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Class A Multifamily Demand Surges as Supply Balances in the Southeast
As we step into 2025, it’s a great time to reflect on the current state of the multifamily real estate market, particularly Class A properties in the Southeast, and to look ahead at what the next two years might hold. Over the past several years, we’ve seen a significant increase in new multifamily construction, resulting…
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Capital Calls: Understanding the Process Between a Lender and Borrower
Why Capital Calls Are Essential, Not Uncertain Imagine this scenario: you’ve invested in a high-performing real estate property, confident in its long-term value. Then comes news of a loan extension and a potential capital call. Naturally, questions arise: These are valid concerns. No one likes a capital call, and it can be seen as a…
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Why We Believe in the Real Estate Debt Fund
In 2020, we launched our lending business—our Real Estate Debt Fund—building on decades of private lending experience. Seeing a significant demand for reliable lenders who could provide excellent service to high-quality borrowers, we stepped in to meet that need. At the same time, many of our investors were searching for a flexible way to grow…
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4 Transformative Lessons from The ONE Thing Goal Setting Retreat
Last month, I had the privilege of attending The ONE Thing Goal Setting Retreat with Jay Papasan—a gathering that brings the philosophy of The ONE Thing to life. Based on the best-selling book by Gary Keller and Jay Papasan, The ONE Thing teaches us to simplify our focus and prioritize what matters most. For those…
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Interest Rates and Your Multifamily Investment
The wait is finally over. The Federal Reserve cut interest rates by 50 basis points (0.50%) at their September meeting. But what does this mean to your multifamily investments? There are several short-term and long-term impacts on a multifamily asset that could make a struggling asset a winner. Lower Financing Costs Reduced interest rates…
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A New Era for Acquisitions: Capitalizing on the Federal Funds Rate Cut
We’re thrilled to share that the Federal Reserve’s recent decision to lower the federal funds rate is opening new opportunities for our real estate acquisition strategy. As interest rates fall, we anticipate re-engaging in acquisitions, acquiring premium properties that will offer both short-term cash flow and long-term appreciation. This shift provides significant benefits to you,…
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Chad Zdenek’s Real Estate Journey Comes Full Circle From Investor to Manager of Strategic Investor Partnerships
If you’re a regular reader of this newsletter, you might recall the November 2022 issue, which featured an article about investor Chad Zdenek. Chad’s work resumé is impressive. After college, he worked at Boeing for seven years as an SSME Structure Dynamics Engineer, where he worked on the Space Shuttle Main Engines (SSME). He then…
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End-of-the-Year Tax Moves for Real Estate Investors
For real estate investors, the end of the year isn’t about wrapping up deals. It’s a critical time to take advantage of tax-saving strategies to help you keep more of your hard-earned money. If you don’t plan ahead, you may find yourself rushing to reduce your tax bill or, worse, missing out on valuable savings.…
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Understanding the Sequence of Returns Risk and How Real Estate Debt Funds Can Help
Retirement planning is a critical aspect of financial management that requires careful consideration of various risks, one of the most significant being the sequence of returns risk. This risk can dramatically impact the sustainability of a retirement portfolio, especially during the withdrawal phase. However, all investors should develop a plan to reduce or eliminate the…
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Selecting Solid Markets for Rehab Wallet Loans
rehab wallet loans 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 rehab wallet loans When we started Rehab…
