If you are considering becoming a passive investor, it is relatively intuitive to determine how to find active syndicators, what to look for in sponsors and questions to ask during the start of the relationship. One lesser discussed topic is what sponsors are actually looking for when bringing in potential passive investors to investment opportunities. […]
I am very thankful to have had the opportunity to be a guest on The Real Estate Syndication Show with Whitney Sewell. What a great discussion! I was able to share my journey into multi-family investing as well as describe what I believe are critical mindset shifts that propel people to take massive action on […]
Getting Started As An Investor When I first started making plans to invest in real estate, my logical goals involved investing in multiple single family homes. It was exciting to think about earning income from multiple homes in my area. Before I knew it, I had two single family rentals and I felt like my […]
In separate posts, I discussed how to find active syndicators as well as what to look for in a syndicator. After having met a sponsor, passive investors should set up an initial call to better familiarize themselves with that sponsor and his or her team. Here, I summarize five basic questions every passive investor should […]
If you think this is about money, read on. Every year I want to improve. I want to be stronger, smarter, more impactful and better balanced. I can look back on each year of the last five and easily characterize my life and happiness based upon those attributes. 2020 for me, just like many, was […]
Last year, I wrote an article called Active vs. Passive Investing and Which is Right for You, which focused on an explanation of the differences of each and considerations that one should make when exploring which is most fitting for himself or herself. Here, I would like to focus on and further expand upon passive […]
Right now happens to be a good time for many people in the stock market. Led by technology stocks, people are experiencing growth and feeling good from their exposure to the stock market highs. The Game Stop short squeeze left one average part-time individual investor up by millions of dollars! With all the success of […]
Many investors someday aspire to grow from their single family rental portfolio to owning many multi-family assets. Mistakenly, they may assume that what is necessary to be successful in multi-family real estate is identical to that of single-family investing. There is one fundamental difference in investing in the multi-family versus single-family real estate assets. One […]
As a guest writer for the Fortes Company, I had the great privilege of sharing insight gained from episodes 104 of the Passive Investor show where host John Fortes speaks with guest Jason Debono about the Self-Directed IRA (SD-IRA) and in episode 133 where Damion Lupo joins to talk about the Qualified Retirement Plan (eQRP). […]
Many people will ask, why would a future resident choose to rent an apartment over buying or renting a house. They believe that the average American wants his or her own home, plot of land and backyard. Especially if the rents are the same, people struggle to understand why apartment living would be the preferred […]
Russell Gray from the Real Estate Guys Radio podcast said it very well when he stated that “Good Underwriting Beats Market Timing.” There are not too many people that can predict with consistent accuracy when the local or greater real estate market will “take off” or “slow down.” No one can, with 100% certainty or […]
Wealth building is a marathon, and it takes much time and preparation to be in shape to compete. Many people do not consider the steps that are necessary to take in order to achieve their wealth building goals. Below are three very simple steps to prepare your finances for passive investing in real estate. Eliminate […]
There are various asset classes in which to invest as part of your wealth-building. Aside from stocks and bonds, there is real estate (my favorite), cryptocurrencies, precious metals and more. But there is something more valuable than these. An asset so finite that its massive global undervaluation baffles me. We all have this asset but […]
When underwriting a multi-family real estate investment, you will always deal with income as part of your analysis. In fact, income is the most important part of the analysis because without income, there is no service to debt or cash flow. Therefore, understanding the income side of the process is of great importance. For underwriting […]
I am a repeat listener of The Passive Investor Show, hosted by John Fortes. I was privileged to write a guest blog post on episode 129, where guest M.C. Laubscher discussed Infinite Banking Strategies. Whether you are new or seasoned to real estate investing, you may find this content insightful and helpful towards your very […]
If my marketing is effective, you are a working professional who recently gained an interest in real estate and are trying to figure out what niche to follow and how to get in. Let’s get honest. Not everyone has the time or inclination to devote to being an active real estate investor. Let us remove […]
I have been working in Corporate America for nearly 10 years. I have been using my company sponsored 401k and contributing to the match for nearly the whole time. While I have bought real estate in the past out of my 401k, those moves came with tax implications and I knew there had to be […]
As you may know from reading previous posts, I have been self-managing my personal single family rentals since 2019. I chose to do so in order to first assess my abilities to self-manage, understand the work load it would be and determine what needs I would eventually require of my property manager. I even improved […]
I was blessed with the privilege of speaking with Martynas Fedotovas on his awesome podcast, Beating Alpha, where I shared my journey into multi-family, what drives me, and the mission of Robinson Capital. In the interview, I discussed my journey into multi-family investing, investing fundamentals, the goals of Robinson Capital and passive investing. Each of […]
You have heard it said many times:“Stay away from debt.””All debt is bad.” It sounded like great advice, especially having come from well-meaning people. If you are like me, you lived a great portion of your whole life with these generalized beliefs. For me, in many ways it was great. I saved as much as […]
When seeking your next investment opportunity, it helps to know how private equity real estate firms vet the market and the deal. As a guest writer for the Fortes Company, I had the privilege of sharing insight gained from episode 120 of the Passive Investor show where host John Fortes and guest Adam Adams discuss […]
As people begin to tailor their interests towards apartment investing, they learn of the great opportunities that come with passively investing in syndications. Invevitably, they will learn that there are SEC rules and guidelines that govern securities and raising money for syndications. Rather than go deep into the restrictions and guidelines in this article, we […]
When it comes to rental property investing, even for passive investors, it is critical to understand how the forces of demand influence desirability for a key market. Conceptually, there are two approaches to demand analysis, Inferred and Fundamental. I will describe each using the Appraisal Institute’s definition for each term. 1️⃣ Inferred Analysis: Demand projected […]
When I first began my studies of real estate in 2013, I adopted a very narrow mindset in the suitable path to wealth creation. I believed that all investors followed the same obvious strategies and that one’s success was dependent upon that individuals own resources. Along the way, I learned that, aside from the dozens […]
I was an individual investor for years. When I stumbled across real estate as an investment vehicle and alternative to stocks, I wanted to jump right in and started with the most logical and simplest strategy: buying and holding single-family homes. I followed many who were doing it and achieving cash flow and financial freedom […]