August 2023

CASH-OUT REFINANCE IS A NO-BRAINER STRATEGY

On paper, the immediate return of your money looks excellent. However, it may reduce your portfolio’s return and increase risk. (As always, I’m simply an investor giving my personal view and not a financial counselor. Always call your financial advisor before making any investment decisions.) In general, equity investments will keep your money for an […]

CASH-OUT REFINANCE IS A NO-BRAINER STRATEGY Read More »

DEBUNKING INVESTING MYTHS ABOUT RESIDENTIAL REAL ESTATE

Unleveraged residential real estate beats stocks in the long run, with far less risk and volatility. Even data-driven investors may want to reconsider their strategy. Almost every traditional financial advisor will tell you that the stock market is unquestionably the ruler of long-term investing. They say, “You can explore other things, but you don’t want

DEBUNKING INVESTING MYTHS ABOUT RESIDENTIAL REAL ESTATE Read More »

A GUIDE TO CHOOSING REAL ESTATE INVESTMENTS: THE SPONSORS PART 2

The sponsor quality check examines the person’s experience, track record, and skin in the game and subjects them to the “death by Google” test. In this article, I’ll tackle them one by one! (As is customary, I am an investor wanting to express my personal views, not a financial advisor. Please consult your financial professionals

A GUIDE TO CHOOSING REAL ESTATE INVESTMENTS: THE SPONSORS PART 2 Read More »

PORTFOLIO STRATEGIES: CHOOSING REAL ESTATE INVESTMENTS PART1

A thoughtful portfolio-matching method preserves principal while lowering risk. (As is customary, I am an investor wanting to express my personal views, not a financial advisor. Please consult your financial professionals before attempting to make any financial decisions.) Important Covid-19 update: This information was posted before anyone realized we were facing a global pandemic. As

PORTFOLIO STRATEGIES: CHOOSING REAL ESTATE INVESTMENTS PART1 Read More »

BLACK-BELT REAL-ESTATE STRATEGIES – HOW TO ASSESS A SPONSOR PART 2

How to Assess a Sponsor (As always, I’m an investor giving my personal view and not a financial counselor; always seek your financial advisor before making investment decisions.) This article is the second installment of Paul Kaseburg’s two-part interview. For beginners, who is Paul Kaseburg? Is he an investor? Paul is the author of an

BLACK-BELT REAL-ESTATE STRATEGIES – HOW TO ASSESS A SPONSOR PART 2 Read More »

BLACK-BELT REAL-ESTATE STRATEGIES – EVALUATING YOUR SPONSOR PART 1

Why is your sponsor’s performance-based incentive not as beneficial to you as they promise? (As always, I’m an investor giving my personal view and not a financial counselor; always consult your financial advisor before making investment decisions.) Here is a summary of a conversation with investment author Paul Kaseburg. Paul is the author of an

BLACK-BELT REAL-ESTATE STRATEGIES – EVALUATING YOUR SPONSOR PART 1 Read More »

3 MUST-KNOWS ABOUT INVESTING IN APARTMENT BUILDINGS

Investors, who are new to real estate frequently ask the same thing: should I invest in multi-family properties with four or fewer units, or should I collaborate with experienced apartment building investors on various projects? What should I do? Is this the right step? What if I’m making a huge mistake? These investors weigh the

3 MUST-KNOWS ABOUT INVESTING IN APARTMENT BUILDINGS Read More »

THE FUNDAMENTALS OF IRA INVESTMENT

Introduction: An effective retirement plan may require managing many accounts and choosing from various financial possibilities. Fortunately, today’s financial world offers many intelligent, straightforward investment and savings possibilities. Ideally, preparing for retirement should not be unduly hard — but, regrettably, putting together a solid retirement plan might entail juggling many accounts and navigating a slew

THE FUNDAMENTALS OF IRA INVESTMENT Read More »

MY 7 FIGURE ALTERNATIVE INVESTMENT PORTFOLIO

Rising interest rates: The Federal Reserve has the awkward position of having to play catch-up and try to contain the inflation genie by rising rates quickly enough to stop it while avoiding a recession. Meanwhile, decades of ultralow interest rates have encouraged some corporations Introduction: One investor’s portfolio strategy, allocations, deal-by-deal performance, tax concerns, and

MY 7 FIGURE ALTERNATIVE INVESTMENT PORTFOLIO Read More »

FREQUENTLY ASKED QUESTIONS ABOUT SELF-DIRECTED IRA

Introduction: Would you like to know more about Self-Directed IRA? Check out these frequently asked questions and answers! Browse the themes below to discover what you are searching for. How may one reap the rewards of a self-directed IRA? The ability to make your own investment decisions is the primary advantage of a self-directed IRA.

FREQUENTLY ASKED QUESTIONS ABOUT SELF-DIRECTED IRA Read More »

Scroll to Top