“Life is like a box of chocolates, you never know what you’re going to get.” said Forest Gump in the movie. In a similar manner there were certain items that surprised me when I first started investing in real estate, which I want to share with you today. While some were learning opportunities, others were […]
When investing in a fund or syndication, understanding financial statements is key to evaluating the credibility and accuracy of reported financials. These statements provide insight into a company’s financial health and transparency. I find that very often investors are not aware of the nuances across the various financial statement types and thought it would be […]
The time has arrived! You have found a sponsor that you know, like, and trust! You have done your research and gotten educated on the market(s) of your interest and how to vet investment opportunities. Now awaiting in your inbox is an invitation to join an informational webinar on a new investment your sponsor has […]
In prior articles I shared how understanding the lead sponsor’s track record is key when vetting them. However, that often raises the question – how does one actually vet their track record, what questions to ask, and what steps to take to perform proper diligence. In today’s quick snippet I share seven categories to pay […]
I cringe when I read how passive investing on social media is often described as sitting on a beach, sipping pina coladas, and doing no work. I suppose that is possible in theory. However, from my own experience (as both an active and a passive investor) this differs from reality. I do not want to […]
As you dive deeper and deeper into syndications and alternative investments like real estate, you will likely encounter a variety of investment offering presentations. They come in all shapes and sizes. Therefore, in today’s quick snippet, I thought I’d take a moment to share the key sections you should look for in an investment offering […]
In my experience as both an active and passive investor I have encountered three common but dangerous believes passive investors often have. Some I learned through hardship (a loss on one of my own passive deals, thankfully relatively early in my journey) and others I see often floating around. As it has been my mission […]
You may hear that multifamily is a team sport. Indeed it is. In addition to the sponsorship team (aka the General Partner “GP” team), there is an extended team key for the execution of the business plan. Like in a well synchronized orchestra the sponsor as the conductor leads the way, with the deal team […]
The tone at this year’s Best Ever Conference in Salt Lake City was noticeably different. Attendance was lower than in prior years when rooms were filled wall to wall. Many operators and investors have stepped to the sidelines. Some by choice. Some forced by capital constraints. At the same time, a greater number of well-capitalized […]
As a passive investor, it can be quite overwhelming to determine what you focus on as you evaluate various investment opportunities. The three key areas to focus on include vetting the sponsor, the market/the submarket, and the deal. In today’s quick snippet I will focus on the ten important questions you can ask a syndicator […]