Author Archives: admin

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 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 […]

Understanding Different Distribution Types and Waterfall Structures

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, […]

Demystify The Private Placement Memorandum (PPM)

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 […]

Tax Advantages Of Real Estate Investing

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 […]

2H2022 Market Update and Central Florida Market Visit

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 […]

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 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 […]