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 […]
CHOOSING REAL ESTATE INVESTMENTS ADVANCED PROPERTY EVALUATION PART 4 Read More »
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
CHOOSING REAL ESTATE INVESTMENTS PART 3 Read More »
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
QUALIFIED OPPORTUNITY ZONE FUND: EVERYTHING ABOUT THE HOLDING PERIOD Read More »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
