Category Archives: Blog

Investing in secondary and tertiary real estate markets can offer several advantages over primary markets, which are typically larger metropolitan areas with high levels of competition and property prices. But before we dive in, what does a primary-secondary-tertiary market really mean? Primary market is defined as large metropolitan areas with 5MM or more in population […]

We are often asked how one can 1031 exchange a property they own into a syndication. This tax deferral strategy while common for properties you own 100% is a bit more complex and not as common in the real estate syndication space. However, it can be done. As a reminder 1031 is a section within […]

I am often approached by aspiring or new investors and asked what steps they can take to better prepare for their first investment. We understand the anxiety and the feeling of being overwhelmed in the beginning. After all, the minimum investment amount is not insignificant (ranging from $50,000 to $100,000). And often, especially if you […]

A question that we are often asked is – what is an accredited investor? Accredited investors have access to many more investment opportunities (506B offerings can allow only up to 35 non-accredited but sophisticated investors; however, such cap does not apply to accredited investors). The most frequently applied definition by the SEC for accredited investors […]

With many apartments having undergone stage one of the value add and interior upgrades, we are constantly evaluating other ways to add value to the properties to generate either additional income, raise rents, reimburse expenses, or keep vacancy at a minimum by differentiating the property from others. Based on recent research published in CRE Daily […]

(Detailed charts supporting the comments herein are in the Appendix below)  Among many other events, 2024 will mark the passage of Basel III in the banking industry.  What?The most recent proposal increases the banks’ Tier 1 equity capital requirements by 16% (or by 19% for banks with $100BN or more in assets).  What is Tier […]

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 […]