Capital Preservation and Downside Protection: 5 Essential Elements
Sunday, May 13
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 respo...
Top 20 Questions by Investors Interested in Syndication
Sunday, April 08
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 ...
Private Placements: 506(b) vs 506(c)
Sunday, March 25
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:Will they be allowing non-accredited investors to participate in this deal?Is this offering structured as a 506(b) or 506(...
3 Tips for Balancing Real Estate Investing and a Full Time Job
Monday, February 26
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 income. If...
4 Focal Points During a Property Tour
Tuesday, February 06
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 ...
Recipe for Successfully Investing in Multi-family Syndication
Monday, January 22
In order to successfully undertake an investment in multi-family (MF) syndication, Paul Moore writes in his book The Perfect Investment to “invest in stabilized value add commercial multifamily properties… through a trustworthy operator/expert asset manager… contracting with a professional proper...