fbpx

Knowledge Center

CHOOSE A TOPIC

ARTICLE

“We insist on a lot of time being available almost every day to just sit and think.” – Charlie Munger, …

Read More >

ARTICLE

It is not often that I hear people talk favorably about rising interest rates. After all, it affects every aspect …

Read More >

ARTICLE

Our team recently hosted an investor luncheon in Lake Charles, LA, with a great group of passive investors that has …

Read More >

ARTICLE

Many people are unaware of the true power of depreciation to shelter income from taxation. Or if they are aware, …

Read More >

ARTICLE

In this article, I’m going to share my answers to two questions that I was asked during our recent Self-Storage …

Read More >

ARTICLE

“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you …

Read More >

ARTICLE

If you have ever invested in one of our projects or another private equity real estate offering, then you have …

Read More >

ARTICLE

As a habitual optimizer, I’m always seeking to eliminate any friction in my environment that would rob me of my …

Read More >

ARTICLE

Two months ago, I spent a little time in Orlando, Florida, at the Toy Storage Nation seminar, taking a deep …

Read More >

ARTICLE

Do you remember how you learned about money? As a public health professional, I spent the early part of my …

Read More >

ARTICLE

The Federal Reserve is aggressively trying to fight inflation with the increase in the interest rate by another 75 basis …

Read More >

ARTICLE

Over the last year, the Federal Reserve increased interest rates in the U.S., the S&P 500 is down about 12%, …

Read More >

ARTICLE

A while back, I wrote in our newsletter about the ability to adapt to the ever-changing real estate and investment …

Read More >

ARTICLE

As we have continued to acquire existing, cash flowing express car wash assets, our interests have also turned to ground-up …

Read More >

ARTICLE

In today’s economic environment, it can be overwhelming to find high-quality seasoned operators to invest your hard-earned money with.  And …

Read More >

ARTICLE

At the risk of “phoning it in” this month, I felt this Costar article published on August 24th of this …

Read More >

ARTICLE

Warren Buffett is widely known for saying the single most powerful factor behind his investment success is compound interest. That’s …

Read More >

ARTICLE

On my numerous initial calls with our passive investors, I get asked, “how do I make sure that I am …

Read More >

ARTICLE

Real estate investors are always on the hunt for more information and education. They love to network and grow their …

Read More >

ARTICLE

In today’s world, it is hard to escape the headlines. Inflation has surged to a 40-year high. Recession signs are …

Read More >

ARTICLE

When I first started investing in single-family real estate, there were two rules of thumb that I used to determine …

Read More >

ARTICLE

What are equity waterfalls? An equity waterfall is the breakdown in a private equity real estate transaction that outlines how …

Read More >

ARTICLE

Last month, I participated in a conference where ex-NBA great Shaquille O’Neal spoke. Beyond being, literally, larger than life in …

Read More >

ARTICLE

Many steps go into closing every deal we acquire. I’ll break down the phases below so you can better understand …

Read More >

ARTICLE

Three years ago, I sold four of my single-family properties to take advantage of what I thought was the top …

Read More >

ARTICLE

What to do when the markets are in a free-fall Over the past few months, there have been several threats …

Read More >

ARTICLE

Almost a year ago, I wrote an article titled “Emerging Markets” for this newsletter. I spoke a little about Savannah …

Read More >

ARTICLE

One of my favorite books of all time is “The Snowball.” I consider it to be one of the best …

Read More >

ARTICLE

One of the most important activities to ensure our business plan is being met and ideally exceeded is asset management. …

Read More >

ARTICLE

“Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it.” …

Read More >

ARTICLE

I’m a recovering single-family residence investor.  Don’t get me wrong, I still love the hustle of finding a property, the …

Read More >

ARTICLE

What is the Internal Rate of Return and How is it Calculated?   The internal rate of return (IRR) is …

Read More >

ARTICLE

What is a Capital Stack? A capital stack consists of the total capital invested in the project. For multifamily real …

Read More >

ARTICLE

Since launching our self-storage fund, we’ve built a track record of closing self-storage deals, and often get phone calls about …

Read More >

ARTICLE

One of my mentors annually shares his approach to the goals he plans to achieve. He creates an overarching theme …

Read More >

ARTICLE

I am asked a lot about how we are making deals work in this environment. It’s a question people ask …

Read More >

ARTICLE

“Your monthly rent will be $145 per month, plus the tenant insurance brings your monthly total to $155 per month.” …

Read More >

ARTICLE

As you know, our group focuses primarily on acquiring multifamily, self-storage, and car wash assets in the Southeast US as …

Read More >

ARTICLE

I recently had the opportunity to join some of our team members on-site at our first car wash acquisition, the …

Read More >

ARTICLE

Twenty years ago, my realtor gave me a copy of Rich Dad Poor Dad (often called the “little purple bible” …

Read More >

ARTICLE

At the start of 2022, the U.S. national apartment occupancy average is just over 96% with an average monthly rental …

Read More >

ARTICLE

(Adapted from an article by Marc Rapport published April 26, 2021, in Millionacres) In the city where I live, it …

Read More >

ARTICLE

When I started self-directing my retirement funds in 2016 to invest in real estate, I had many questions. I wish …

Read More >

ARTICLE

I’m writing this on my return flight from a conference in Denver, where we spent three days learning from and …

Read More >

ARTICLE

Over the past 18 months, our team has been heavily researching and investigating a new, exciting passive real estate investment …

Read More >

ARTICLE

You must have heard by now what may be the most overused and completely unverifiable statistic around: 90% of people …

Read More >

ARTICLE

I knew something was wrong when my husband walked in the door. The strong winds that started that morning were …

Read More >

ARTICLE

As humans, we are constantly analyzing and assessing our circumstances and the reality that surrounds us. We have all formed …

Read More >

ARTICLE

Have you ever looked at an offering memorandum and become confused by the industry jargon around cap rates, cash-on-cash returns, …

Read More >

ARTICLE

I was at the gas station a couple of weeks ago, and this sign caught my eye: “Work 500 Hours, …

Read More >

ARTICLE

“…in this world, nothing is certain except death and taxes…” – Benjamin Franklin For most Americans, taxes are their largest …

Read More >

ARTICLE

I’m sure most of you reading this are like me and have trouble slowing or shutting down your brain from …

Read More >

ARTICLE

As you know, 2021 was the year after the pandemic started and it certainly had its ups and downs in …

Read More >

ARTICLE

I’m writing this article on a Friday morning on our way to Portland, which is stop seven of eight of …

Read More >

ARTICLE

Have you ever looked at an offering memorandum and become confused by the industry jargon around cap rates, cash-on-cash returns, …

Read More >

ARTICLE

One of the more common questions that I have been receiving lately from investors, is about how we are managing …

Read More >

ARTICLE

I always enjoy a good read about how other companies overcome challenges or find new ways to improve their business …

Read More >

ARTICLE

As we reflect on the Holidays this year, we are constantly reminded of the desire of humanity to have peace. …

Read More >

ARTICLE

The year was 2016, and I was a newly minted Director of Acquisitions tasked with acquiring multifamily properties. It was …

Read More >

ARTICLE

By the end of 2021, our team will have gone full cycle and sold 6 different assets. All these assets …

Read More >

ARTICLE

In life, there are things you simply cannot control. Uncontrollable factors create risk. If we could control everything, then we …

Read More >

ARTICLE

I recently read an article with the above title. It contained some interesting information and validated a part of our …

Read More >

ARTICLE

In my opinion, every individual should be responsible for overseeing their investment portfolio. Each person needs to determine their goals …

Read More >

ARTICLE

Almost every real estate investor I know has read ‘Rich Dad Poor Dad’ at some point in their life. It’s …

Read More >

ARTICLE

Our team has been researching the hospitality investment arena for several years now. We have made the decision that as …

Read More >

ARTICLE

“A Pandemic Space Race: Self-Storage Roars Back” That is the headline of a recent New York Times article describing the …

Read More >

ARTICLE

As a real estate investor, I get a lot of questions about what we do and how we do it. …

Read More >

ARTICLE

Over the past decade, North Carolina has experienced rapid population and job growth. This growth has made a tremendous impact …

Read More >

ARTICLE

In 2021 we have already had over 2,000 new investors visit our PassiveInvesting.com website and enter their information to join …

Read More >

ARTICLE

Due diligence. We’ve all heard the term, but what does it mean, and what happens behind the scenes during the …

Read More >

ARTICLE

A few months ago, I wrote about the ability to adapt to the ever-changing real estate and investment landscape. Whether …

Read More >

ARTICLE

As our group at PassiveInvesting.com looks ahead, it’s our ongoing goal and commitment to you to deliver risk-adjusted investment opportunities. …

Read More >

ARTICLE

Target Focus Back in 2019, our team looked for assets that were built in 2000 or after. In the apartment …

Read More >

ARTICLE

You’re an international investor and you want to add US-based real estate to your investment portfolio. Smart move! PassiveInvesting.com and …

Read More >

ARTICLE

What is your “why”? I know that question has become a cliché in the current culture, but that does not …

Read More >

ARTICLE

You’ve heard the above expression when something significant is accomplished. Well… it’s true. When we at PassiveInvesting.com announce a new …

Read More >

ARTICLE

My wife, Caitlin, who grew up in Charleston, always reminds me how much things have changed since she was a …

Read More >

ARTICLE

The available resources for passive self-storage investors are limited and it’s difficult to know who to trust. In this article, …

Read More >

ARTICLE

Last year due to the pandemic, we had to put a halt on our investor dinners that we used to …

Read More >

ARTICLE

The self-storage market is full of opportunities to acquire deals in major cities, growing suburbs, and rural towns. However, market …

Read More >

ARTICLE

“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you …

Read More >

ARTICLE

History of the 1031 Exchange Tax Code A 1031 exchange is a powerful tax deferral strategy that was originally started …

Read More >

ARTICLE

As I have the opportunity to talk to many of you (as well as many new investors) each week, I …

Read More >

ARTICLE

About a year ago I shared an article regarding how the IRS tracks the migration pattern of household income across …

Read More >

ARTICLE

Understanding the role of the loan guarantor will help you better understand how strong our group is financially when it …

Read More >

ARTICLE

I read an interesting Costar article recently, which affirms what we’ve been seeing in the marketplace and confirms our strategy …

Read More >

ARTICLE

It’s common for new self-storage investors to look for deals close to home. But what are the pros and cons …

Read More >

ARTICLE

Essentialism – written by Greg McKeown Essentialism is a systematic discipline for discerning what is essential, then eliminating everything that …

Read More >

ARTICLE

In my previous article, I talked about the two community initiatives I’m involved with. One of them is the First …

Read More >

ARTICLE

Years ago, I started working for a consumer products company in the lawn and garden business. When they promoted me …

Read More >

ARTICLE

“Don’t wait for your ship to come in, swim out to it.” -English author Cathy Hopkins. Taking the initiative. It …

Read More >

ARTICLE

You may have received an email from us with an offering announcement and had questions about the process for submitting …

Read More >

ARTICLE

In December 2020, Blackstone Real Estate Investment Trust (BREIT) closed on the $1.2 billion Simply Self Storage portfolio owned by …

Read More >

ARTICLE

Before Dan, Brandon, and I started PassiveInvesting.com I was working as a financial consultant and traveling a lot. My typical …

Read More >

ARTICLE

The investment horizon for every property or deal is different. Having a business plan with a five-, seven-, or ten-year …

Read More >

ARTICLE

Improvise, adapt, and overcome is a well-known saying most commonly associated with the Marine Corps. This slogan embodies the idea …

Read More >

ARTICLE

If you would have asked me in early 2020, “what type of returns does PassiveInvesting.com typically try to achieve on …

Read More >

ARTICLE

“Why am I spending two hours driving to and from work each day to enrich somebody else?” That was the …

Read More >

ARTICLE

This is one of the most common questions I get asked, and while it may seem straightforward on the surface, …

Read More >

ARTICLE

This is one of my favorite questions, and it rarely gets asked in that pure form. It often takes the …

Read More >

ARTICLE

This time of year, we start to receive many requests from investors about when they can expect to receive their …

Read More >

ARTICLE

There’s no doubt we are emerging from one of the most unique and trying years our modern civilization has ever …

Read More >

ARTICLE

Our group is focused on acquiring deals in 2021 in select Southeast US markets. To ensure we are constantly monitoring …

Read More >

ARTICLE

The year was 1997. Kris Bennett, 18, was out smoking marijuana with friends. While driving home, he got pulled over …

Read More >

ARTICLE

PassiveInvesting.com would like to introduce you to the newest member of our team, Andrew Davis. For the past four years, …

Read More >

ARTICLE

Control is a funny thing, isn’t it? While I technically bear the title of “millennial,” I’d like to think I’m …

Read More >

ARTICLE

In August 2020, the SEC proposed a new, expanded amendment to the definition to be qualified as an accredited investor. …

Read More >

ARTICLE

You may have heard that PassiveInvesting.com has added Self-Storage as an asset class in our investment portfolio. Since this space …

Read More >

ARTICLE

As I go through life, I am constantly looking for ways to make myself a better human being. Whether physically …

Read More >

ARTICLE

In a recent Reuters article, they provided excellent information regarding the Federal Reserve’s planning and outlook for 2021 and beyond. …

Read More >

ARTICLE

Moving into the new year, our team always reviews market dynamics to determine where we will be spending most of …

Read More >

ARTICLE

In my spare time, I enjoy reading books about various topics and disciplines. It’s a great way for me to …

Read More >

ARTICLE

Well, here we are, December 2020. Any adjective used to describe this past year would be inadequate considering the multiple …

Read More >

ARTICLE

The COVID-19 pandemic has certainly caused a major economic shift in many industries including the multifamily market. In April 2020 …

Read More >

ARTICLE

At PassiveInvesting.com, we love to bring our investors new and exciting properties to invest in. By the time you receive …

Read More >

ARTICLE

If you have reviewed any of our most recent offerings you will have noticed that one of the ways we …

Read More >

ARTICLE

Capital expenditures (CapEx) are funds used to acquire, upgrade, and maintain physical assets such as property, buildings, technology, and equipment. …

Read More >

ARTICLE

The national apartment market has shown itself to be exceptionally durable in the face of COVID-19. When we first began …

Read More >

ARTICLE

If you have ever invested in one of our projects or another private equity real estate offering, then you have …

Read More >

ARTICLE

The accounting world and specifically multifamily accounting tend to use words or phrases that can be tricky to remember. One …

Read More >

ARTICLE

“Your work is going to fill a large part of your life, and the only way to be truly satisfied …

Read More >

ARTICLE

The $2.2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law on March 27th of this …

Read More >

ARTICLE

Specific Property Criteria When looking to purchase anything in life, you must first decide on a few factors before you …

Read More >

ARTICLE

What is a cap rate and how is it calculated? The cap rate is short for capitalization rate. The cap …

Read More >

ARTICLE

What are equity waterfalls? An equity waterfall is the breakdown in a private equity real estate transaction that outlines how …

Read More >

ARTICLE

A Shared Vision As operators of large multifamily assets, we rely on third-party property managers to execute our vision. It …

Read More >

ARTICLE

Short-term or Long-term Investments right now… What’s Best for You? A few investors recently reached out to discuss various investment …

Read More >

ARTICLE

An accredited investor has either a net worth of $1mil, not including their primary residence, OR an annual income of …

Read More >

ARTICLE

PassiveInvesting.com continually looks for ways to deliver a better return for our investors (and a better experience for our residents) …

Read More >

ARTICLE

In an article published in May, I outlined what due diligence comprises. Today I will update you with some changes …

Read More >

ARTICLE

What is a Preferred Return? A preferred return is a minimum return that you would receive before the operator would …

Read More >

ARTICLE

What is a Capital Stack? A capital stack consists of the total capital invested in the project. For multifamily real …

Read More >

ARTICLE

In the multifamily industry, the term “due diligence” is common. The term is perfectly descriptive when you stop and think …

Read More >

ARTICLE

Did you know the IRS tracks the migration pattern of money? Specially, the IRS tracks where people move and how …

Read More >

ARTICLE

There are two main reasons why multifamily deals right now are falling out of contract. The first is due to …

Read More >

ARTICLE

What is a Soft Reserve? Our offerings are released to you via email and included in the offering email with …

Read More >

ARTICLE

If you would have asked me in 2019, “what type of returns does PassiveInvesting.com typically try to achieve on your …

Read More >

ARTICLE

It was coined by former Navy Seal Officer Jocko Willink (made popular in his recent book, Extreme Ownership). It means …

Read More >

ARTICLE

What is the Internal Rate of Return and How is it Calculated? The internal rate of return (IRR) is the …

Read More >

ARTICLE

“A good name is more desirable than great riches; to be esteemed is better than silver or gold” – Proverbs …

Read More >

ARTICLE

It is in challenging times like this that true leaders emerge and the weak falter. Therefore, we believe it is …

Read More >

ARTICLE

Last month our managing partners, including myself, took a trip to Orlando, FL, to attend a conference called the National …

Read More >

ARTICLE

History of the 1031 Exchange Tax Code A 1031 exchange is a powerful tax deferral strategy that was originally started …

Read More >

ARTICLE

An interesting piece of information was brought to our attention when we recently toured a potential deal. The seller had …

Read More >

ARTICLE

We recently had a property that checked all the boxes. It was the right vintage… the right value-add scope… the …

Read More >

ARTICLE

What We Are Doing To Limit Your Exposure During This Challenging Time… We’ve been listening and attending conference calls and …

Read More >

ARTICLE

In December 2019, our team reviewed 37 investment opportunities through the various stages of due diligence. It’s important to have …

Read More >

ARTICLE

1031 Exchange and a Syndication On my calls with investors, I often get asked, “Can you do a 1031 Exchange …

Read More >

ARTICLE

One thing I have learned over my years in the construction industry is that you must learn to adapt and …

Read More >

ARTICLE

Passive Investing in Multifamily Class A Assets

Each stage in the real estate market cycle presents a variety of opportunities to shift the acquisitions thought process and …

Read More >

ARTICLE

A while back, I wrote in our newsletter about the ability to adapt to the ever-changing real estate and investment …

Read More >

ARTICLE

As you know, our group focuses primarily on acquiring multifamily, self-storage, and car wash assets in the Southeast US as …

Read More >

ARTICLE

At the start of 2022, the U.S. national apartment occupancy average is just over 96% with an average monthly rental …

Read More >

ARTICLE

I always enjoy a good read about how other companies overcome challenges or find new ways to improve their business …

Read More >

ARTICLE

Over the past decade, North Carolina has experienced rapid population and job growth. This growth has made a tremendous impact …

Read More >

ARTICLE

About a year ago I shared an article regarding how the IRS tracks the migration pattern of household income across …

Read More >

ARTICLE

I read an interesting Costar article recently, which affirms what we’ve been seeing in the marketplace and confirms our strategy …

Read More >

ARTICLE

This is one of the most common questions I get asked, and while it may seem straightforward on the surface, …

Read More >

ARTICLE

Moving into the new year, our team always reviews market dynamics to determine where we will be spending most of …

Read More >

ARTICLE

The COVID-19 pandemic has certainly caused a major economic shift in many industries including the multifamily market. In April 2020 …

Read More >

ARTICLE

Did you know the IRS tracks the migration pattern of money? Specially, the IRS tracks where people move and how …

Read More >

POPULAR QUESTIONS

Investing in multifamily assets allows for better returns than any other real estate asset class. The National Multifamily Housing Council (NMHC) presented the research on why multifamily investing returns can’t be beat.

One of the major benefits of investing in stabilized (above 90% occupancy) multifamily assets, is the ability to use permanent, low risk agency financing. Looking back at the crash in 2008, the single family market had a 4.0% default rate versus the multifamily market only have a 0.4% default rate.

The PassiveInvesting.com Team only acquires stabilized (above 90% occupancy) and cash flow positive apartment building investments. This allows our investors to make healthy returns while showing a loss at the end of every year.

Since its peak in the mid-2000s (see graph below), home ownership has been significantly dropping and it will continue to drop as millennials and the aging baby boomers want to stay mobile in the 21st century.