Category Archives: Blog

5 Ways To Maximize Long-Term Growth Through Diversification Have you ever known a new mom? She likely has stashed packages of baby wipes everywhere. In her purse, the diaper bag, multiple places in the baby’s room, in the master bedroom, in the car… it’s likely that anywhere she and the baby might be, a stash […]

How To Give The Gift Of Financial Literacy To The Next Generation I know I’m not alone in wondering what’s missing from our parenting practices as I’m irked by the constant question, “Can I have this?” from my kids, meanwhile the continuous job of reminding them to turn off lights and quit wasting water looms […]

Think back to the last time you bought a home or a car and you can quickly recall the mind-boggling amount of fine print and fee disclosures you waded through and agreed to. Well, when it comes to investments, there are fees too – that’s how those who research and manage the investment are compensated […]

If you haven’t yet invested in your first real estate syndication with us, consider this: It’s probable that you’re still learning the process, accumulating savings so that you can feel secure as an investor, or maybe you’re unsure about which type of asset would be ideal for your first foray into commercial investment property. Alternatively, […]

If you’re like me, one of the last things you think about when investing in a new venture is taxes. It’s way more fun to think about all the potential luxury vacations you’ll take and the new cars you’ll buy, than to think about the taxes you’ll be paying. Well, I’m here to tell you […]

Have you ever seen one of these billboards on the side of the highway? The message rings so true, doesn’t it? Most of us either procrastinate or put our retirement savings on autopilot. After all, retirement is decades down the road, so why do we need to think about it right now? What we need […]

Once you get wind of real estate syndications and you begin thinking about the possibility of investing passively in them, it’s natural to simultaneously have questions… lots of questions.  Investing in real estate is a big deal and you SHOULD have and ask ALL the questions. Furthermore, real estate syndications aren’t broadly popularized, so, not […]

Ah, investment summaries. They’re the all-in-one marketing package / business plan / underwriting explainer / photo gallery / why-you-should-invest-in-this-deal packet for every commercial real estate syndication deal that everyone loves and hates. Often, when deal sponsors are raising money for their deals, they’ll put together investment summaries to explain to potential investors why the deal […]

Being Committed and Taking Action Study hard and get a good job. Max out your 401k.  Buy a house, as it will be your biggest asset.  Limiting beliefs. Scarcity mindset. Engineering my life to play small.  Content with being middle class.  Work harder and longer to see an increase in pay. I could go on […]

The other day, I got a call from one of my property managers. “Hey. We’ve got some bad news.” Uh-oh. “You know that tenant who is always calling to complain about something or other? Well, she left the water running, and left the property. She flooded her unit and the one below her.” Uh… ??? […]