Category: General Real Estate Investing

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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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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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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The Importance of the Exit Strategy in Real Estate Syndications

Real estate Syndications are the pooling of funds to buy real estate assets – in our case, our favorite is Multifamily – much larger than an individual can do on his or her own. Although all involved in the syndication, sponsors and limited partners, benefit from cash flow distributions, whether monthly, quarterly or semiannually, the […]


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The Purpose of the Asset Manager In Your Next Apartment Investment

When you decide to passively invest with a sponsor in an apartment syndication, you are investing with that sponsor’s team. This is why it is essential to not only vet the deal, but vet the sponsor. When you vet the sponsor, you are looking for capabilities and experience on the team. One important skillset to […]


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What is Yield Maintenance in Apartment Investing?

As passive investors, it is important to know and familiarize yourself with the structure of the deal in which you are presented. One of the important areas to understand is within the financing terms. Financing, or leverage, creates additional risk for the investor and must be managed appropriately. One financial consideration is the terms associated […]


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Netflix Downgrade, Crypto Bubble, Rivian Outlook

Hello Friends. It has been a pretty interesting start of the week. 1️⃣ Right of the bat, Netflix stock took a big hit as an analyst downgraded from hold to sell. 2️⃣ Crypto is out of control. 3️⃣ My outlook may be changing on Rivian. CHECK OUT THE VIDEO BELOW AND MAKE SURE TO SUBSCRIBE TO OUR CHANNEL!


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The Importance of Alignment Of Interests When Passively Investing in Apartments

Apartment investing is a great way for working professionals to diversify, beat inflation and grow wealth. It is not as difficult to get into this realm or as exclusive as many like to think. (See ‘Do I have to be Accredited to Invest in Real Estate). What it does take is mindset, education and good […]


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Why Is The Stock Market Going Up ❓

What is going on in the stock market? Are not we entering a recession? Then why have we experienced weeks of gains? Why are stock traders and investors celebrating in glory? In this latest video I explain what is happening and why stock prices do not reflect the inevitable economic downturn. I also discuss ways […]


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What are Replacement Reserves In Multifamily Investing?

If You Fail to Plan… It is always good to have a plan for the unforeseen. As it is said, “If you fail to plan, you plan to fail.” This certainly should be the mantra for multifamily investing. Operating apartments is operating a business, and as such, there are operating expenses. Some of these expenses […]


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What is An Asset Management Fee In A Real Estate Syndication?

When passive investors are seeking to invest in syndications, it helps to know how the deal is structured. After doing any sort of research or reviewing any investment opportunity offered by a syndicator, you will see a line item called “asset management fee.” What Is Asset Management?Asset management describes sponsor’s efforts in supporting the business […]


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Becoming a Professional Passive Investor

Many people think that to become a real estate investor, you have to quit your job, find deals, work with lenders, do your own rehabs, and so on. Sure, that is the path for many successful real estate investors, but not all. We most attribute real estate investing to an active involvement, but there are […]


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Three Important Drivers To Increased Local Housing Demand

What is it that makes increases the demand for housing in any local area? What leading indicators can help any investor identify future demand and great real estate investment opportunities? Well, here are three, and if your investing is principled with a focus on these three areas, you are much more likely to protect and […]


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3 Important Characteristics of High-Quality Asset Managers

If you have not read What is Asset Management?, check it out to familiarize yourself with this key function of your sponsor team and why the role is essential to managing any apartment investment. Recognizing the importance of a solid asset management team, what does it take to be a good asset manager? As passive […]


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How To Adopt Alternative Investment Strategies

Most people are aware of the basic investment classes, Stocks, Bonds, 401k, Mutual Funds, etc. We consider those to be traditional investments. 401k’s and IRA’s allow working professionals to use their retirement to invest in these asset classes. What most people do not understand is the menu of expanded alternatives to these traditional investments, and […]


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The Value Of Trust In Apartment Syndications

I am excited to share that I will am participating in my first multi-family real estate investment as a Limited Partner in a Real Estate Fund. Investing as a passive investor is a great way to learn the apartment syndication business and grow wealth at the same time. After months of searching for the right […]


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Dumb Money and The Importance of Real Assets

Dumb Money?Forgive me for calling money dumb, but not all dollars are created equally. What am I talking about? Investing Without FundamentalsWhat I mean is even though each dollar is worth the same, how it is earned from “investing” can be very different with varying levels of risk and stability. Let me explain. Just because […]


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How To Build A Support System For Your Entrepreneurial and Investing Journey

As a working professional and family person with many other responsibilities, you cannot commit to the unconventional path of real estate investing with any sort of sustainment by doing it alone. Without fuel from a support system, you will quickly burn out, change course or, at minimum, lose momentum. What is a support system? A […]


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Vetting the Neighborhood for Real Estate Investment

As you may know, even in great markets, there are sub markets or pockets that are more or less desirable. These neighborhoods may either attract growth, ramain stagnant or be on the decline. If you are an out-of-state investor or a passive investor in an out-of-state market, how do you know if the neighborhood is […]


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Selling Options for Passive Income (July 2022)

In our latest video release, I share my stock option picks for monthly passive income in July. This month, I will have achieved my highest monthly income from selling options since I started three months ago. I discuss my picks, Amazon and Rivian and my rationale for why I to sell the options that I […]


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