Getting into the numbers on multifamily apartment due diligence for LP
Tuesday, June 24
The Numbers That Made Me Walk From a 300-Unit Deal How LPs Can Do Smarter Due Diligence in Multifamily Syndications When I was just getting started in real estate, I thought “due diligence” meant reading the offering memorandum and trusting the IRR projections. But over time—and through 70+ syndi...
The Four Tax Strategy Levels Most Business Owners Overlook
Thursday, June 05
A few years ago, I realized something most business owners never get told: your CPA is not a tax strategist. They file taxes. They don’t design them. And that’s how I ended up overpaying six figures in taxes for years. Now, after working with hundreds of professionals and entrepreneurs through Th...
Why I Stopped Maxing Out My 401(k)
Monday, May 26
In 2009, I was a stressed-out engineer managing union crews in freezing weather, putting in long days and longer weeks. I followed all the standard financial advice: save aggressively, max out the 401(k), buy a house to live in, pay down debt. But after a few years, I realized something wasn’t ad...
100% Bonus Depreciation in 2025+
Tuesday, May 20
Back in 2019, I invested in a multifamily deal and walked away with a $180,000 tax loss on my K-1. I didn’t flip the property, swing a hammer, or manage a single tenant. What I did do was invest with the right sponsor, in the right structure, at the right time—with 100% bonus depreciation in play...
The Deal That Didn’t Make the Cut (And Why That’s a Win)
Monday, May 19
I’ve underwritten hundreds of multifamily deals over the last decade. Most never make it past the first round of analysis. But once in a while, one gets close—close enough that we run the full numbers, pull in the team, and take it seriously. This post is about one of those. A recent Class A deal...
How I Helped a $5M+ Investor Stop Chasing Growth
Sunday, May 11
Years ago, I used to think hitting $5 million in net worth would mean you could finally coast… after grinding through risky value-add real estate deals, scaling rentals, and syndicating properties across the country. But the truth is, we’ve entered a new era—kind of like when Marvel ended the Inf...