Category Archives: Blog

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 […]

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 […]