Real estate, including syndicated commercial real estate, is not unlike any other investment vehicle in that there are risks involved. To break these risks down, imagine syndication as a bridge that can bring you from point A to point B, say from your current financial state to retirement or financial freedom, for example. If this …
A common challenge among investors exploring syndication as an investment vehicle is how to vet or choose the Sponsor(s) they will invest with. It’s a reasonable concern. With plenty of options, how does one effectively vet a Sponsor to a level at which he or she feels confident in placing their hard-earned money with that …
With much talk of a looming recession, many investors are looking for somewhere to park their money that will protect them from the volatility of the stock market. With demand drivers that are more negatively than positively correlated with a recession, as well as relative immunity to downturns in the broader market, self-storage (SS) facilities …
5 Reasons Self-Storage is a Rock Solid Asset Class Read More »
During our search to find additional alternative asset classes outside of multi-family for ourselves and our investor partners, manufactured housing communities (MHCs or MHPs for Mobile/Manufactured Home Communities/Parks, used interchangeably) was one asset class that peaked our interest. Often there’s a negative stigma around MHPs as “trailer parks,” but many of these parks offer higher …
Why I’m Bullish on Manufactured Housing Communities Read More »
As I speak with investors about commercial real estate syndication or current and upcoming deals in our pipeline, I often find us discussing common return metrics that are present in almost every syndicated offering. As you consider an investment in this niche or begin your journey to syndicate deals yourself, you must know the common …
Syndication Return Metrics Series: 4 Metrics You Need to Know Read More »
You’ve probably heard someone use the term “equity” or “equity event” when talking about a home loan, commercial loan, or a number of other loans. But what is an equity event in commercial real estate and how exactly does it affect your deal? During an equity event, a person or company either (1) refinances the …
Syndication Return Metrics Series: How an Equity Event Impacts CoC Read More »
At the forefront of our concerns when syndicating a deal, as should be the case with any Sponsor worthy of your money, is the capital preservation and downside protection of investor money. The great honor of having the opportunity to help an individual grow their money comes with the great responsibility of protecting that money …
Capital Preservation and Downside Protection: 5 Essential Elements Read More »
I am constantly building relationships with and educating individuals who have some degree of interest in investing in our deals. Over my many conversations, I have kept track of every question that these individuals have asked. Now, I’ve decided to narrow down my list of questions to the top 20 most asked, sorted by (1) …
Top 20 Questions by Investors Interested in Syndication Read More »
During a recent property tour I took in San Antonio, TX, I took with me a notepad on which I wrote the items you will see below, adding notes under each as we progressed through the property. I do this because, when considering either purchasing or investing in a property, the property tour is a …
I’d like to start with a disclaimer – I am not a CPA nor am I a tax strategist. The content that follows is simply my opinion based off of my experience and knowledge I’ve gained through extensive research. None of what follows is meant to server as advice to any who read it, and …
Powerful Tax Advantages of Commercial Multifamily Read More »
I am often asked questions about the filing status of my Sponsors and, more specifically, the offerings that they provide to investors. A few of the most common questions are: While most people understand that commercial real estate syndication offerings have to be registered with the United States Securities and Exchange Commission (SEC) in some …
Real estate investing (REI) can be a fun, exciting, rewarding, and welcoming challenge. It can be something that you do as a full time career and make a living from, but it can also be something you do in tandem with a full time job as a hobby or as a means to accrue additional/passive …
3 Tips for Balancing Real Estate Investing and a Full Time Job Read More »
