As I share this annual update, I wish you a peaceful and joyous Holiday Season with family and loved ones and a New Year full of good health, prosperity, fulfillment, and abundance! I feel grateful as many of you reached out after last year’s annual update, which allowed an opportunity for us to re-connect and […]
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 […]
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 […]
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 […]
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. […]
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 […]
How We Protect Your Capital Real estate investing is a great tool to build generational wealth and achieve financial freedom. However, as with any investment there are risks involved. A worst case scenario is losing money and investor capital. However, we want to avoid that and therefore, we view capital preservation (return of original investor […]
For the typical real estate investor, the lender is their biggest partner, often contributing 60% to 80% of the capital required for a deal. Thus, how the debt is structured can materially impact the deal returns. In a prior article, we briefly discussed the importance of understanding the debt structure as it relates to the […]
Cash Flow vs. Appreciation vs. Tax Efficiencies – Why Not Both Or All? You cannot get to where you need to get, if you do not know where you are headed. Or you may stumble along the way until you get on the path leading you to your desired destination. Having clear goals upfront is […]
“SEC Halts $155 Million Fraudulent Oil and Gas Offering Scheme” “A real estate guru peddling the ‘deal of a lifetime’ was really a fraud, prosecutors say” “SEC Charges Convicted Fraudster in Real Estate Ponzi Scheme” These are just a few of the headlines in the press as of late. With the distress in the market […]