Education

What is your magic number for retirement?  We as a society are taught to fixate on wealth accumulation.  But accumulating wealth is a really small part of the overall equation.  What do you need...

What is a Wealth Strategist?       I believe there is a one size fits all financial strategy for everyone right now regardless of your financial position in life.  There are the advisors that are great...

I have learned so much from working with the very wealthy person.  They are assertively addressing and minimizing the largest eroder of wealth, Taxes.  Most people think they cannot do anything about taxes. They...

I would like to talk about an investment that I am very acquainted with through my wealthy investors.  It is a product that uses leverage much like real estate to achieve asymmetric growth.  But...

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...

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...

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...

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...

How do we find the best markets to invest in? I get asked a lot of times about why we invest almost exclusively in Florida. There are a lot of good reasons for that....

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...