Category Archives: 2022

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 […]

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 […]

It all began almost 100 years ago with tracts of citrus groves in sunny Florida and W. J. Howey Co (“Howey”). Howey sold tracts of citrus groves to buyers in Florida, who would then lease back the land to Howey. Howey would tend to the groves and harvest, pool, and market the produce on behalf of […]

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 […]

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 […]

Investing in real estate presents a strong diversification strategy, which is even more meaningful in times like today as the stock market has tumbled more than 25% since the beginning of the year. It is by no means a get rich quick scheme. However, it can be a powerful tool to build wealth over time […]

When speaking to commercial real estate investors one may often hear the term “value add”. What does that really mean and how does it impact the property, business plan, and investment performance over time? In today’s quick tip article we will explore just that. In simple terms, as the name implies, the value add approach […]

“The numbers look great on this one! What do you think?” “Yes, I reviewed all the analysis and supporting assumptions. This is almost too good to be true after reviewing multiple deals. What are we missing? What is the neighborhood like?” “What do you mean?!? It is in Tampa – one of the hottest markets […]

In today’s quick tip article we explore the differences between investing in multifamily and single family. Many people start by investing in single family homes and may eventually transition to multifamily properties (apartments). Others continue to grow their portfolio by pursuing both strategies. The beauty of real estate is that there is usually more than […]

Today’s article will be a bit unusual. However, by sharing examples from our day to day operations, we hope to give you a glimpse of our management approach, and specifically how we apply our value-based decision making in practice. As a reference our mission and philosophy is included below. ************************************************************************************* Mission and Philosophy ************************************************************************************* What […]