29May
24Apr
The path to becoming a lifestyle investor
"The path to becoming a lifestyle investor" Interview with Justin Donald Alina Hello and welcome, everyone! We have an absolutely amazing guest for you today. His name is Justin Donald, and I want to give him the floor to share his story because it's just so absolutely incredible that...
11Apr
Interview with a passive investor
How to be a successful part-time investor Alina Hello and welcome everyone to this 2022 edition of the SAMO Financial interviews. Today we're interviewing one of our investors Marc Halpern, who in addition to being one of the investors with us, is also a very well known...
15May
What Is a Self-Directed IRA?
What Is a Self-Directed IRA? If you’d like to expand your retirement portfolio to include real estate, cryptocurrencies, commodities or other non-traditional assets, then a self-directed IRA could be an option for you. A self directed IRA is an individual retirement account that allows the holder to...
29Nov
What the changes to Biden’s Tax proposal mean for real estate investors
Biden’s Tax proposal While the drama over the next presidency plays out, some of you who invest in real estate are probably worried or at least curious about Biden’s proposed tax changes. In a nutshell, according to Biden’s tax plan, several components of Trump’s Tax and Jobs...
03Nov
What is syndication and why use different rules (506b versus 506c)
What is a Syndicated Investment? A syndication is an investment by two or more parties, such as individual investors or companies, who agree to combine their financial resources to invest in a project that would be too expensive to tackle individually. Compared to other types...
01Oct
What it takes to Build a Family Office From Scratch
What it takes to Build a Family Office From Scratch Interview with Noah Rosenfarb, CPA Alina: Very nice meeting you, Noah! Thanks a lot for agreeing to be interviewed. Can you please tell our audience a little bit about yourself, your family, your passions in life? Noah: Sure,...
05Sep
Where do you find the money to fund the properties?
Where to find the money to fund the projects? More often than not, people tend to say, “find the property, and the money will find you.” While we all wish that this stamen is correct, the devil is in the details and in reality, it is...
23Mar
Guest Post: Best Mortgage Refinance of 2020
Guest Post: Is it a good time to refinance your mortgage? While this is not a common theme for us to talk about mortgage refinancing, we thought it may be useful for some of our readers and hence sharing an article written by Ian Salisbury of...
07Dec