Category Archives: Blog

Top Three Strategies For New Investors To Implement Before Investing In Their First Syndication

I am often approached by aspiring or new investors and asked what steps they can take to better prepare for their first investment. We understand the anxiety and the feeling of being overwhelmed in the beginning. After all, the minimum investment amount is not insignificant (ranging from $50,000 to $100,000). And often, especially if you […]

How To Become An Accredited Investor

A question that we are often asked is – what is an accredited investor? Accredited investors have access to many more investment opportunities (506B offerings can allow only up to 35 non-accredited but sophisticated investors; however, such cap does not apply to accredited investors). The most frequently applied definition by the SEC for accredited investors […]

Top Five Amenities Tenants Are Looking For In 2024

With many apartments having undergone stage one of the value add and interior upgrades, we are constantly evaluating other ways to add value to the properties to generate either additional income, raise rents, reimburse expenses, or keep vacancy at a minimum by differentiating the property from others. Based on recent research published in CRE Daily […]

Breaking News In The Banking Industry! Are You Ready And Prepared?

(Detailed charts supporting the comments herein are in the Appendix below)  Among many other events, 2024 will mark the passage of Basel III in the banking industry.  What?The most recent proposal increases the banks’ Tier 1 equity capital requirements by 16% (or by 19% for banks with $100BN or more in assets).  What is Tier […]

Why I Declined These Investment Opportunities And Our Go To Market Approach For 2024

The last few weeks, after closing on our 158-unit investment in Savannah, GA have been quite busy – not only with transitioning the property, but also with continuously networking with various operators with the goal of curating the next investment opportunity. Unless you are part of our Dream Believe Achieve Investment Club or unless the […]

My Key Takeaways From Two Recent Commercial Real Estate Conferences

I recently had the pleasure of attending two commercial real estate conferences (The Advanced Commercial Real estate Summit in Los Angeles, CA and the Warrior Multifamily Summit in Phoenix, AZ) and cannot wait to share with you some of my key takeaways, which also nicely summarize the second half of 2023 and offer a sneak […]

How To Evaluate A Commercial Real Estate Investment Opportunity In Five Minutes Or Less

Once you have educated yourself on the basics of multifamily investing, how to get started, and begin to connect with various operators, you will start getting exposure to various investment opportunities. Some of you will feel the same excitement as a kid in a candy store. Others may get overwhelmed by how to quickly sift through these various […]

The Path From Financial Security To Financial Independence

It all starts with a dream of who you want to be, what you want to accomplish, and why…and then believing in yourself and surrounding yourself with positive like-minded individuals…and last but not least, taking action! You may often hear the terms financial freedom and financial independence used interchangeably. There is a subtle difference, however. […]

How To Use Your Retirement Account To Invest In Real Estate

I often receive a surprised look when I mention to people that they can use their retirement account to invest in real estate. A follow up question often then raised (with some skepticism) is – why is that not so widely talked about or promoted? For one simple reason, traditional employer 401Ks and traditional retirement […]