Category Archives: 2024

As I reflect on 2024, I wish you a peaceful and joyous Holiday Season filled with health, love, and gratitude. I hope 2025 brings you growth, fulfillment, and abundance in every aspect of your life. This past year has been one of growth, resilience, and reflection. It was my first full year as a full-time […]

In prior articles we discussed top questions to ask the deal sponsor(s) and how to do diligence on the sponsor. However, a question that recently came up was – how do you even find sponsors you want to invest with? In today’s quick snippet we’ll offer a few ideas. 1. Local real estate meet ups. […]

The world of real estate can be overwhelming, with so many paths and strategies one can take. However, once one makes the decision to invest, one is often faced with the question where and how to get started. In today’s snippet we offer five key strategies on just that. 1. Educate yourself. You will be […]

In a prior article we outlined the six key component of a private placement memorandum (PPM) – the document that governs the investment offering. It is not uncommon for such document to exceed 100 pages. In addition, most of the document is full of legal and accounting terminology. Therefore, if one is not well versed […]

Today the media is dominated by news of capital calls and foreclosures (e.g. Tides Equity, Jay Gajavelli, etc). With more commercial real estate loan maturities coming due in the next twelve months and an environment of slowing rent growth, higher expense, and higher interest rates, news like that are likely to continue dominating the press. […]

Syndications give you the benefit of investing in real estate without doing the heavy lifting. However, you still want to trust but verify as Ronald Raegan once said. It is your hard earned money after all and you want to invest your time to ensure you properly vet the sponsor, the market, and the deal. […]

As a passive investor, one is often faced with many investment choices. A common question we are often asked is whether it is better to invest in individual opportunities or in a fund. As with many things in real estate the answer is it depends on your own investment criteria and risk tolerance. When investing […]

I feel fortunate to have access to many deals. However, I ultimately choose to join only select ones that meet my and my investors’ investment criteria and adhere to fundamental underwriting principles. It is not easy (or comfortable) to say no. Nor is it easy to move slow and steady in a dynamic field like […]

It was a beautiful day in May. The sun was shining, birds were chirping. Life was good. I was getting ready to head out to an investor meet up when the email came out…notifying me that my distribution was going to be delayed by three months and converted from monthly to quarterly. The email continued […]

I recently had the pleasure of attending The Family Office Club Mastermind event in Los Angeles. However, before I dive into some of my key takeaways from the event, let me take a moment to explain what a family office is. A Family Office is an organization set up to manage the wealth and assets […]