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The Big Four
I recently read an article with the above title. It contained some interesting information and validated a part of our strategy, but more importantly, it underscored the absolute necessity of critical thinking… and reading. This article laid out the top four commercial real estate asset classes (Can you guess what they are? In order?) and…
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Portfolio Balance Through Diversification
In my opinion, every individual should be responsible for overseeing their investment portfolio. Each person needs to determine their goals and figure out what investments are best for them to achieve their goals. All of us are in different phases of life, so figuring out if you need more cash flow today or less cash…
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Our Growth in 2021 – Deciding to Invest for the First Time
In 2021 we have already had over 2,000 new investors visit our PassiveInvesting.com website and enter their information to join the Passive Investor Club. This means that our Passive Investor Club has grown over 195% in just 8 short months. This surge in the number of investors has certainly allowed us to raise a significant…
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International Investors: How to Passively Invest in US Real Estate
You’re an international investor and you want to add US-based real estate to your investment portfolio. Smart move! PassiveInvesting.com and the internet are replete with great content about why investing in US real estate is a smart move. Here are a few great articles from our team and others that lay out exactly why this…
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All About Our Investor Dinners
Last year due to the pandemic, we had to put a halt on our investor dinners that we used to do on a regular basis. We have recently started them back up and it has been great to meet each one of you that have attended these lunch or dinner events. Most of you don’t…
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1031 Exchange into an Apartment Syndication
History of the 1031 Exchange Tax Code A 1031 exchange is a powerful tax deferral strategy that was originally started in 1921 a short 3 years after the first income tax code was enacted by Congress. Since then, it has had a complicated history and has gone through several iterations. When it was first enacted,…
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The Vital Role of a Loan Guarantor
Understanding the role of the loan guarantor will help you better understand how strong our group is financially when it comes to acquiring large, institutional level assets. Between our three managing partners we sign the loans on all our acquisitions and do not use any outside person or group to help us meet the stringent…
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“What makes you different?”
This is one of my favorite questions, and it rarely gets asked in that pure form. It often takes the form of something more technical or logical, but often I sense that this is the underlying question. One of my many goals in my role as Investor Relations Consultant is to discern what the question…
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Are You an Accredited Investor? SEC Expanded Definition
In August 2020, the SEC proposed a new, expanded amendment to the definition to be qualified as an accredited investor. The proposed amendment updated and improved the definition to better identify institutional and individual investors that have the prior knowledge and expertise to invest in private placements such as our real estate syndication investments. The…
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How The Federal Reserve is Planning Ahead
In a recent Reuters article, they provided excellent information regarding the Federal Reserve’s planning and outlook for 2021 and beyond. In 2020, the Federal Reserve (also known as “the Fed”) revised its strategy for supporting the U.S. economy based on new challenges we faced throughout COVID-19. Based on the new strategy of keeping interest rates…
