As a limited partner, you’ve heard the term “value-add” a few times by now. It’s probably the most overused term in multifamily investing today. If a property was built prior to 2020, there’s a good chance that the sponsor will label it as a value-add. But is it really though? That term references the incoming […]
Financial advisors have long touted the 60/40 portfolio as the silver bullet to managing retirees’ portfolios. By investing 60% of investable assets in stocks and 40% in bonds, historically, this portfolio construction has achieved diversification, volatility reduction, and solid appreciation. The ultimate goal, of course, is ensuring said portfolio will provide for an enjoyable lifestyle, […]
Do you ever ponder how you could replace your salary from you day job, or become less reliant on it, so you could focus more on the things that matter to you? One of the biggest mistakes people make is being dependent on only one source of income – their job. Similar to how insurance protects […]
Why do we invest? It’s not a trick question. To make money of course! Hopefully enough money that someday we have what we need to live a comfortable retirement. What I find interesting, though, is the lack of control most investors accept when they make an investment. Maybe due diligence was performed, fundamentals were understood, and projections seemed realistic. But once […]
I wish I knew then what I know now. This is a statement everyone has thought of at one point or another. I think about the person I was and how I perceived the world at different eras in my life. My experiences have shaped me into the person I’ve become. I expect this is […]
Successful investors are always looking for ways to lower their tax liability. One of the most impactful ways to reduce taxable income is by owning rental properties directly or by investing passively in real estate syndications. If you go the passive route, in most cases the sponsor will utilize a cost segregation study to maximize […]
A diversified mix of investments is often promoted by financial advisors and gurus as a way to reduce risk and volatility. While this strategy is tried and true, the more diversified you are, the more your portfolio’s returns will resemble the overall performance of the market. You’re not going to be the next Bitcoin millionaire […]
As a limited partner, your role in the life cycle of the deal is passive, but not on the front end. You have a lot of due diligence to perform with what could be a significant investment in your portfolio – track record of the operator, the MSA, the property, the business plan, and the […]
You already know by adding real estate to your portfolio, you can boost your long-term returns and smooth volatility. Real estate provides steady income, long-term capital appreciation, diversification, inflation protection, all while offering a low correlation to the stock market. You’d like to get involved, but you really want to avoid the nightmare stories you’ve […]
There are a number of reasons to be attracted to real estate as an investment asset class, especially now. The stock market has been on a nauseating ride in 2020, with Covid-19 acting as the black swan catalyst. Thus, the longest bull market in history came to an end after an 11 year run. When […]
