Education

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...

Investing in a direct syndication

Do It Yourself vs. Syndicated Investing

The topic for today is DIY (do it yourself) real estate investing vs. syndicated investing. I’ll go over the main ways they are similar and highlight the important differences. In addition, I will highlight...

Investors are our number one priority

Questions to Ask a Prospective Sponsor

What are the top 7 questions to ask a sponsor in a real estate syndication? Well, you might ask, what is a sponsor in a real estate syndication? A sponsor is the professional person/team...

bad operator

Biggest Risks

What are the biggest risks of investing in syndicated real estate deals? This is a question I hear all the time. There can be a lot of different risks that the average investor is...

Forced appreciation

What is Real Estate Appreciation

What is real estate appreciation? That’s when a house or an investment property increases over time. What is Natural Versus Forced Depreciation? Well, most of us think of our own single-family home or our...

Our goal is to sell the property within three to five years

Multi-Family Real Estate

Interviewer: Starting at the very top, what is multifamily residential real estate? Stephanie Walter: Well, it’s basically a big word for a residential apartment building. Apartment buildings can be as small as duplexes or...