12Oct

The Real Cost of Overlooking Main Street in Your Portfolio

The Real Cost of Overlooking Main Street in Your Portfolio Not long ago, I was fully committed to the traditional path. I maxed out my retirement accounts.I followed market trends, trusted in index funds, and stuck to the Wall Street playbook. On paper, everything looked right.But deep down,...
15Sep

Why Wall Street Falls Short on Personalized Investing

Why Wall Street Falls Short on Personalized Investing You’ve worked hard to build your wealth. You’ve made sacrifices, stayed disciplined, and played the long game.Now, you deserve more than just a “safe” investment plan—you deserve one that’s truly aligned with your goals. But here’s what many high-income...
28Mar

How to capitalize on pandemic-induced hotel demise

How to capitalize on pandemic-induced hotel demise If you missed Big Mike’s and my webinar about hotel conversions, I suggest you give it a look! We’ve discussed hotel investing in the past, and this webinar was the first time we dived into the details of hotel...
04Jul

How (Where to look for?) to Find Syndication Investments

Where to look for Syndication Investments? Investing in syndications can yield returns, which may potentially meet or beat the historic average of the stock market, while also offering certain tax advantages.  If you’ve decided this form of passive real estate investment is right for you, the...
03Nov

Interpreting the Private Placement Memorandum (PPM)

Interpreting The Private Placement Memorandum One of the important syndicator’s jobs is a role of an investors' liaison. This entails, among a multitude of responsibilities, managing clients’ relationship. Real estate deals are offered by syndicators (check out my article, “
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...