INVESTING BLOG

Medical Office Real Estate Investing: A Plain-English Guide
Most people picture apartments or office towers when they think about commercial real estate. Medical office is a quieter corner of the market, and the reasons tenants stay put are worth understanding.

What Is a Triple Net (NNN) Lease? A Plain-English Guide for Investors
In a triple net lease, the tenant pays the rent plus the building's taxes, insurance, and maintenance. Here's how that changes the math for investors, and what risk is left over.

How Medical Office Real Estate Holds Up in a Recession
You'll hear that healthcare real estate is "recession-proof." It isn't. Here's what actually happened to dental demand in past downturns, and why the landlord's view is different from the practice's.

Fund vs. Single-Deal Syndication: Which Is Right for You?
You can invest in one specific building, or in a fund that owns many. Each has real tradeoffs in diversification, transparency, fees, and taxes. Here's how to think about it.

How to Vet a Real Estate Sponsor: What I Check Before Investing
I pass on more than 100 deals a year. Most of them don't fail because of the building. They fail because of the people running it. Here's what I check.

Preferred Return and Distribution Waterfalls Explained (With Real Math)
"8% preferred return, 80/20 split" sounds simple until you try to figure out what you'll actually get. Here's a worked example, step by step.

Investing in Real Estate Syndications With a Solo 401(k)
If you have any self-employment income, a Solo 401(k) can be one of the most flexible ways to invest retirement money in private real estate. Here's who qualifies and what to watch out for.

How a Real Estate Debt Fund Works: Plain English for Accredited Investors
If you have been around private real estate for more than a year, you have heard the equity syndication pitch. You and a group of other investors buy a property together. You collect distributions. You wait for the…

Why Mortgage Rates Haven’t Fallen: Fannie Mae & Freddie Mac
Mortgage rates haven’t fallen the way many investors and homebuyers expected, even after the Federal Reserve began cutting interest rates. The reason isn’t the Fed. It’s a quieter shift happening inside the U.S.…

How to Read a Real Estate Investment Summary
What Is a Real Estate Investment Summary? An investment summary is the all-in-one snapshot of a commercial real estate deal. It’s the business plan, underwriting model, marketing deck, and investor pitch combined…

What It Means to Be an Accredited Investor
Once you decide to dive into the real estate investing world, it won’t be long before you hear the term “Accredited Investor.” Many passive commercial real estate or crowdfunded investment opportunities are publicly…

Intro to Real Estate Syndications: How They Work and Why They Matter
Many real estate investors “get their feet wet” through some form of residential real estate. Whether those initial investments are flips, standard rental homes, or even duplexes, that’s a great start. But we…

The Beginner’s Guide to Real Estate Investing
I’m often asked about the best way for someone to get started in real estate investing. If you’ve been wanting to get into real estate investing but are sitting on the sidelines and not exactly sure how to jump in,…

Apartment Syndications vs. REITs: Which Passive Real Estate Investment is Right for You?
Two Paths to Financial Freedom: Understanding Your Options As an engineer who transformed into a real estate investor, I’ve explored multiple vehicles for building wealth. The two most powerful passive real estate…

Exploring Projected Returns in a Real Estate Syndication
What Can Your Capital Actually Achieve? If you’re considering putting $100,000 into a real estate syndication with us, you’re probably wondering what type of returns you might see compared to your current…

Key Roles In A Real Estate Syndication
Understanding the Team That Powers Your Passive Income Think of a real estate syndication like a commercial flight. Everyone on board is headed to the same destination, but each person has a distinct role in getting…

5 Mistakes To Avoid When Investing in Apartments Syndications
“Your network determines your net worth. In 2018, I bought a duplex in Milwaukee. By 2020, I was part of a 200-unit deal. What changed? I stopped thinking small.” For high-earning professionals seeking to build…

Tax-Saving Strategies for Commercial Real Estate Investors
“The middle class invests in 401(k)s and index funds. The wealthy use real estate, business ownership, depreciation, leverage, and tax strategy. Why? Because they play by a different set of rules. Time to learn their…

How to Vet an Apartment Syndication
Real estate syndications are fantastic hands-off and lucrative investments if done correctly. A real estate syndication can be defined as a deal where investors pool their capital into a real-estate operator’s…

Stocks vs. Real Estate: How to Compare Risk, Leverage, Taxes, and Cash Flow
Most investors wait on the sidelines because investing feels risky. Here is how stocks and real estate compare on risk, leverage, taxes, and cash flow.

Active vs. Passive Real Estate Investing: Which One Fits You?
Did you know that you could invest in real estate without the headaches of tenants, toilets, and termites? It’s true – you can get all the benefits of investing in real estate without any of the hassles of being a…

Navigating UBIT in Real Estate Investments with Self-Directed IRAs: A Comprehensive Guide
As the real estate market continues to show strength in many areas, more investors are exploring it as an alternative to traditional stock market investments. If you’re considering using a Self-Directed Individual…

Reasons You’ll Love Investing Passively in Real Estate Syndications
Real estate syndications provide an excellent opportunity for investors to pool their resources to acquire larger properties, which might be out of reach if purchased individually. By participating in a syndication,…

How to Invest in Your First Real Estate Syndication: A Step-by-Step Guide
Investing in a syndication takes a different approach than buying a rental. Here is how to prepare, and the five steps from goals to funding.

Should You Buy or Invest in Real Estate?
Buying a home offers long-term stability and appreciation, but real estate syndications can provide higher returns with less risk. If you invest $200,000 in a home, you might build $830,000 in equity over 10 years.…

How Multifamily Real Estate Investments Perform During a Recession
Multifamily real estate is often seen as one of the most recession-resistant investments. While economic downturns can negatively impact many sectors, multifamily properties continue to perform well due to their…

Why I Quit Single-Family Home Investing and Upgraded to Apartment Complexes
My first real estate investment ended in a whirlwind of stress that ultimately ended up with people marching outside the property with guns. After 3 years of on-time rent payments, in January ’22 they just stopped…

Build-To-Rent: A Passive Income Builder
Build-to-Rent Investing FAQs What is build-to-rent and how is it different from traditional rentals?Build-to-rent refers to purpose-built single-family home communities designed specifically for renters, managed like…

4 Not-So-Obvious Ways An Apartment Building Makes Money
Apartments earn money in more ways than just rent and fees. This article breaks down how the business generates revenue. Once I learned how apartments operate, I instantly realized how superior they could be to…

Why It’s Critical To Know Your Goals Before Investing In Real Estate Syndications
Take a moment to think about the process that you used to find the home you’re currently living in. You likely had a checklist that included a specific area, school district, commute, and the number of bedrooms you…

How to Make Passive Income From Real Estate and Retire Early
Most people only know active income, and it is taxed the most. Here are the ways to build real estate passive income, and seven steps to start.