Category Archives: 2025

Investing passively can be a rewarding experience over time, especially as you start growing your real estate investment portfolio and enjoying the benefits of diversification, tax deferral, and creating passive income streams. However, as a passive investor one is still engaged (or at least should be) in monitoring their portfolio and seeking updates as needed. […]

I have had many conversations with prospective passive investing partners and three common themes emerged in many of my calls, three fears and concerns that ultimately led them to consider additional investment options such as real estate. In today’s quick snippet, I share those common fears and how our firm addresses those. Diversification My typical […]

My Thoughts On Recent Ponzi Schemes Former CEO of Orange County-Based Private Equity Fund Charged with Conning Investors Out of $62.5 Million via Bogus Promissory Notes Florida woman who led a nearly $200 million Ponzi scheme sentenced to 20 years in prison Alex Mehr and Tai Lopez accused of running $112 million Ponzi scheme It […]

“Risk management is a more realistic term than safety. It implies that hazards are ever-present, that they must be identified, analyzed, evaluated, and controlled or rationally accepted.” – Felix Beck Those of you who have been following me for a while have likely heard me talk about taking calculated risk. While investing in real estate, […]

 By Vessi Kapoulian – Real Estate Investments & Due Diligence Consultant || Family Office & Board Advisor || Commercial Loan Underwriting Specialist || Multifamily Investor and Mahir Eyvazov – Family Office Strategist | MBA | Doctoral Candidate | Publisher and Speaker The New Imperative: Navigating Growth and Preservation in Today’s Markets For ultra-high-net-worth families and the sophisticated family offices […]

I could see the signs of concern in her eyes when she asked worrisome: “Does it mean I will get bought out at refi?” This is a question I frequently receive from investors and pertains to the impact of refinance on one’s passive investment. In today’s snippet, I will demystify exactly that. Cash In a […]

I am often asked by fellow investors how to sift through the noise and the marketing materials of a deal presentation. I understand that the amount of information shared can be overwhelming. Therefore, in today’s quick snippet I offer three key performance indicators passive investors can focus on to determine if a deal is worth […]

In prior articles we discussed the various benefits of investing in real estate and syndications. It is not surprising then that such benefits when coupled with a more stable, regulated, and transparent US market as well as desire to diversify their investment holdings, investing passively in real estate becomes attractive to foreign investors. Depending on […]

Over the past few months the news of lay-offs across a variety of industries have certainly raised the question for many – what if I am next. At least that was the case when I witnessed two corporate restructures and saw many of my colleagues being let go. Thankfully, I approached those experiences with humility […]

In a prior snippet we discussed key risks and mitigation strategies when investing in apartments. Risk management, however, further extends to managing risk within one’s own portfolio as well. How can one accomplish that? By being diversified. Diversification helps spread the risk and balance overall performance returns because in a real world scenario not all […]