Use Private Equity Commercial Real Estate to Diversify Your Portfolio

Diversity is everything when it comes to a strong investment strategy. Some investors can’t relax because they are worried about the stock market volatility. Even though the stock market might be high right now, it’s hard to predict the downswings that might happen in the future. Whether you’ve invested in the stock market, bonds, or other [...]

Self-Directed Roth Commercial Real Estate

Did you know that retirement savings in a Roth IRA aren’t limited to investments in stocks and bonds? In the past, it has been common for investors to use traditional investment assets for these accounts. But new opportunities are growing in popularity and could lead to higher gains in the future, such as self-directed Roth commercial [...]

Self-Directed IRA Rules to Know Before Investing

Putting your money into an Individual Retirement Account (IRA) can be a good strategy to ensure that you have the finances needed to support your lifestyle in the future. But it is important that you learn the regulations and guidelines to the way the money can be accessed and invested. In this article, we are looking [...]

Investors Need to be Aware of These Self-Directed IRA Risks

Do you have an IRA to use as a vehicle to build wealth for retirement? An Individual Retirement Account (IRA) is a common way for people to set money aside and grow their finances for future expenses and retirement living. As with all investments, some pros and cons need to be considered. It is important that [...]

Self-Directed IRA Myths: Sifting Truth in the Industry

If you are looking for investment alternatives to bonds and stocks, then you might be considering options to pair an IRA account with commercial real estate investing. But even the savviest investors can be confused by common self-directed IRA myths. Here are five of the most common things that are misunderstood about self-directed IRAs: 5 Self-Directed [...]

Losing Money with Crowdfunding: What Would That Look Like?

Every investor has the intention to maximize profits when putting money into new ventures and projects. While there are many times when investments are successful, you also need to be prepared for potential losses as well. Losing money with crowdfunding is something that is feared by many new investors. But you don’t have to be scared [...]

Crowdfunding Tax Law Changes and How They Impact Investors

Significant tax law changes were established in 2012, changing the way investment opportunities were offered in the real estate industry. When these crowdfunding tax law changes went into effect, it lowered the barrier of entry to make real estate investing a possibility for people who don’t know much about the industry. How Things Shifted with the [...]

Crowdfunding Risks: Know the Industry Before Investing

Crowdfunding is gaining in popularity in recent years. These investment platforms are opening up opportunities that weren’t previously available to average investors. By using a shared pool of resources, it is possible for people to get started with relatively small investments. While there are many opportunities to profit, it is important to learn about crowdfunding risks [...]

Crowdfunding Companies to Consider for Your Investments

The investment platform that you choose for your retirement funds will have a direct impact on the lifestyle that is enjoyed in your golden years. Are you putting your money in trustworthy, reliable investments? It can be an overwhelming decision to choose the right investment firm when you find so many crowdfunding companies in the industry. [...]

Commercial Real Estate Crowdfunding – The Right Choice for Investors?

In the past, investors interested in commercial property development or ownership faced two options: come up with the cash or qualify for a loan to cover the cost of the project. Most people don’t have cash in the bank to pay for a commercial building outright, so they turn to private investors who bring the money [...]

Investing in Commercial Real Estate Using Self-Directed IRA

There’s no doubt that commercial real estate is a great option for people looking to diversify their investment portfolios. Whether you are thinking about office buildings or retail property, you might evaluate various funding options so that you can get in on the action with real estate investing. One solution is commercial real estate using self-directed [...]

A Fuse Burning at Both Ends

Great wealth has been grown and preserved by investing in commercial real estate assets, and one of those reasons is for what I like to call “the fuse burning at both ends” concept. Lenders love commercial real estate. It is a highly financeable, secured asset that does not move. That’s why the bankers love it. When you [...]

Conducting Thorough Due Diligence

When you are purchasing something for several million dollars, it is incredibly important that you give yourself an opportunity to conduct serious due diligence on the isolated asset. At our firm, we have over a 100 point checklist of documents and items that need to be reviewed and cleared before we can close. No matter what [...]

Which Kind of Real Estate Investor Are You?

There are many ways to invest in real estate. Many asset classes. Many styles. Many locations. Etc. Savvy investors are able to generate a return on investment in many unique niches. But ultimately, it comes down to two very distinct styles. 1. Buy and Hold 2. Value Add Buy and hold investors acquire real estate simply [...]

Understanding the CAP Rate

In previous posts, I've discussed NOI or Net Operating Income. In case you missed it, your net operating income is the amount of income a property is throwing off after all expenses like taxes, insurance, utilities, and maintenance, but before debt service. Once you have a handle on the properties NOI, which is a concrete number, [...]

Understanding Net Operating Income

The first question out of my mouth when someone is presenting a deal to me is: "What's the current net operating income (NOI)?" Net operating income is the amount of income a property is throwing off after all expenses like taxes, insurance, utilities, and maintenance, but before debt service. The reason we do not initially look [...]

Commercial Real Estate Tax Benefits

Depreciation, 1031 Exchange, Long Term Capital Gains Over the next few articles, we're going to briefly explain why real estate is a truly tax-advantaged asset class. First, we'll talk depreciation. As time goes on, history has shown real estate overall as an asset class goes up in price. But one of the great advantages of investment [...]

Investing In Commercial Real Estate Vs Residential Real Estate

I'm often asked by prospective investors and partners if we ever get involved in residential real estate deals. While I know many successful home builders, rehabbers, and residential landlords, my answer is always the same: NO While I have been involved in successful residential deals in the past, these days our firm solely focuses on commercial [...]

Middle Market Deals Offer Superior Risk Adjusted Returns

Middle market deals ($5 to $50mm) are the ideal acquisitions targets for commercial real estate investors seeking to generate superior risk adjusted returns. Superior not only to other commercial real estate assets, but to all other investment opportunities in general in my opinion. Why middle market assets? The middle market sits in a perfect “white space” [...]

The Commercial Real Estate CAP Rate Trap

One of the most important metrics an investor looks at when analyzing the acquisition of a piece of commercial real estate is the CAP rate. The CAP rate is the property's net operating income (NOI) divided by its hypothetical purchase price. It’s a straightforward way to figure out how many times “earnings” a property is being [...]