry similar characteristics. In today’s quick snippet, I will demystify these four real estate cycles. […]