Year: 2022

Short-Term Pain and Long-Term Opportunities

Happy New Year ‼️🎈🎆 Warren Buffet famously said to be fearful when others are greedy and greedy when they are fearful.  The last few years of expansion have been filled with greed as large bubbles were formed in all asset classes from stocks, real estate and cryptocurrencies. During this time, anyone could have made good […]


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What Stock Trades Very Closely With Rivian? 📈

Yesterday I made a shocking discovery….the stock that I am long and optimistic for the long term, Rivian Automotive, is very highly correlated with a problematic and more well-known rival, Tesla. Being in the same industry and EV space, I knew that to some degree, they would trade similarly, increasing and decreasing loosely together, but […]


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Trade Journal 04: Why Rivian Stock Dropped 5% On Monday

Rivian recently announced that the previous joint venture with Mercedes to develop a commercial van is now scrubbed. News of this joint venture, revealed earlier this year, was an exciting and promising indicator of future growth for the young EV startup. Today, with the announcement from Rivian that it would discontinue the plans in order […]


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How to Create A Backup Plan For Selling a Home – Florida Rental Update

This has been a crazy few months! As you may know, I sold one of my rentals a few months back in February 2022. At the time of listing the house, we had multiple competitive offers within days and about 15 to choose from by the end of the week. We were under contract by […]


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Trade Journal 03: Long Term Stock Investments for October 2022

During this bearish earnings season I took the opportunity to buy some long term positions in both Amazon and Rivian, two very different companies that appeal to me in different ways. 1️⃣ Amazon Amazon is a global winner that dominates in every segment it enters. It’s Q3 earnings , while better than Q1’s loss, were […]


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Trade Journal 02: What to Expect From Q3 Earnings Season 📈

It is 2022 and a lot of weird things are finally happening. Inflation is running rampant, real estate is cooling and job growth is slowing. The Fed has executed 3 rate hikes this year. The hot stock market of the last two years has hit the brakes in 2022 and anyone closely involved is keeping […]


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Trade Journal 01: 40% Return on Rivian Call in 2 Hours ‼️

Today was a unique day. I had not initiated any options trades in over a week and for the start of the week, I wanted to try something new. Usually, for income, I sell puts. However, with the market having changed significantly the last few months, betting that a stock will go up (and move […]


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What Everyone Should Consider Before Passively Investing in Multifamily

Passive investors have much to consider when evaluating the multifamily investment opportunity. Among knowing and trusting the sponsor and ensuring alignment of interest, there is one more basic piece that everyone should consider and understand prior to making their passive investment. That is understanding the suitability of the investment towards your needs. You see, there […]


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What is a Private Placement Memorandum?

A private placement memorandum (PPM) is a legal document required by law for syndicators who are raising monthly through private sources using one of the exemptions from registration requirements allowed by the Securities and Exchange Commission (SEC). Also known as an offering memorandum, this document is provided to potential investors to document and communicate the […]


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How To Take Advantage of Market Volatility 📈

Now is a very difficult time to be in the stock market. If you held your stocks through the year, you could have seen declines of 20-50%, or worse. The S&P 500 is down 25%. This means that on average, anyone invested in this index or mix of underlying stocks would have lost a quarter […]


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Florida Rental #2 Update: Under Contract ‼️

Hello Friends. As you may remember, I decided to sell both Florida rentals earlier this year. Find the backstory on my crisis here. A few months back, we successfully closed on selling rental #1 and even thought it was not long ago, it was a totally different real estate market. House #1 received multiple offers […]


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3 Great Benefits Apartment Investors Gain From Property Tours

When a broker lists a multifamily asset for sale, they usually hold property tours for prospective buyers. Of course, while you cannot see everything or nearly as much as during the due diligence process, these tours are invaluable to discovery and the next steps towards an acquisition. Below are three things apartment investors gain from […]


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Tax Advantages in Multi-Family Investing

One of the unique features of real estate investing is its awesome tax advantages. Real Estate Passive Income vs. Ordinary IncomeReal estate income is not taxed the same as ordinary income. Whereas ordinary income is taxed at the income tax rate, easily upwards of 20% depending on your annual income and filing status, passive income […]


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The Problem With Diversification

Diversification is good. Spreading your wealth and wealth-building tools across various asset classes and types of assets within that class could be a smart thing to do. But there are a few problems with this mindset. Limited Capital: All of us have limited investment capital; some more than others, some less than others. To spread […]


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The Best Preparation for a Recession

Hello Friends, Please check out the latest updates on my video channel about the stock market, housing market and tips for how to thrive in this upcoming recession. Here is a summary of notes: 1️⃣ Rising Inflation Causes the Fed to need to raise rates. 2️⃣ Raising Rates Impacts the Housing Market, Stocks and Economy. […]


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5 Simple Steps to Your First Passive Multifamily Investment

By now you are convinced that multifamily is an effective wealth-building asset and you are trying to figure out how to do your first passive investor deal. The following simple steps should be the bridge from where you are to becoming a passive investor. 1. Get Educated Nothing beats education. Continued growth in understanding of […]


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The Dangers of Mediocrity in Our Financial Perspective

In this lifetime, most of us are well-meaning; we want good for ourselves and others by our actions. Unfortunately, that is not enough for a purposeful life. Without goals and planning we can easily miss the mark to where we someday want to be. Each day is a moment to put a point on the […]


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How the 4-Hour Work Week Helped My Real Estate Business

I read Tim Ferris’ 4-Hour Work Week around the same year I read Rich Dad, Poor Dad, which consistently receives the number one spot for top influence by many investors. While Rich Dad, Poor Dad moved me and changed my mindset, the 4-Hour Work Week planted seeds that I did not even know existed until […]


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3 Ways to Protect Yourself as a Passive Investor in a Real Estate Syndication

The idea of becoming a passive investor in a real estate syndication is attractive for many who seek to diversify, save on taxes, have more money than time and work in their professional job and have no desire to become full-time real estate investors. Many professionals are attracted to passively investing in syndications because of […]


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A Day In The Life of An Apartment Syndicator

I recently received a very great question from a subscriber who would like to learn more about apartment syndication and the role of a syndicator. She asked what does the day look like for an active syndicator. I figured that this would make a great blog topic since others may have the same question. Every […]


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