Erbe Wealth

REIT

REITs VS. Syndication

One of the exciting prospects of a commercial real estate investment is that there are many options through which an individual can gain exposure to them. Two options are a real estate investment trust...

Multifamily Commercial Property

Commercial Real Estate Jargon Explained

Commercial real estate seems to be intimidating to a lot of people, especially when they receive a property summary of a new offering that we have. There are lots of words in that offering...

3 Phases of a Real Estate Syndication

What are the different phases of a real estate syndication? Let’s take a step back and talk about what a real estate syndication is. Simply put, it’s a group of investors who pool their...

Preferred return

Preferred Return in Real Estate Syndications

Many people are interested in real estate investing, but they don’t have the time to be active, full-time landlords. Most people want monthly cash flow, tax advantages through depreciation, and the potential for financial...

Cost Segregation

Cost Segregation

One of my investors’ most common questions is how cost segregation can impact passive real estate investors in multifamily syndication. First, let’s define the term cost segregation. It is the process of identifying personal...

Inflation environment

Inflation

Let’s talk about inflation. U.S. inflation increased to 7.5% in January 2022, which is a 40 year high. I talk to many people daily who are very on edge about rising inflation, and why...

Common alternative asset purchase

Self-Directed IRA

Most investors are aware of the opportunity to invest in stocks, bonds, and mutual funds with an IRA. However, many are unaware that IRA funds can also be invested in alternative assets like syndications....

Commercial Real Estate

Commercial Value

How is Commercial Real Estate is Valued? When I talk to my investors and prospective investors, I’m always surprised at how confused people get about this concept. The question that usually comes my way...

How wealthy look at money

Asset Allocation of the Wealthy Investor

What is Asset Allocation? Asset allocation is the process in which you and your financial advisor talk about your risk tolerance, your age, and your retirement horizon. Then based on that conversation, they divide...