09Apr

Questions to ask a syndicator

Questions to ask a syndicator The list of questions to ask a syndicator can become exponentially long and one cannot possibly cover all possible questions. My goal here is to give you guidance and a general idea about the type of questions to ask when you...
09Mar

Securities offering documentation

Securities offering documentation When it comes to investing in an apartment building syndication, you will have to review a number of documents including but not limited to executive summary, private placement memorandum, subscription agreement, operating agreement, and several others. Let’s cover each of them separately: 1. An Executive...
18Feb

Where to begin when it comes to passive real estate investing

Where to begin when it comes to passive real estate investing The most critical part when starting something new in life is first learning how to do it! Passive real estate investing is no different. Education is key! In addition to reading articles at SAMO Financial...
05Feb

How do I define a value-add opportunity in a multifamily building?

How do I define a value-add opportunity in a multifamily building? There are several different strategies available when it comes to purchasing an apartment complex. The most common one is so-called "Value Add" strategy. Let me start by clarifying what is “value add”. It is actually...
08Jan

Don’t put all eggs in one basket

Don't put all eggs in one basket During the days when I invested only in the stock market, I always remembered one golden rule; "Diversify".  So, I did.  I invested in stocks, bonds, and mutual funds. And then within each class of stock market investments I...