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“We insist on a lot of time being available almost every day to just sit and think.” – Charlie Munger, …
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It is not often that I hear people talk favorably about rising interest rates. After all, it affects every aspect …
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Our team recently hosted an investor luncheon in Lake Charles, LA, with a great group of passive investors that has …
Learn More “Preparing for Rising Debt Costs as Interest Rates Continue to Climb”
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Many people are unaware of the true power of depreciation to shelter income from taxation. Or if they are aware, …
Learn More “How to Benefit from One of the Greatest Tax Shelters: Depreciation”
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In this article, I’m going to share my answers to two questions that I was asked during our recent Self-Storage …
Learn More “Two Questions Investors Are Asking About Self-Storage”
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“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you …
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If you have ever invested in one of our projects or another private equity real estate offering, then you have …
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As a habitual optimizer, I’m always seeking to eliminate any friction in my environment that would rob me of my …
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Two months ago, I spent a little time in Orlando, Florida, at the Toy Storage Nation seminar, taking a deep …
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Do you remember how you learned about money? As a public health professional, I spent the early part of my …
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The Federal Reserve is aggressively trying to fight inflation with the increase in the interest rate by another 75 basis …
Learn More “Should You Be Passively Investing with The Current Market Conditions?”
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Over the last year, the Federal Reserve increased interest rates in the U.S., the S&P 500 is down about 12%, …
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A while back, I wrote in our newsletter about the ability to adapt to the ever-changing real estate and investment …
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As we have continued to acquire existing, cash flowing express car wash assets, our interests have also turned to ground-up …
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In today’s economic environment, it can be overwhelming to find high-quality seasoned operators to invest your hard-earned money with. And …
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At the risk of “phoning it in” this month, I felt this Costar article published on August 24th of this …
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Warren Buffett is widely known for saying the single most powerful factor behind his investment success is compound interest. That’s …
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On my numerous initial calls with our passive investors, I get asked, “how do I make sure that I am …
Learn More “The 7 Red Flags for Passive Real Estate Investing”
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Real estate investors are always on the hunt for more information and education. They love to network and grow their …
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In today’s world, it is hard to escape the headlines. Inflation has surged to a 40-year high. Recession signs are …
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When I first started investing in single-family real estate, there were two rules of thumb that I used to determine …
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What are equity waterfalls? An equity waterfall is the breakdown in a private equity real estate transaction that outlines how …
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Last month, I participated in a conference where ex-NBA great Shaquille O’Neal spoke. Beyond being, literally, larger than life in …
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Many steps go into closing every deal we acquire. I’ll break down the phases below so you can better understand …
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Three years ago, I sold four of my single-family properties to take advantage of what I thought was the top …
Learn More “The Lazy 1031 – A Viable Alternative to a 1031 Exchange”
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What to do when the markets are in a free-fall Over the past few months, there have been several threats …
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Almost a year ago, I wrote an article titled “Emerging Markets” for this newsletter. I spoke a little about Savannah …
Learn More “What Makes Mariner Grove and Savannah a Solid Investment?”
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One of my favorite books of all time is “The Snowball.” I consider it to be one of the best …
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One of the most important activities to ensure our business plan is being met and ideally exceeded is asset management. …
Learn More “The Importance of Asset Management and Communication”
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“Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t… pays it.” …
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I’m a recovering single-family residence investor. Don’t get me wrong, I still love the hustle of finding a property, the …
Learn More “How to Create a Rich Life Through Passive Real Estate”
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What is the Internal Rate of Return and How is it Calculated? The internal rate of return (IRR) is …
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What is a Capital Stack? A capital stack consists of the total capital invested in the project. For multifamily real …
Learn More “The Importance of Understanding the Capital Stack”
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Since launching our self-storage fund, we’ve built a track record of closing self-storage deals, and often get phone calls about …
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One of my mentors annually shares his approach to the goals he plans to achieve. He creates an overarching theme …
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I am asked a lot about how we are making deals work in this environment. It’s a question people ask …
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“Your monthly rent will be $145 per month, plus the tenant insurance brings your monthly total to $155 per month.” …
Learn More “Five Ways to Maximize the Value of a Self-Storage Facility”
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As you know, our group focuses primarily on acquiring multifamily, self-storage, and car wash assets in the Southeast US as …
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I recently had the opportunity to join some of our team members on-site at our first car wash acquisition, the …
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Twenty years ago, my realtor gave me a copy of Rich Dad Poor Dad (often called the “little purple bible” …
Learn More “How To Use Passive Investing To Rapidly Scale Your Investing Portfolio”
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At the start of 2022, the U.S. national apartment occupancy average is just over 96% with an average monthly rental …
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(Adapted from an article by Marc Rapport published April 26, 2021, in Millionacres) In the city where I live, it …
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When I started self-directing my retirement funds in 2016 to invest in real estate, I had many questions. I wish …
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I’m writing this on my return flight from a conference in Denver, where we spent three days learning from and …
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Over the past 18 months, our team has been heavily researching and investigating a new, exciting passive real estate investment …
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You must have heard by now what may be the most overused and completely unverifiable statistic around: 90% of people …
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I knew something was wrong when my husband walked in the door. The strong winds that started that morning were …
Learn More “Disaster Preparedness: Five Simple Steps to Protect Your Assets”
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As humans, we are constantly analyzing and assessing our circumstances and the reality that surrounds us. We have all formed …
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Have you ever looked at an offering memorandum and become confused by the industry jargon around cap rates, cash-on-cash returns, …
Learn More “Valuation Metrics for Self-Storage Investors: Part Two of Two”
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I was at the gas station a couple of weeks ago, and this sign caught my eye: “Work 500 Hours, …
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“…in this world, nothing is certain except death and taxes…” – Benjamin Franklin For most Americans, taxes are their largest …
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I’m sure most of you reading this are like me and have trouble slowing or shutting down your brain from …
Learn More “Ten Thought-Provoking Books for Your 2022 Reading List”
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As you know, 2021 was the year after the pandemic started and it certainly had its ups and downs in …
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I’m writing this article on a Friday morning on our way to Portland, which is stop seven of eight of …
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Have you ever looked at an offering memorandum and become confused by the industry jargon around cap rates, cash-on-cash returns, …
Learn More “Valuation Metrics for Self-Storage Investors: Part One of Two”
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One of the more common questions that I have been receiving lately from investors, is about how we are managing …
Learn More “Growth Minded: How We Protect Your Investment As We Expand”
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I always enjoy a good read about how other companies overcome challenges or find new ways to improve their business …
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As we reflect on the Holidays this year, we are constantly reminded of the desire of humanity to have peace. …
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The year was 2016, and I was a newly minted Director of Acquisitions tasked with acquiring multifamily properties. It was …
Learn More “Three Reasons Why Now is the Time for Self-Storage Investing”
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By the end of 2021, our team will have gone full cycle and sold 6 different assets. All these assets …
Learn More “Dispositions: How We Determine When It’s Right To Sell”
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In life, there are things you simply cannot control. Uncontrollable factors create risk. If we could control everything, then we …
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I recently read an article with the above title. It contained some interesting information and validated a part of our …
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In my opinion, every individual should be responsible for overseeing their investment portfolio. Each person needs to determine their goals …
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Almost every real estate investor I know has read ‘Rich Dad Poor Dad’ at some point in their life. It’s …
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Our team has been researching the hospitality investment arena for several years now. We have made the decision that as …
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“A Pandemic Space Race: Self-Storage Roars Back” That is the headline of a recent New York Times article describing the …
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As a real estate investor, I get a lot of questions about what we do and how we do it. …
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Over the past decade, North Carolina has experienced rapid population and job growth. This growth has made a tremendous impact …
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In 2021 we have already had over 2,000 new investors visit our PassiveInvesting.com website and enter their information to join …
Learn More “Our Growth in 2021 – Deciding to Invest for the First Time”
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Due diligence. We’ve all heard the term, but what does it mean, and what happens behind the scenes during the …
Learn More “Self-Storage Due Diligence: Four Critical Aspects”
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A few months ago, I wrote about the ability to adapt to the ever-changing real estate and investment landscape. Whether …
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As our group at PassiveInvesting.com looks ahead, it’s our ongoing goal and commitment to you to deliver risk-adjusted investment opportunities. …
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Target Focus Back in 2019, our team looked for assets that were built in 2000 or after. In the apartment …
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You’re an international investor and you want to add US-based real estate to your investment portfolio. Smart move! PassiveInvesting.com and …
Learn More “International Investors: How to Passively Invest in US Real Estate”
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What is your “why”? I know that question has become a cliché in the current culture, but that does not …
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You’ve heard the above expression when something significant is accomplished. Well… it’s true. When we at PassiveInvesting.com announce a new …
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My wife, Caitlin, who grew up in Charleston, always reminds me how much things have changed since she was a …
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The available resources for passive self-storage investors are limited and it’s difficult to know who to trust. In this article, …
Learn More “Self-Storage Resources for the Passive Investor”
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Last year due to the pandemic, we had to put a halt on our investor dinners that we used to …
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The self-storage market is full of opportunities to acquire deals in major cities, growing suburbs, and rural towns. However, market …
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“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you …
Learn More “Negotiating the Most Lucrative Deals for our Investors”
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History of the 1031 Exchange Tax Code A 1031 exchange is a powerful tax deferral strategy that was originally started …
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As I have the opportunity to talk to many of you (as well as many new investors) each week, I …
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About a year ago I shared an article regarding how the IRS tracks the migration pattern of household income across …
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Understanding the role of the loan guarantor will help you better understand how strong our group is financially when it …
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I read an interesting Costar article recently, which affirms what we’ve been seeing in the marketplace and confirms our strategy …
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It’s common for new self-storage investors to look for deals close to home. But what are the pros and cons …
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Essentialism – written by Greg McKeown Essentialism is a systematic discipline for discerning what is essential, then eliminating everything that …
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In my previous article, I talked about the two community initiatives I’m involved with. One of them is the First …
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Years ago, I started working for a consumer products company in the lawn and garden business. When they promoted me …
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“Don’t wait for your ship to come in, swim out to it.” -English author Cathy Hopkins. Taking the initiative. It …
Learn More “Eric Fitzgerald is committed to exceeding your expectations”
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You may have received an email from us with an offering announcement and had questions about the process for submitting …
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In December 2020, Blackstone Real Estate Investment Trust (BREIT) closed on the $1.2 billion Simply Self Storage portfolio owned by …
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Before Dan, Brandon, and I started PassiveInvesting.com I was working as a financial consultant and traveling a lot. My typical …
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The investment horizon for every property or deal is different. Having a business plan with a five-, seven-, or ten-year …
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Improvise, adapt, and overcome is a well-known saying most commonly associated with the Marine Corps. This slogan embodies the idea …
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If you would have asked me in early 2020, “what type of returns does PassiveInvesting.com typically try to achieve on …
Learn More “Return Metrics for Multifamily Offerings Moving Into Q2 2021”
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“Why am I spending two hours driving to and from work each day to enrich somebody else?” That was the …
Learn More “Self-Storage Expert Jon Allen Loves What He Does… and You Will Too”
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This is one of the most common questions I get asked, and while it may seem straightforward on the surface, …
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This is one of my favorite questions, and it rarely gets asked in that pure form. It often takes the …
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This time of year, we start to receive many requests from investors about when they can expect to receive their …
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There’s no doubt we are emerging from one of the most unique and trying years our modern civilization has ever …
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Our group is focused on acquiring deals in 2021 in select Southeast US markets. To ensure we are constantly monitoring …
Learn More “Why the Jacksonville, FL Multifamily Market is on our 2021 Radar Screen”
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The year was 1997. Kris Bennett, 18, was out smoking marijuana with friends. While driving home, he got pulled over …
Learn More “How Kris Bennett went from cleaning out gym lockers to renting out self-storage units”
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PassiveInvesting.com would like to introduce you to the newest member of our team, Andrew Davis. For the past four years, …
Learn More “Introducing a new friend who is committed to your success.”
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Control is a funny thing, isn’t it? While I technically bear the title of “millennial,” I’d like to think I’m …
Learn More “Single-Family vs. Multifamily – Is more “control” really better?”
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In August 2020, the SEC proposed a new, expanded amendment to the definition to be qualified as an accredited investor. …
Learn More “Are You an Accredited Investor? SEC Expanded Definition”
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You may have heard that PassiveInvesting.com has added Self-Storage as an asset class in our investment portfolio. Since this space …
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As I go through life, I am constantly looking for ways to make myself a better human being. Whether physically …
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In a recent Reuters article, they provided excellent information regarding the Federal Reserve’s planning and outlook for 2021 and beyond. …
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Moving into the new year, our team always reviews market dynamics to determine where we will be spending most of …
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In my spare time, I enjoy reading books about various topics and disciplines. It’s a great way for me to …
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Well, here we are, December 2020. Any adjective used to describe this past year would be inadequate considering the multiple …
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The COVID-19 pandemic has certainly caused a major economic shift in many industries including the multifamily market. In April 2020 …
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At PassiveInvesting.com, we love to bring our investors new and exciting properties to invest in. By the time you receive …
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If you have reviewed any of our most recent offerings you will have noticed that one of the ways we …
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Capital expenditures (CapEx) are funds used to acquire, upgrade, and maintain physical assets such as property, buildings, technology, and equipment. …
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The national apartment market has shown itself to be exceptionally durable in the face of COVID-19. When we first began …
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If you have ever invested in one of our projects or another private equity real estate offering, then you have …
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The accounting world and specifically multifamily accounting tend to use words or phrases that can be tricky to remember. One …
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“Your work is going to fill a large part of your life, and the only way to be truly satisfied …
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The $2.2 trillion Coronavirus Aid, Relief, and Economic Security Act (CARES Act) signed into law on March 27th of this …
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Specific Property Criteria When looking to purchase anything in life, you must first decide on a few factors before you …
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What is a cap rate and how is it calculated? The cap rate is short for capitalization rate. The cap …
Learn More “Using The Cap Rate to Determine The Strength Of A Market”
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What are equity waterfalls? An equity waterfall is the breakdown in a private equity real estate transaction that outlines how …
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A Shared Vision As operators of large multifamily assets, we rely on third-party property managers to execute our vision. It …
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Short-term or Long-term Investments right now… What’s Best for You? A few investors recently reached out to discuss various investment …
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An accredited investor has either a net worth of $1mil, not including their primary residence, OR an annual income of …
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PassiveInvesting.com continually looks for ways to deliver a better return for our investors (and a better experience for our residents) …
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In an article published in May, I outlined what due diligence comprises. Today I will update you with some changes …
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What is a Preferred Return? A preferred return is a minimum return that you would receive before the operator would …
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What is a Capital Stack? A capital stack consists of the total capital invested in the project. For multifamily real …
Learn More “The Importance of Understanding Capital Stack Structures for Apartment Syndication”
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In the multifamily industry, the term “due diligence” is common. The term is perfectly descriptive when you stop and think …
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Did you know the IRS tracks the migration pattern of money? Specially, the IRS tracks where people move and how …
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There are two main reasons why multifamily deals right now are falling out of contract. The first is due to …
Learn More “Why Multifamily Deals Are Falling Out of Contract Due to the Coronavirus”
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What is a Soft Reserve? Our offerings are released to you via email and included in the offering email with …
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If you would have asked me in 2019, “what type of returns does PassiveInvesting.com typically try to achieve on your …
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It was coined by former Navy Seal Officer Jocko Willink (made popular in his recent book, Extreme Ownership). It means …
Learn More “Are You Familiar With The Term “Extreme Ownership””
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What is the Internal Rate of Return and How is it Calculated? The internal rate of return (IRR) is the …
Learn More “Understanding the Internal Rate of Return (IRR)”
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“A good name is more desirable than great riches; to be esteemed is better than silver or gold” – Proverbs …
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It is in challenging times like this that true leaders emerge and the weak falter. Therefore, we believe it is …
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Last month our managing partners, including myself, took a trip to Orlando, FL, to attend a conference called the National …
Learn More “Talking With The Former Owner Of Carrington at Brier Creek”
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History of the 1031 Exchange Tax Code A 1031 exchange is a powerful tax deferral strategy that was originally started …
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An interesting piece of information was brought to our attention when we recently toured a potential deal. The seller had …
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We recently had a property that checked all the boxes. It was the right vintage… the right value-add scope… the …
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What We Are Doing To Limit Your Exposure During This Challenging Time… We’ve been listening and attending conference calls and …
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In December 2019, our team reviewed 37 investment opportunities through the various stages of due diligence. It’s important to have …
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1031 Exchange and a Syndication On my calls with investors, I often get asked, “Can you do a 1031 Exchange …
Learn More “Swap Until You Drop – The Power of the 1031 Exchange”
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One thing I have learned over my years in the construction industry is that you must learn to adapt and …
Learn More “The Accidental Smurf-colored Apartment Building”
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Each stage in the real estate market cycle presents a variety of opportunities to shift the acquisitions thought process and …
Learn More “Are Class-A Assets a Smart Choice in the 2020 Multifamily Market?”
ARTICLE
A while back, I wrote in our newsletter about the ability to adapt to the ever-changing real estate and investment …
ARTICLE
As you know, our group focuses primarily on acquiring multifamily, self-storage, and car wash assets in the Southeast US as …
ARTICLE
At the start of 2022, the U.S. national apartment occupancy average is just over 96% with an average monthly rental …
ARTICLE
I always enjoy a good read about how other companies overcome challenges or find new ways to improve their business …
ARTICLE
Over the past decade, North Carolina has experienced rapid population and job growth. This growth has made a tremendous impact …
ARTICLE
About a year ago I shared an article regarding how the IRS tracks the migration pattern of household income across …
ARTICLE
I read an interesting Costar article recently, which affirms what we’ve been seeing in the marketplace and confirms our strategy …
ARTICLE
This is one of the most common questions I get asked, and while it may seem straightforward on the surface, …
ARTICLE
Moving into the new year, our team always reviews market dynamics to determine where we will be spending most of …
ARTICLE
The COVID-19 pandemic has certainly caused a major economic shift in many industries including the multifamily market. In April 2020 …
ARTICLE
Did you know the IRS tracks the migration pattern of money? Specially, the IRS tracks where people move and how …
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.