August 2023

ANALYZING A SELF STORAGE INVESTMENT: THE UNDERWRITING PROCESS

The Underwriting Procedure for Analyzing a Self-Storage Investment. It is indisputable that Americans are addicted to self-storage facilities. A staggering number of these amenities are on highways, city streets, and rural roads. As an investment option, they provide substantial returns. However, many novice real estate investors lack expertise in assessing these transactions. This post will […]

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WHAT IS EQUITY WATERFALLS?

Understanding of Equity Waterfalls When investors go from residential to commercial real estate, they are confronted with a whole new and sometimes perplexing lexicon. The majority of this new terminology pertains to commercial lending. The notion of equity waterfalls, in particular, confuses many novice investors. Despite the complexity of these currency distribution schemes, their core

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CAPITAL STACK AND COMMERCIAL REAL ESTATE FINANCING

Financing of Commercial Real Estate and the Capital Stack In commercial real estate, it is often said that finance is king. In other words, before contemplating a project, examine how it will be funded. Without a fully defined and executed finance strategy, also known as a capital stack, a substantial amount of money remains a

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ACTIVE VS. PASSIVE INVESTMENT: WHICH ONE IS BEST FOR YOU?

Which Real Estate Investment Method Is Best For You, Active Or Passive? There are several advantages to investing in real estate, including monthly income flow, appreciation, tax savings, and more. People are advised, “Buy rental property, then sit back and receive passive income!” A well-intentioned investor who follows this recommendation may purchase a single-family rental

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CHOOSING REAL ESTATE INVESTMENTS ADVANCED PROPERTY EVALUATION PART 4

Introduction: This is the fourth four-part series on how I choose conservative real estate investments for my portfolio. There are numerous approaches to due diligence, and I’ve developed one that works well for me. My method is brutal, beginning with thousands of discounts in my inbox each year. In the end, maybe 2 to 4

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CHOOSING REAL ESTATE INVESTMENTS PART 3

Introduction: This is the fourth four-part series on how I choose conservative real estate investments for my portfolio. There are numerous approaches to due diligence, and I’ve developed one that works well for me. My method is brutal, beginning with thousands of deals in my inbox each year. In the end, maybe 2 to 4

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QUALIFIED OPPORTUNITY ZONE FUND: EVERYTHING ABOUT THE HOLDING PERIOD

Introduction: Find out everything about the holding period of a Qualified Opportunity Zone Fund. Come join me. Economically disadvantaged areas called Qualified Opportunity Zones (QOZ) may be eligible for special tax treatment for new investments under specific criteria. Because the Secretary of the Treasury has delegated his authority to the Internal Revenue Service, localities nominated

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SELF-STORAGE FINANCING OPTIONS

Introduction: Today, there are numerous key applications for self-storage financing choices. Different loans may be more suitable for different funding situations. Read the article to know everything about self-storage financing choices. Commercial Real Estate Financing, Self Storage Investing Self-storage finance allows small company owners to purchase, develop, or renovate self-storage units. The most common types

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WHY NOT A REIT? PART 2: PUBLICLY LISTED REITS

Volatility, lack of diversification protection, and the “liquidity premium” make publicly listed REITs difficult for investors to recommend as a core holding. As we tackled in Part 1 of this post (“Why Not a REIT?”), Institutional Private REITs and traditional non-listed REITs have significant drawbacks that make them inaccessible or inappropriate for most investors. A

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WHY NOT A REIT? PART 1

Are you doing well with your investments? Or are you unaware of the constraints that make other investments unsuitable for investors? In one of our previous articles “Why Invest in Direct Real Estate?”, We told you that there are numerous advantages to investing in real estate. They include historical returns of over 9.2%, minimal volatility,

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