Month: October 2022

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 […]


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

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 […]


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

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 […]


Continue Reading What Everyone Should Consider Before Passively Investing in Multifamily

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 […]


Continue Reading What is a Private Placement Memorandum?

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 […]


Continue Reading How To Take Advantage of Market Volatility 📈

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 […]


Continue Reading Florida Rental #2 Update: Under Contract ‼️

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 […]


Continue Reading 3 Great Benefits Apartment Investors Gain From Property Tours

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 […]


Continue Reading Tax Advantages in Multi-Family Investing

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 […]


Continue Reading The Problem With Diversification