All Topics
-
The Real Danger in a Debt Fund Isn’t the Defaults (It’s the Leverage No One Asks About)
Every debt fund will show you a default rate. Almost no investor asks whether the fund itself is borrowing against its own portfolio to enhance returns. And the rare few who do ask usually stop at the yes or no. They don’t ask what happens next if that leverage gets tested. That gap, between asking…
-
1031 Exchange Rules for Real Estate Investors: Timelines, Taxes, and Syndications
Learn how a 1031 exchange works, including the 45-day and 180-day deadlines, qualified intermediaries, deferred gain, and the special challenges of exchanging real estate held through a syndication.
-
I Had 42 Rentals and My Cash Flow Was Still Unpredictable. Here Is What I Did About It.
The short answer A real estate debt fund pools investor capital to make property-secured loans. Whitney explains why she explored that approach after managing 42 rentals and individual notes: less day-to-day work and income from a portfolio of loans. The decision still depends on underwriting, repayment priority, distribution practices, liquidity terms, and the possibility of…
-
Should You Still Be in a Real Estate Debt Fund Right Now? Here Is How to Actually Evaluate It.
The short answer To evaluate a real estate debt fund, look beyond its target return. Ask how assets are valued, how long loans run, how much equity supports each loan, how the manager handles troubled loans, and whether the fund borrows money. These five questions help you understand the structure you own and the risks…
-
From Maximizing ROI to Maximizing Time: A Real Estate Investor’s Shifting Priorities
For years, Dan Geffen built his financial future the traditional way—one property at a time. What began as a single condo purchase with his father, Steve, in 2017 has grown into a portfolio of 15 rental units. It’s a mix of single-family homes and small multifamily properties across four states. He loved the thrill of the hunt, the satisfaction of…
-
Most Passive Investors Think They’re Legally Protected. Here’s What They’re Missing.
You chose passive real estate investing for a reason. You wanted your capital working without the headaches of active ownership. No tenants, no toilets, no midnight calls. And as a limited partner, you do have legal protection inside the deal. But the way most investors structure their passive portfolio leaves significant gaps that have nothing…
-
Why Borrowing Against Your Life Insurance Policy May Be the Missing Link in Your Wealth Strategy
If you are a high‑income professional or business owner, borrowing against your life insurance policy may be the missing link between the liquidity you built and the investments you want to pursue. You may have already created an Infinite Banking or cash‑flow life insurance policy, funded it responsibly, and established protection and long‑term compounding. And…
-
Reinventing the Machine: How Michael Dell Pivoted Through Crisis
The Michael Dell business strategy offers a case study in how leaders can rebuild a company before market shifts make the old model obsolete. “It’s through the cracks that the light gets in” may not be a standard business mantra, but it fits a career forged in uncertainty and transformation. From a dorm-room startup to…
-
Cash Flow Bonds: A Reg A+ Investment Overview
Cash Flow Bonds is a Regulation A (Reg A+) debt offering designed to broaden access to private-market, asset-backed income opportunities. Eligible accredited and non-accredited investors can participate, subject to the offering terms and applicable investment limits. The minimum purchase is $1,000 in bonds, plus a 1% investor processing fee. Depending on the selected lock-up period,…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Holiday Inn Express Hilton Head Island, SC: Freshly Renovated, Well Located, Ready for the Next Chapter
I love walking a property right after a big renovation wraps. You can feel the energy shift. Guests notice it in the lobby as they check in, the team takes pride in every interaction, and the numbers begin to reflect the work that went into the transformation. That is exactly what we are experiencing at…
-
Why We’re Prioritizing Debt Fund Investing and Pausing New Equity Deals Until 2028
The past two years have reshaped the real estate market in ways that few operators anticipated. Interest rates rose quickly, insurance costs increased across nearly every region, and cash flows tightened for many owners. These conditions forced every investment manager to decide whether to keep following the old playbook or adjust to the environment as…
-
The 2026 Commercial Real Estate Outlook: Reasons to Be Cautiously Optimistic
This guide explains 2026 commercial real estate outlook for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about 2026 commercial real estate outlook After several years…
-
How Federal Reserve Rate Cuts Affect Commercial Real Estate
In its September 2025 meeting, the Federal Reserve made its first rate cut in the current cycle, lowering the federal funds target by 25 basis points, with market expectations pricing in another two cuts by year end. This move signals a shift from a hawkish posture to a more accommodating one, as macro growth softens…
-
How to Manage Your Finances in Retirement: Cash Flow is King
How to Manage Your Finances for Retirement: More Than Just Savings Retirement isn’t the finish line—it’s the start of a new financial journey. With more free time, fewer work-related responsibilities, and the potential for decades of active living ahead, your financial needs shift dramatically. The question becomes not just how much you’ve saved, but how…
-
The 3 Red Flags for Investing in Higher Yield Funds
How to Protect Yourself When Chasing Passive Income in Today’s Market As capital markets remain tight and traditional bank financing grows more conservative, many real estate operators are launching yield funds—investment vehicles that raise capital to lend money to their own existing portfolio of properties. On the surface, these funds offer passive investors attractive double-digit…
-
How an 8% Compounding Return Can Outpace the S&P 500 — In Just 5.5 Years
I was recently chatting with a few colleagues about our Real Estate Debt Fund and comparing its performance to the S&P 500. During the conversation, someone made an interesting observation: “An investor could earn more money in our debt fund with an 8% compounding return than from the S&P 500’s average return—in just 5.5 years.”…
-
Why More Passive Investors Are Turning to Debt Strategies
One of the most rewarding parts of my role as Director of Investor Relations is the daily conversations I get to have with our investor community. Beyond discussing the performance of our existing assets, I often hear what’s on their minds—what’s keeping them up at night, what they’re optimistic about, and how they’re adjusting their…
-
Tax-Free Wealth: How to Use a Roth IRA to Invest in Debt Funds and Promissory Notes
Imagine having a strategy that allows you to grow your wealth without worrying about taxes eating into your hard-earned gains. For high-income earners and small business owners, the combination of note fund investing and Roth IRAs presents a unique opportunity to build a stable, tax-free income stream while staying ahead of market volatility. Roth IRA…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Why Interest Rate Caps Haven’t Dropped (Even as the Fed Cuts Rates)
Many passive investors have been wondering why the cost of interest rate caps remains high, even though the Federal Reserve has cut short-term interest rates. If rates are coming down, shouldn’t interest rate caps be getting cheaper? It’s a fair question—one that many general partners, who secure loans for real estate deals and purchase interest…
-
Class A Multifamily Demand Surges as Supply Balances in the Southeast
As we step into 2025, it’s a great time to reflect on the current state of the multifamily real estate market, particularly Class A properties in the Southeast, and to look ahead at what the next two years might hold. Over the past several years, we’ve seen a significant increase in new multifamily construction, resulting…
-
Capital Calls: Understanding the Process Between a Lender and Borrower
Why Capital Calls Are Essential, Not Uncertain Imagine this scenario: you’ve invested in a high-performing real estate property, confident in its long-term value. Then comes news of a loan extension and a potential capital call. Naturally, questions arise: These are valid concerns. No one likes a capital call, and it can be seen as a…
-
Why We Believe in the Real Estate Debt Fund
In 2020, we launched our lending business—our Real Estate Debt Fund—building on decades of private lending experience. Seeing a significant demand for reliable lenders who could provide excellent service to high-quality borrowers, we stepped in to meet that need. At the same time, many of our investors were searching for a flexible way to grow…
-
4 Transformative Lessons from The ONE Thing Goal Setting Retreat
Last month, I had the privilege of attending The ONE Thing Goal Setting Retreat with Jay Papasan—a gathering that brings the philosophy of The ONE Thing to life. Based on the best-selling book by Gary Keller and Jay Papasan, The ONE Thing teaches us to simplify our focus and prioritize what matters most. For those…
-
Three Reasons Why We Invest in the Real Estate Debt Fund
The short answer We invest in our Real Estate Debt Fund for three reasons: the option to compound distributions, exposure to a portfolio of loans, and a liquidity option that can complement longer-term investments. These features help explain the fund’s role in our portfolios. They do not guarantee returns, prevent losses, or make capital available…
-
Understanding the Sequence of Returns Risk and How Real Estate Debt Funds Can Help
Retirement planning is a critical aspect of financial management that requires careful consideration of various risks, one of the most significant being the sequence of returns risk. This risk can dramatically impact the sustainability of a retirement portfolio, especially during the withdrawal phase. However, all investors should develop a plan to reduce or eliminate the…
-
An Introductory Guide to Preferred Equity Fund Investments
In today’s ever-changing market, where the R-word (recession) keeps popping up in conversations, I bet you are on the hunt for investments that can beat inflation and safeguard your hard-earned cash. So, here’s an idea: why not add a preferred equity position to your portfolio? But like anything in real estate, investing in a “preferred…
-
Navigating Investment Risks: How We Manage Risk in Our Real Estate Debt Fund
When we get on a call with a potential investor for our debt fund, one of the first questions we are asked is, “What are the risks associated with your fund, and how do you mitigate them?” This gets to the heart of real estate debt fund risk management, and it is a very important…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Avoiding Tax Filing Delays: Tips for Reviewing Your PassiveInvesting.com K-1
If you are a new passive investor and made an investment with PassiveInvesting.com in 2023, you will receive a Schedule K-1 in your portal during the month of March. Our third-party accountancy is hard at work creating your K-1’s, and an email will automatically be sent to you when the K-1’s are uploaded to the…
-
High-Net-Worth Strategic Insights: Overcoming Seven Common Barriers to Financial Freedom
Transitioning from a high-net-worth income to relying on passive real estate income goes beyond simply securing your next deal. It involves cultivating a comprehensive approach that optimizes your financial well-being and protects your wealth from unforeseen circumstances. Whether you’re a seasoned investor or just starting your passive investing journey, adopting the strategies below will equip…
-
What Is Your Retirement Number?
Over the last few months, I’ve had several terrific conversations with investors to discuss their personal financial position. Usually, investors are interested to know how their plan for retirement is shaping up. They might be leaving a corporate job in a few years, considering taking an early buyout or are already retired. Whatever the scenario,…
-
Your Money, Your Rules: A Comprehensive Guide on Self-Directed IRAs for Passive Investors
In 2016, I made the switch to self-directing my retirement funds to make real estate investing easier. It took a lot of research to get my questions answered. This guide breaks down how a self-directed IRA for passive investors works, and it pairs well with our passive investing education resources. This article is the one…
-
Beyond the 9-5: Unlocking the Power of Passive Income for Financial Independence
I was chatting with a close friend of mine about how the traditional model of relying solely on wage income to fund retirement has evolved. The traditional model can work for the lucky few if your wage is large enough. However, for the rest of us, wage income will just not cut it, and recognizing…
-
Debt Fund Investing: An Insight into Rehab Wallet’s Strategies
In the dynamic world of residential real estate investing, debt funds have emerged as a popular avenue for investors seeking a balance of risk and reward. Our debt fund platform, including the borrower side of the fund called Rehab Wallet, is a notable player in this sector, offering a unique perspective on real estate lending,…
-
Ready to Submit Your First ‘Soft Reserve’?
You may have received an email from us with an offering announcement and had questions about the process for submitting your first soft reserve. After reading this article, you should have a better understanding of our internal processes including the three strikes and you’re out rule. This guide covers the full soft reserve submission process,…
-
Navigating Investment Choices: High-Yield Savings vs. Real Estate Equity
In the current market environment, investors often grapple with a fundamental question: Why opt for a specific investment opportunity when a fully liquid, high-interest savings account promises a stable four to five percent return? This comparison of high-yield savings vs real estate equity comes up often, and our passive investing education resources can help you…
-
Eight Strategic Year-End Tax Moves for the Savvy Real Estate Investor
Before becoming a real estate investor, I always considered the word “tax” to be a dirty word. Fast forward to today, I see the tax code as a treasure map of all the ways I’m incentivized to invest to reduce my taxes—real estate being one of the most powerful investment strategies to lower that liability…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Conquering the Imogene Pass Run: Five Lessons in Passive Real Estate Investing for Today’s Market
passive real estate investing lessons is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about passive real estate investing lessons…
-
How to Get the Most Out of Your Next Conference
conference networking tips is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about conference networking tips My team and I…
-
The Psychology of Money Takeaways
psychology of money takeaways is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about psychology of money takeaways I’ve always…
-
Tax Burden on Bonds and CDs vs. Real Estate
bonds and CDs vs real estate is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about bonds and CDs vs…
-
Track Your Private Real Estate Portfolio Performance in Eight Simple Steps
real estate portfolio performance is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate portfolio performance You placed…
-
Interest Rate Caps: The Positive and Negative Impact
Interest Rate Cap Benefits and Drawbacks: What Is It? When acquiring an asset with a loan that has a floating rate, it is a smart idea to purchase what is called an “interest rate cap” to mitigate your downside risk. Weighing the interest rate cap benefits and drawbacks upfront, and reviewing our passive investing education…
-
The Benefits of Bonus Depreciation for Passive Real Estate Investors
Are you an investor looking to maximize your potential returns? In the world of passive real estate investing, there is a game-changing benefit that can significantly boost your bottom line—bonus depreciation. This powerful tax strategy is not only a goldmine for investors but also a secret weapon for building long-term wealth. Bonus depreciation for passive…
-
Never Spend the Principal: Harnessing Compound Interest for Financial Success
“Never spend the principal.” These words, ingrained in me by my father during my upbringing in a suburb outside of Cleveland, have become a guiding mantra throughout my life. Whether I earned money from mowing lawns, working at the local diner, or receiving birthday checks from my godmother, my father consistently reminded me of the…
-
Triple Net Leases: Are They a Sound Investment?
When I was first getting started investing in real estate, I was looking for an investment that would produce consistent cash flow. I evaluated many types of real estate (single-family, multifamily, commercial office/medical/retail/etc.) and asset classes to see what fit my goals the best. Plus, it was imperative for me to gain real-life investor and…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
The Top Five Players You Need on Your Team for Successful Passive Investing
When I first started investing in buy-and-hold real estate, I scaled a portfolio of over 30 single-family homes. While I had all my assets with a property manager, I was heavily involved in finding the deals, underwriting, securing lending, managing construction budgets and draws, approving tenants, and managing the property manager. The income I made…
-
Apartment Economic Trends and Forecasts
At the start of 2023, the U.S. national apartment occupancy average was just over 94% with an average monthly rental rate of about $1,750. The apartment market today is in a good position for continued growth and stability for the year ahead. In 2021, the apartment market had record-breaking leasing activity that was supported by…
-
Structuring the Capital Stack for Passive Investors
Real Estate Capital Stack: What Is It? A capital stack consists of the total capital invested in the project. For our offerings, the capital stacks will be comprised of a combination of senior debt, mezzanine debt (optional), common equity, and preferred equity (optional). Having a clear understanding of the capital stack in each investment offering…
-
The 8th Red Flag for Passive Real Estate Investing
You may have seen the article that I wrote a while back titled, “The 7 Red Flags for Passive Real Estate Investing.” This article was originally published back in 2019 after my wife and I made several passive real estate investments with other operators. It started out with only 5 red flags and now I am…
-
The Aftermath of SVB’s Collapse: How it Impacts Commercial Real Estate
On March 10th, 2023, California regulators shut down Silicon Valley Bank (SVB) and the responsibility of overseeing $209B in asset deposits was passed to the Federal Deposit Insurance Corporation (FDIC). Three days later, New York regulators closed Signature Bank, leading to the FDIC taking control of a reported $110.36B in assets and $88.59B in deposits…
-
Swap Until You Drop – The Power of the 1031 Exchange
In last month’s newsletter, Whitney Elkins-Hutten, our Director of Investor Education, published an article about how you can 1031 into a passive syndication. This month, I’d like to share with you how we utilize the 1031 structure to continue to grow your investments and defer the capital gains until you die. This is a very…
-
Understanding Real Estate Revenue Terms
The accounting world, and specifically multifamily, self-storage, hotel, and car wash accounting, tend to use words or phrases that can be tricky to remember. This article focuses on defining common revenue-related accounting terms. If you know a term, skip to the next one. Knowing these real estate revenue terms, and reviewing our passive investing education…
-
Class A Apartment Performance
class A apartment performance is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about class A apartment performance Target Focus…
-
How To 1031 Exchange Your Property into a Passive Real Estate Syndication for Better Returns and Tax Savings
1031 exchange real estate syndication is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about 1031 exchange real estate syndication…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
How to Transition to Full-Time Passive Investing (And Pay Little to No Tax)
full-time passive investing is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about full-time passive investing I now earn my…
-
Real Estate Networking: 5 Strategies That Build Better Relationships
real estate networking is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate networking Real estate is built…
-
Did You Know? – Florida’s Economy
Florida economy is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about Florida economy Today, Florida’s state economy ranks as…
-
Charleston, SC Major Market Update
Charleston real estate market is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about Charleston real estate market My wife…
-
Volatility – How Real Estate Beats the Stock Market
real estate vs stock market is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate vs stock market…
-
How to Benefit from One of the Greatest Tax Shelters: Depreciation
real estate depreciation is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate depreciation Many people are unaware…
-
Becoming a Better Negotiator
better negotiator is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about better negotiator “If you know the enemy and…
-
Tracking Your Unreturned Capital Contributions
unreturned capital contributions is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about unreturned capital contributions If you have ever…
-
The Opportunity Cost of Not Investing
opportunity cost of not investing is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about opportunity cost of not investing…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Five Money Lessons for the Next Generation
money lessons for children is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about money lessons for children Do you…
-
Should You Be Passively Investing with The Current Market Conditions?
passive investing in current markets is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. However, It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about passive investing in current…
-
How to Find Great Operators
find great real estate operators is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about find great real estate operators…
-
Housing Affordability: Going, Going, Gone!
housing affordability is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about housing affordability At the risk of “phoning it…
-
The Power of Compound Interest
Compound interest can help patient investors build wealth by earning returns on both their original principal and prior gains. This guide explains how compounding works, which variables shape the outcome, and how to evaluate an opportunity within a diversified passive investment plan. How compound interest grows an investment Compound interest adds each period’s earnings to…
-
How to Thrive in a Recession
investing during a recession is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about investing during a recession In today’s…
-
The Experts Agree. This is not an Option…
real estate investing options is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate investing options When I…
-
Equity Waterfall Structures and Hurdles
equity waterfall structures is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about equity waterfall structures What are equity waterfalls?…
-
A Life Lesson From Shaquille O’Neal
life lessons from Shaquille O’Neal is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about life lessons from Shaquille O’Neal…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
The Lazy 1031 – A Viable Alternative to a 1031 Exchange
lazy 1031 – a viable alternative is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about lazy 1031 – a…
-
The Circle of Competence
circle of competence is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about circle of competence One of my favorite…
-
Banking on Yourself: How to Use Whole Life Insurance to Safeguard Assets and Boost Returns
whole life insurance investing is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about whole life insurance investing “Compound interest…
-
How to Create a Rich Life Through Passive Real Estate
rich life through passive real estate is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about rich life through passive…
-
IRR – The Internal Rate of Return Metric
irr – the internal rate of is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about irr – the internal…
-
The Importance of Understanding the Capital Stack
capital stack is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about capital stack Core ideas for capital stack What…
-
How To Use Passive Investing To Rapidly Scale Your Investing Portfolio
scale a passive investing portfolio is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about scale a passive investing portfolio…
-
Self-Directed IRA FAQ’s for Passive Investors
self-directed IRA is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about self-directed IRA When I started self-directing my retirement…
-
An Investment Strategy Worth Imitating
investment strategy is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. However, It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about investment strategy I’m writing this on my…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Four Principles For A Successful Life
principles for a successful life is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about principles for a successful life…
-
Growth Minded: How We Protect Your Investment As We Expand
investment protection during growth is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about investment protection during growth One of…
-
Dispositions: How We Determine When It’s Right To Sell
real estate dispositions is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate dispositions By the end of…
-
Capital Markets Explained
capital markets is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about capital markets In life, there are things you…
-
The Big Four
the big four is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about the big four I recently read an…
-
Portfolio Balance Through Diversification
portfolio diversification is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about portfolio diversification In my opinion, every individual should…
-
Our Growth in 2021 – Deciding to Invest for the First Time
first passive real estate investment is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. However, It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about first passive real estate…
-
How International Investors Can Invest in U.S. Real Estate
Learn how international investors can invest in U.S. real estate, including eligibility, ownership structures, tax forms, FIRPTA, estate planning, and key risks.
-
1031 Exchange into an Apartment Syndication
1031 exchange apartment syndication is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about 1031 exchange apartment syndication Core ideas…
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
The Vital Role of a Loan Guarantor
loan guarantor is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about loan guarantor Core ideas for loan guarantor Understanding…
-
“What makes you different?”
passive investing differences is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about passive investing differences Core ideas for passive…
-
Are You an Accredited Investor? SEC Expanded Definition
accredited investor definition is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about accredited investor definition Core ideas for accredited…
-
How The Federal Reserve is Planning Ahead
Federal Reserve planning is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. However, It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about Federal Reserve planning Core ideas for…
-
The Outsiders
The Outsiders book is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about The Outsiders book Core ideas for The…
-
Tracking Your Unreturned Capital Contributions
unreturned capital contributions is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about unreturned capital contributions Core ideas for unreturned…
-
Understanding Multifamily Revenue Terms
multifamily revenue terms is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. However, It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about multifamily revenue terms Core ideas for…
-
Equity Waterfall Structures and Hurdles
equity waterfall structures is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about equity waterfall structures What are equity waterfalls?…
-
What Is an Accredited Investor? SEC Requirements Explained
Learn what an accredited investor is, review current SEC income, net-worth and professional criteria, and understand verification for Rule 506(c) offerings.
-
Current Investment Opportunity
Explore the Real Estate Debt Fund
Invest to earn now through a non-levered real estate debt strategy, with preferred returns of up to 10% and a monthly compounding option. The fund’s 90-day liquidity option can offer a path to access capital in the future, subject to the applicable terms and availability described in the offering documents.
- Up to a 10% preferred return, based on the amount invested
- Monthly compounding option
- Non-levered structure reduces leverage-related risk compared with similar funds that borrow at the fund level
- 90-day liquidity option, subject to fund terms and availability
Available only to verified accredited investors. Preferred returns are not guaranteed. Investing involves risk, including possible loss of principal and illiquidity. Any offer is made only through the applicable official offering documents.
-
Understanding Preferred Returns
preferred returns is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about preferred returns Core ideas for preferred returns What…
-
The Importance of Understanding Capital Stack Structures for Apartment Syndication
capital stack apartment syndication is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about capital stack apartment syndication Core ideas…
-
Due Diligence
real estate due diligence is the focus of this guide for passive real estate investors. First, it highlights the main idea behind the topic. It also outlines the risks and questions worth reviewing. As a result, you can approach the discussion with a clearer framework. What to know about real estate due diligence Core ideas…
-
Swap Until You Drop – The Power of the 1031 Exchange
1031 Exchange and a Syndication On my calls with investors, I often get asked, “Can you do a 1031 Exchange (commonly referred to as just “1031”) with an apartment syndication with a group of investors?” The apartment syndication structure does make it more challenging to do a 1031 exchange but it can certainly be done.…
