The beautiful thing about achieving financial freedom is that it gives you the means to give back. Of all the investors I know, the majority who quit their jobs with multifamily go on to pursue a greater purpose, using real estate as a vehicle to make...
The 1031 Exchange is the best-known way to defer capital gains on the sale of a property. The problem for syndicators is getting ALL of your limited partners on board—which is next to impossible. So, what do you do if several LPs want to cash out...
We all want to be the best version of ourselves for the people we love and lead. But most of us don’t think we can BE happy or fulfilled until we HAVE the things we want. What if we’ve got it backwards? What if we start with daily dedication to...
‘Don’t be afraid. This is totally doable.’ Of all the people who are exposed to real estate on a regular basis, very few take action to become investors themselves. If awareness is not the problem, then what is? Why do so few real estate agents,...
Most of us don’t see ourselves as salespeople. We believe you have to be an attack dog to do well in sales, and that’s just not us. But according to Blair Singer, we can make a lot of money just being ourselves. In fact, there are several...
Close your eyes and imagine for a moment how it would feel to quit your W-2 job. Imagine having the freedom to control your own time—and financial destiny. Imagine having the passive income to cover your expenses and provide for your family...
There are a number of different ways to get your multifamily investing career off the ground. You might choose to buy a small property with your own money or learn the business as a passive investor in a syndication. You could take on the role of...
Three years ago, I met the legend Robert Kiyosaki on Summit at Sea. Of course, I knew him from his bestselling books about investing and personal finance, so I was taken aback by the spiritual language he used in his presentation. When I asked him...
The real world is not HGTV. If you are a high-earner looking to get into the real estate game, it is important to understand just how much work is involved in being an active investor. There is a lot of competition in the space, and good deals are...
Are you using your IRA to invest in a multifamily syndication? Then brace yourself for an unexpected tax bill when the asset sells. If, on the other hand, you’d prefer not to owe the IRS for Unrelated Business Income Tax (or UBIT), it’s time to...
So, you want to achieve financial freedom with real estate investing, but you’re a busy person with a demanding job and a lot of responsibility. You don’t have time to learn the ins and outs of putting together an advisory team, finding a good...
The vast majority of real estate investors were blindsided by the crash in 2008. And with many economists warning that we’re headed toward another downturn, it is prudent to take off our rose-colored glasses and move forward with an eye to the...
Real estate investors have a tendency to look down on paper assets, arguing that the stock market is an ill-advised place to keep your money. We talk about the volatility of stocks and avoid paper assets like the plague, assuming that there is no way...
Raising capital is crucial in making a real estate syndication happen. But how do you connect with high-net-worth individuals who are interested in multifamily? And then, how do you build trust with those prospective investors? One strategy is to...
Too many of us get to the end of our lives and ask, “Why didn’t I follow my passion?” But what if you didn’t wait? What if you asked yourself the tough questions NOW? What if you put your energy and resources into the thing that really makes...
In a perfect world, honest real estate investors would never have to deal with frivolous lawsuits. But we live in the real world where being sued is a very real possibility. So, how do you protect yourself so that an angry tenant cannot get to your...
In a climate where good deals are hard to find, off-market opportunities are key for multifamily investors. But how do you find property owners who might be willing to sell? And once you’ve tracked them down, how do you leverage marketing strategies...
Imagine having the financial security to do what you love, to pursue work that brings you joy—even if that work happens to be in an unpredictable industry. Mark Hentemann began his career in entertainment as a starving artist in New York City, often...
“I want to see the world. I want to experience life because I almost lost mine.” What if something happened and you could no longer work? How would you and your family survive? AJ Osborne found himself in that precarious position 18 months ago,...
As a multifamily syndicator, one of your most important responsibilities lies in building long-term trust with investors. And when you are dealing with a handful of high-net-worth individuals, it is fairly easy to keep track of who has committed to a...
As a financial planner, Jason Harris helped clients prepare for retirement. At the same time, he was building a real estate portfolio to replace his W-2 income. And last Thursday, he retired from financial planning (in his early 30’s!) to pursue...
As multifamily syndicators, we are focused on finding quality deals and raising money. But securing the financing you need can make or break a real estate deal and reaching out to your lender early in the process will save you a great deal of...
When you hunt, the prey runs away. But when you fish, you simply put a lure in the water and let the fish come to you. Tim Bratz likens raising private money to fishing: You provide value through education and intentional conversation—and then wait...
So, you’re on the phone with a real estate broker or a potential investor. Chances are, they’re Googling you to see if you’re the real deal. If they don’t find a website, it’s unlikely they’ll take you seriously. And if they find a poorly...
