Erbe Wealth Blog

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...

Economic Webinar 2022

Webinar: Economic Report for 2022

Contact Stephanie Hello, ladies and gentlemen, I’m Stephanie Walter with ERBE Wealth. Who am I? I’m the CEO of ERBE Wealth. I’m a capital raiser and syndicator. I recently retired and sold my insurance...