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Embracing Fear in 2023
I was having a conversation with my wife this afternoon, and she was sharing with me how she had recently confronted an intense fear of hers, how pleasantly surprised she was by the outcome, and how much lighter she felt having faced the fear. It spawned an enjoyable dialogue about things we remember being afraid…
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How to Benefit from One of the Greatest Tax Shelters: Depreciation
Many people are unaware of the true power of depreciation to shelter income from taxation. Or if they are aware, they think that depreciation is only something big business can benefit from. Both statements are far from the truth! Depreciation is simply an accounting method used to allocate the cost of a tangible or physical…
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Becoming a Better Negotiator
“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.” – Sun Tzu, The Art…
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Tracking Your Unreturned Capital Contributions
If you have ever invested in one of our projects or another private equity real estate offering, then you have likely encountered the term “unreturned capital contribution.” This is another term that is sometimes understood but many investors do not have a full grasp as to why this term is so important for your overall…
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The Opportunity Cost of Not Investing
As a habitual optimizer, I’m always seeking to eliminate any friction in my environment that would rob me of my time and attention. I take the same approach when placing an investment and/or optimizing my investment portfolio to maximize my wealth. I call this process “reducing your opportunity cost.” What does “opportunity cost” mean and…
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Five Money Lessons for the Next Generation
Do you remember how you learned about money? As a public health professional, I spent the early part of my career helping people create healthy and sustainable behavior changes to lift themselves and those around them out of poverty and poor health conditions. In my mind, financial illiteracy is a public health issue. And if…
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Should You Be Passively Investing with The Current Market Conditions?
The Federal Reserve is aggressively trying to fight inflation with the increase in the interest rate by another 75 basis points in the September session adding to the already 150 basis points during the last two sessions. As the Federal Reserve is trying to fight inflation, we are inevitably seeing a rise in the cost…
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Have We had the Last Interest Rate Hike?
Over the last year, the Federal Reserve increased interest rates in the U.S., the S&P 500 is down about 12%, and the DOW is down about 20%. The Fed does not have a meeting scheduled for October, but the September meeting minutes will be released on October 14 and the minutes might shed light on…
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How to Find Great Operators
In today’s economic environment, it can be overwhelming to find high-quality seasoned operators to invest your hard-earned money with. And if you are just starting out as a passive investor, the issue is compounded since you are also learning how to set your investing goals, vet operators, vet markets and underwrite deals. At PassiveInvesting.com, we…
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Housing Affordability: Going, Going, Gone!
At the risk of “phoning it in” this month, I felt this Costar article published on August 24th of this year was necessary to share. We’ve talked at length about why we continue to be bullish on high-quality multifamily assets in strong markets, and the data in the article truly drives that point home. Unfortunately,…
