Category: Getting Started

3 Important Characteristics of Successful Investors

It pays to model what the greatest do, and it is no different when it comes to investing. Some of the greatest icons in investing, people like Sam Zell and Warren Buffett, certainly unique qualities and talents, but I would argue that what is most effective in their success were qualities that they chose to […]


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How To Overcome The Fear of Risk

Today, on the video channel, I discuss how to creat habits that allow us to overcome our inherent and paralyzing fear of risk. SHORT SUMMARY: 1️⃣ Most of us see risk as a bad thing, but it is simply something to be managed. 2️⃣ Without even realizing it, we deal with risk in most of […]


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5 Steps To Your First Passive Investment In An Apartment Syndication

1. Get Educated It pays dividends to invest in your thinking. What is financial freedom? How do the wealthy create their wealth? What is passive income? Is it possible for passive income to replace earned income? Reading and understand these concepts is a prerequisite to massive action in apartment investing. After creating the growth mindset, […]


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3 Ways To Network With Other Apartment Investors

As busy professionals who aspire to grow passive income and wealth through real estate estate it can be difficult for us to become immersed in the world of apartment investing. With little available time, it becomes more consuming simply finding the resources to network, let alone making the time. Here are three ways any busy […]


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2 Practical Takeaways About Inflation for the Working Professional

I have been writing and talking about inflation increasingly more during these uncertain times. As stated in this earlier post, recent inflation reports to be 7%, and some estimate true inflation to be in the double digits. Regardless of actual inflation numbers, one thing can be sure, and that is the inflation will continue to […]


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Where Your Treasure Is, So Is Your Heart ❤️

This phrase was written many centuries ago, and still is relevant to today. We are people who spend much time thinking about things that begin to consume us. And as a result, those things become our focus. Let’s talk about finances. What I noticed, only from personal experience, is that the upper middle class, especially […]


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Understanding Real Assets vs. Financial Assets in Passive Investing

In a world where there are millions of different strategies to investing, it pays to have a simple approach. One way to further simplify the various options is to understand the difference between financial and real assets. Both have their places in a portfolio. 1️⃣ Financial Assets Most people tend to own only financial assets. […]


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I Sold My First Rental (For Double What I Paid) ‼️

We did it! It is 2022 and after six years of owning this house, we have sold it. It was our first ever house, one we lived in for four years, and our second rental. Although I intended to hold this property for decades, back in November, after review of the current market conditions, we […]


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What Inflation Means for Working Professionals

The Labor Department recently stated that the Consumer Price Index jumped 7% last year. That is a 39-year high! While some say that the inflation will ease soon, we should all recognize it as a part of American life. Today we feel richer because of the greater money supply; but when prices catch up, the […]


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How Working Professionals Achieve Financial Peace

We work very hard at our jobs. Some of us are engineers, project managers, accountants, corporate lawyers, IT specialists, the list goes on. My LinkedIn network includes thousands of professionals who fit these categories. What we have in common are the desires to grow in our careers, add value to the world and achieve financial […]


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Podcast Appearance – Apartment Investing For Real Estate Professionals

Hello, Friends. I am super thankful to have had another great opportunity to be interviewed on a podcast dedicated to help educate others on investing. This time, I joined Allen Lomax on the Real Estate Investing Abundance podcast. What a pleasure it was speaking with Allen and his audience on the what it looks like […]


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Why I Prefer Passively Investing In Multifamily vs. Actively Investing In Single Families

We have written about Active vs. Passive investing and Single families vs. Multifamilies, but the choice between actively investing in single families and passively investing in multifamily can actually bring someone to a fork in the road. I have done each and both are great paths to wealth creation through real estate, but they are […]


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How to Calculate Investment Targets Based on Your Passive Investment Goals

As a passive investor, it pays to know your goals. Without a goal, it is difficult to design a roadmap and it certainly is a challenge to stay motivated without a target for what you want to achieve in the first place.  By now, you should understand the value of passive income and you are […]


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3 Great Benefits of Investing With Partners in Real Estate

Many individual investors struggle with the idea of partnering with others for real estate deals. They may have gotten into real estate as an alternative to stocks and with the same mindset of being an individual investor. For different reasons, they may oppose or may have never considered joining forces with a team to make […]


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How To Talk To Your Spouse About Passive Investing In Multifamily

Each of us have varying degrees of risk aversion and fears when it comes to learning a new topic or trying something new. Especially because of our backgrounds, education and childhood rearing much of who we are is ingrained within us and hard to change. When it comes to financial education, it is extremely difficult […]


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3 Creative Funding Sources for First-Time Multifamily Passive Investors

A question that I usually get from new investors is how much cash is needed to invest. When investing passively with active syndicators, each will have their own minimums. Usually, the typical minimum is around $50,000. This article is written on the assumption that, as a working professional, liquid cash is not the option. Below […]


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The Most Important Personal Asset in Real Estate Investing

What does it take? What does it take to be truly successful in building lasting wealth from real estate investing? Is it finding great deals? What about having great partners? Is it access to capital? All of these are critical assets and resources, but even deeper is something more foundational, and the good news is […]


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3 Great Takeaways From My First In-Person Multifamily Investing Conference

This past weekend was insanely amazing! I attended the Jake and Gino Multifamily Mastery 4 conference in Orlando, FL, just an hour away from where I reside in Melbourne, FL. What a great treat it was! Actually, it was infinitely more rewarding than I could have imagined. Let me explain. Solidify Relationships For the last […]


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The Greater Responsibility of MultiFamily Investing

We often talk about wealth building as the most attractive part of being a multifamily investor. But there is great responsibility in this business. As active syndicators, we serve two very important stakeholders: investors and residents. Unfortunately, most content is about the former, and not enough discussion exists about the wonderful service we get to […]


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The Best Investment Education You Can Get

I have interacted with many people who have been interested in learning about the wealth-building power of real estate and means by which they can invest. Since having begun my education journey in 2013, I have utilized various resources – 99% percent of them are free – to catapult my knowledge and allow me to […]


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What Are Turnkey Rentals And Are They Good Passive Investments?

Many beginning or aspiring investors ask about the concept of buying a Turnkey Rental, which is just like it sounds: a rental property that is stabilized, or occupied by a tenant and needs (or should need) no work. The Appeal Turnkey rentals are appealing to many for obvious reasons: No work up front: the appeal […]


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Why Apartment Syndication is Not for Everyone

I recently read “Syndication is a B*tch – And Other Truths You Haven’t Been Told” by Bruce Peterson and it is a game changer. For anyone who wants to someday syndicate multi-family deals, this is a must read. Whereas other books and resources speak primarily about how the process of syndication and the the wealth […]


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The Most Important Lesson I Learned from Real Estate Investing

I want to share with you the most imporant lesson, one that caused me to rethink my approach to real estate and wealth building altogether. Next Level Investing Involves Teamwork To get to the next level, in addition to creating systems, planning for scale and working through the discomfort, I learned that I must stop […]


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The Mindset of a Successful Investor

What does it take to invest well and achieve great wealth? Talent, know-how, resources? Of course. However, my argument is that more critical to investment success is mindset. Mindset governs everything else.Mindset governs the behaviors that lead to believing bigger, deciding to invest, and maintaining discipline. Believes Bigger Any entrepreneur or wealth builder eventually comes […]


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