When Can I Retire?
WHEN CAN I RETIRE? Do your investments match your vision? Many people invest blindly. They might choose automatic contributions to a 401(k) plan because they get a tax deduction and might get a company match. Some set aside an amount they were told they should invest, like 10-percent of every paycheck. Will they have enough […]
Secrets to Making “Just Right” Investments
SECRETS TO MAKING “JUST RIGHT” INVESTMENTS The “Three Bears Test” Whether we know it or not, you and I are making our investing decisions by using the “Three Bears Test.” You remember the story called “The Three Bears”, don’t you? It is about a papa bear, a mama bear, and a baby bear. They had […]
Teaming Up For Success
Lessons from Pickleball and Real Estate Investing TEAMING UP FOR SUCCESS Lessons from Pickleball and Real Estate Investing New Year Resolutions have been made. People want to start new habits, or get to the gym, etc. It happens every year. People start something new and it might last for a few weeks. I’ve also seen […]
Finding a Solid Investment in 2023
FINDING A SOLID INVESTMENT IN 2023 Dwight’s journey from single family to RV parks. Dwight knew real estate was a great investment. SINGLE-FAMILY HOUSES. Like many investors, he started with single-family homes. And he did quite well. Over the last decade, Dwight bought and held several houses. He has been able to rent each one, […]
Don’t Set Goals For The New Year
Do These 4 Things First DON’T SET GOALS FOR THE NEW YEAR Do These 4 Things First Setting goals for the new year is common for many people. Unfortunately, many goals fall the way of New Year’s resolutions. They seemed like a good idea on January 1. Do you remember what the gyms look like […]
ENJOY THE HOLIDAYS
ENJOY THE HOLIDAYS Kick your feet up. Enjoy the holidays. We do hope you experience peace and joy as this year draws to a close and you celebrate the holidays with those you love. All the best, Mike and Harland
How To Get More From Your IRA
HOW TO GET MORE FROM YOUR IRA Boosting Returns and Reducing Risk With a 401(k) The IRA is a powerful tool. Millions of people are using them to invest for their retirement. They can reduce taxable income now and let your investments grow tax deferred, allowing you to wait and pay taxes later. But there […]
Please Give Us a Call
PLEASE GIVE US A CALL So we can share something when we get it We won’t be able to talk with you about any future opportunity we might have, unless… Unless we have a prior, substantive relationship with you, we can’t talk specifics or give you the option to invest. We would like to, but […]
Grow Your Portfolio Faster
Questions to Consider Before Year End GROW YOUR PORTFOLIO FASTER Questions to Consider Before Year End As we are approaching the end of another year, many of us are asking familiar questions. Have I met my goals for this year? What else do I need to do to get there? Should we be asking another […]
Three Things to be a Passive Investor
THREE THINGS TO BE A PASSIVE INVESTOR Know, Like, and Trust This applies for just about any investment. It sure helps with your choice of an investment advisor if you have someone invest for you. I even think it applies to purchasing individual stocks, mutual funds, and even making a deposit in a savings account […]
To Roth Or Not To Roth?
TO ROTH OR NOT TO ROTH? Did The SECURE Act Set A Time Bomb In Your IRA? Updated November 14, 2022 As we approach the end of the year, are you considering making any moves to save money on taxes? Would you like to save money on taxes in future years? One of the long […]
What Does It Take For Success?
WHAT DOES IT TAKE FOR SUCCESS? Two things! As I write this, the potential payout for the lottery is close to two billion dollars ($2,000,000,000). Maybe what it takes for success is good luck. A lot of people must think so. But do the math and you will see the odds are against them. What […]
Finding Opportunity In Changing Markets
3 Questions To Answer Now FINDING OPPORTUNITY IN CHANGING MARKETS 3 Questions To Answer Now Have you noticed changes in the real estate market recently? It seems to be in the news every day. As real estate investors, many are anxious. So are many people wanting to be homeowners. Inflation is at a 40-year high […]
A Day in an RV Community
A DAY IN AN RV COMMUNITY Explore this RV Park Investment Niche Come with us to a brand-new Recreational Vehicle Community in Alabama. We spent a day with the developers, along with about 50 operators and investors. AN “RV COMMUNITY” Notice first, with me, that it is called an RV Community, not an RV Park. […]
The Power of Compounding Interest
What Would You Do With $1,000,000 Tax-Free? THE POWER OF COMPOUNDING INTEREST What Would You Do With $1,000,000 Tax-Free? How often have you heard someone say, “I’d be a millionaire if I only had …”? It’s as if they had already given up hope. I once had a trigonometry teacher who told us he was […]
IS THERE MONEY IN AN RV PARK?
IS THERE MONEY IN AN RV PARK? Learn about this asset class How would you like to buy a “multi-family” asset for under $40,000 a “door”? What if each unit on this property rented for $750 a month and had a 50% expense-to-income ratio? And what if, each “unit turn” cost you less than $200? […]
5 Steps To Creating A Disaster Plan For Landlords
5 STEPS TO CREATING A DISASTER PLAN FOR LANDLORDS Last week we were reminded how quickly a disaster can occur. Hurricane Ian developed from a tropical storm to a Category 5 hurricane in only a few days. Sure there were projected paths. But even the projections kept changing. And the hurricane was projected to decrease […]
How Do You Deal with Uncertainty?
HOW DO YOU DEAL WITH UNCERTAINTY? Four Simple Steps Joe got scared. It was the winter of 2018. The stock market dropped almost 20% by Christmas. All of Joe’s retirement savings were invested in stocks and mutual funds. Joe didn’t know if the value of his holdings would recover or keep going down. But, he […]
The Changing Face of Financial Education
And How It Impacts Your Future THE CHANGING FACE OF FINANCIAL EDUCATION And How It Impacts Your Future I am fortunate to have obtained what I consider to be a good financial education. It wasn’t from formal education. It wasn’t from an MBA. All of my formal education, through engineering and an MBA, only included […]
Jess Wants to Invest in Real Estate
JESS WANTS TO INVEST IN REAL ESTATE Four Steps for His First Investment I received a call from Jess this weekend. A very successful mid-level manager in a big company, he is in his late 20s and engaged to be married. Investing in real estate is something he wants to do. In the long run, […]
Getting Real Estate Benefits Without Being A Landlord
GETTING REAL ESTATE BENEFITS WITHOUT BEING A LANDLORD Many millionaires obtained their wealth through real estate. Billionaires like to use real estate to continue growing their wealth. And enjoy some of the benefits. And many people see that there are benefits to owning real estate, but they don’t want to be landlords. It sounds like […]
Four Things to Do Right
FOUR THINGS TO DO RIGHT What is needed for a good deal? INTRODUCTION Come with me on an analysis of a multifamily property for a possible purchase. We will walk through a four-point checklist, kind of up at 30,000 feet, if you know what I mean. Here is how we at Attune Investments tend to […]
Coming Soon! Rent Control
COMING SOON! RENT CONTROL 4 Actions to Take Now There is a movement across the country asking for rent control. Have you seen it? Some cities have imposed it. Suddenly the threat is in our backyard. In Florida, Orange County commissioners approved a rent stabilization ordinance to be placed on the ballot in November. The […]
Boost Your Multifamily Investing Business
BOOST YOUR MULTIFAMILY INVESTING BUSINESS Strategic Multifamily Connections – a meetup group Are you an investor with money to invest or an operator looking for capital? Do you need access to fresh ideas or different perspectives to get out of a rut? Are you looking for a way to learn more about multifamily investing? Connecting […]
Why Did My Financial Planner Say That?
WHY DID MY FINANCIAL PLANNER SAY THAT? I’m writing this week while we are on a trip to Europe. We started in Germany and stayed in a small town near Oberammergau. After checking in at the hotel my mother had trouble opening the door to the balcony and asked me for help. The top had […]
Many Ways to Become a Multifamily Investor
MANY WAYS TO BECOME A MULTIFAMILY INVESTOR Which of these might work for you? JOHN’S FIRST INVESTMENT IN APARTMENTS John started investing in apartments years ago while he was still working. He started by finding an operator he trusted and investing the minimum amount of funds in a property near where he lived. John had […]
Retirement Account Secrets Your Broker Won’t Tell You
RETIREMENT ACCOUNT SECRETS YOUR BROKER WON’T TELL YOU Several years ago I was having lunch with some friends and we were discussing what we had each done over the weekend. I mentioned that I had spent the weekend learning how to use my IRA to invest in real estate. One person reacted with, “You can […]
LET’S DO THIS TOGETHER
LET’S DO THIS TOGETHER An opportunity to connect with others Are you a real estate investor, or want to be? Perhaps you want to focus on investments in apartments. You may already see the many long-term benefits. In a previous article we outlined 5 of the benefits of multifamily investments, what some call an IDEAL […]
Recessions and Inflation: What You Need To Know Now
RECESSIONS AND INFLATION: WHAT YOU NEED TO KNOW NOW Spoiler Alert: This Is Not Like The Great Recession Many people believe we are already in a recession. We are also experiencing high inflation and rising interest rates. What does that mean for our investments? What does that do to our ability to use retirement funds […]
Have You Thought About Investing in RV Parks?
HAVE YOU THOUGHT ABOUT INVESTING IN RV PARKS? Pros and Cons of RV Park Investing. The RV Park business grew from $5.48 billion to $6.32 billion in sales from 2020 to 2021. This is a 15% year-over-year increase. Perhaps you know people of all ages who enjoy RVing. Some are young families who find this […]