Category Archives: Blog

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 […]

I am often asked why I do not invest in my backyard and how I have managed to successfully buy properties out of state. In today’s snippet, I will share key lessons learned from investing out of state and key strategies for success. First, let me address the first question regarding why I do not […]

We are often asked how one can scale his/her passive income, once they decide to invest passively. While we covered part of the strategies in prior articles, we thought we’d summarize the top 5 in the form of a roadmap that you can easily reference. 1. Educate yourself. Education is an ongoing process, especially in […]

2022-2023 have been very eventful years thus far marking a lot of peaks and troughs – record high inflation peaking at 8.5-9%, rising interest rates (5.25-5.50% fed funds target rate a of the time of this article), low unemployment of 3.7%, and a stock market decline of 25% since the beginning of 2022 with a […]

In prior article, we discussed key questions to ask when vetting a sponsor. In a forthcoming article we will discuss additional resources passive investors can use to pre-screen a sponsor. In today’s quick snippet we will cover five factors passive investors often overlook when screening a sponsor and making a decision on who to invest […]

Tax deferral is one of the aspects of real estate investing that make it a powerful wealth building vehicle. Tax is ultimately due at some point of time. However, the ability to defer such liability carries the power of the time value of money, i.e. the proceeds one would otherwise pay in tax can be […]

There is this time of the year…once a year…every year…when you feverishly scramble to put the package together and then await the outcome and score on how well you did and either pay up if you were naughty or get paid if you were nice! No we are not talking about Santa Claus and Christmas […]

In a prior article we discussed the various tax advantages of real estate investing. In today’s quick snippet we will dive into one of those in more detail – real estate professional status (aka REP or REPS). As always, before taking any steps, please consult with your CPA. In prior snippets we discussed the concept […]

In today’s snippet, I will be sharing my key takeaways from the 2024 Best Ever Conference, the premier commercial real estate conference for active and passive investors. As usual I selected to share below the key highlights relevant for passive investors specifically. If you’d like to learn more about my takeaways relevant for active investors […]