Author Archives: VessiK

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. […]

Syndications give you the benefit of investing in real estate without doing the heavy lifting. However, you still want to trust but verify as Ronald Raegan once said. It is your hard earned money after all and you want to invest your time to ensure you properly vet the sponsor, the market, and the deal. […]

As a passive investor, one is often faced with many investment choices. A common question we are often asked is whether it is better to invest in individual opportunities or in a fund. As with many things in real estate the answer is it depends on your own investment criteria and risk tolerance. When investing […]

I feel fortunate to have access to many deals. However, I ultimately choose to join only select ones that meet my and my investors’ investment criteria and adhere to fundamental underwriting principles. It is not easy (or comfortable) to say no. Nor is it easy to move slow and steady in a dynamic field like […]

It was a beautiful day in May. The sun was shining, birds were chirping. Life was good. I was getting ready to head out to an investor meet up when the email came out…notifying me that my distribution was going to be delayed by three months and converted from monthly to quarterly. The email continued […]

I recently had the pleasure of attending The Family Office Club Mastermind event in Los Angeles. However, before I dive into some of my key takeaways from the event, let me take a moment to explain what a family office is. A Family Office is an organization set up to manage the wealth and assets […]

I am often asked why I do not invest in my backyard and how I have managed to successfully buy properties out of state. In today’s snippet, I will share key lessons learned from investing out of state and key strategies for success. First, let me address the first question regarding why I do not […]

We are often asked how one can scale his/her passive income, once they decide to invest passively. While we covered part of the strategies in prior articles, we thought we’d summarize the top 5 in the form of a roadmap that you can easily reference. 1. Educate yourself. Education is an ongoing process, especially in […]

2022-2023 have been very eventful years thus far marking a lot of peaks and troughs – record high inflation peaking at 8.5-9%, rising interest rates (5.25-5.50% fed funds target rate a of the time of this article), low unemployment of 3.7%, and a stock market decline of 25% since the beginning of 2022 with a […]