Terminology
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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…
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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,…
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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…
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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…
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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…
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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?…
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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…
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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…
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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…
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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.
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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…
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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…
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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…
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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…
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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…
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Equity Waterfall Structures and Hurdles
Dan Handford
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?…
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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.
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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…
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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…
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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.
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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…


















