*This was part of a monthly update the blog’s author, Denis Shapiro, provided for his income fund investors. Due to ongoing court matters, he tried to avoid mentioning any names, but he did provide an SEC link to the actual charges. Before we get into the most recent SEC investigation that has made significant waves […]
Mark Cuban: “Diversification is for Idiots.” Important note: If the headline is changed, and drops the Cuban quote, I am including it in a box here for the article lead. But if the quote is preserved in the article, we can delete it here… “Diversification is for idiots.” – Mark Cuban “Diversification is protection against […]
I love when I come home from a long day at work and see that my lawn has been freshly manicured. When I used to do the mowing, I would have to mentally schedule time after work or on the weekends. Of course, I would also have to watch the weather forecast and adjust my […]
It’s hard to believe that just one year ago passive syndication investing was a foreign world to me. Twelve months back, I was nose-deep in a course on active real estate investing, researching markets, contacting various agents, lenders, and contractors, analyzing deal after deal, and wondering how I would ever find a cash-flowing rental property […]
Clarifying Return ON Capital vs. Return OF Capital In most passive investments, the sponsor commits to paying the investors a specified percentage of their investment per year before the sponsor can start to collect performance fees. As such, these payments are referred to as “preferred returns” and the payment relative to the investor’s capital is […]
You have evaluated the deal metrics of a prospective commercial real estate syndication and you like the deal. What’s next? Ask the sponsor for the offering documents. The “offering documents” are the instruments that create a legally enforceable contract among the sponsor, the investors, and the business entity (the issuer) that is issuing a passive […]
Indianapolis, Indiana, metro is home to over two million people. It features a growing corporate base, highly educated workforce, world-class sporting events, high-end cultural attractions, as well as a consistently growing list of shopping, dining, and entertainment options. Residents benefit from an above-average quality of work-life balance, as reflected by consistently high national rankings and […]
Prior to discovering real estate syndications, like many, my idea of passive investing was mutual funds and looking at my statement a few times per year. For most of my professional career, I was a business owner in the IT industry. Working 80-hour weeks left no time for anything other than setting up a monthly […]
Many real estate investors are aware that high-cash value, or overfunded, life insurance policies are designed to maximize the cash value instead of the death benefit. The cash value growth is typically 5+% tax-free and can have uninterrupted compounding even if policy owners access the cash. It is an ideal place for investors to store […]
Disclaimer: Nothing in this post is financial or investment advice in any respect. Technical accuracy has intentionally been sacrificed for the sake of simplicity and relatability. One of the biggest news stories over the past few years has been the rise of cryptocurrency and its impact on the economy, technology, and, frankly, all of humanity. […]
