22Mar
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...
06Jan
Investing with IRA funds
Investing with IRA funds So you finally left the job that held you back and started a new one. You're excited and willing to work extra hard to make the new one a complete success. You selected your new medical benefits, dental plan, chose a new gym...
30Dec