Don’t Invest In Syndications: Without Knowing These 3 Things First If you’re approaching retirement—or already there—you may be rethinking how your money is working for
SOLUTIONS FOR TIRED LANDLORDS Fred has been buying real estate for years and has a nice sized portfolio. But something has changed. He likes the
TRUST FIRST INVESTING Better Returns / Fewer Regrets Seasoned multifamily real-estate partners Harland Merriam and Mike Jacobson unpack why trusting the people behind the deal
Are You Prepared To Take Quick Action? Sometimes opportunities come quickly without much notice. We might not even notice them unless we know what to
5 CRITICAL QUESTIONS TO ASK BEFORE INVESTING When you invest in a multifamily deal, you’re trusting someone else to steward a chunk of your wealth—often
LIVE YOUR LEGACY The conversation revolves around the themes presented in the book Die With Zero by Bill Perkins, which encourages people to reconsider traditional
AVOID REGRET Be sure to have someone you trust help you with your investment decisions Avoid Regret: Why You Should Always Vet a Multifamily Investment
There are many things to learn about when considering retirement. Such as when to take retirement benefits, if any. When to take Social Security. How
TELL US WHAT YOU WANT What is a question or concern you have about investing in multifamily syndications, or in growing your nest egg, or
Click here to watch the video. Watching your portfolio grow can seem like a long road trip. It can seem the destination is far away.
WHEN THE MARKET SHAKES 3 STRATEGIC MOVES FOR INVESTORS It is hard to ignore what is happening in the stock market, the price of gold,
Click here to watch the YouTube video: For some people, April 15 means taxes are behind us. For others, extensions have been filed. But taxes
WANT BETTER RETURNS? You might be able to get 4% or even 5% on your “short term” funds if you have a savings account or
Funding Your Retirement Vision Creating a retirement vision starts with household conversations about individual and combined goals. It’s important to define your desired lifestyle, such
VOLATILITY: WHAT TO DO WITH IT? Volatility jumped back into our awareness recently, with the 10% correction in the stock market. By volatility, we mean
Real estate syndications can be powerful investment vehicles to grow your wealth. Some people are asking if they can invest in these syndications with their
REASONS WHY YOU WANT TO MAKE A “SOFT COMMIT” In the world of multifamily real estate investing, opportunities can come and go quickly. As one
Many savvy investors are aware that they can use their IRAs and certain 401(k) accounts to make money in real estate. Some use the Roth
5 QUESTIONS BEFORE INVESTING Imagine you have reached retirement five to ten years from now and everything is in place. You have a nice nest
Many investors have heard of syndications. Investors who want to be limited partners need to know not only the benefits, but also the potential risks.
Invest Smarter in Multifamily Real Estate—Without the Headaches Real estate has long been a powerful tool for building wealth, but not everyone wants the hassle
We are living in a time with significant political and economic changes and uncertainty. How will this impact our investments? The winds are always changing.
FROM RETIREMENT TO FINANCIAL FREEDOM Imagine stepping into retirement with peace of mind, knowing your savings are growing steadily and securely. We share the story
COMPOUND YOUR KNOWLEDGE FOR BETTER RETURNS Dave Ramsey talks about using a debt snowball to pay down debt. We discovered that what’s even better is
Watch or listen to the video on YouTube: You can also read a summary here. One Key To Prepare For Retirement Surprises When we were
We wish you a wonderful New Year. HERE IS A SHORT YOUTUBE VIDEO GREETING FROM MIKE AND HARLAND If you are thinking about being ready
We wish you a Merry Christmas and hope you will enjoy this video from Attune Investments. HELP US GET TO KNOW YOU BETTER. We
You Don’t Need To File With FinCen At This Time This week we are discussing the recent ruling by a Texas judge that the Corporate
INVEST WITH THE BEST OF THE BEST (Note: Watch the YouTube Video of the 8-minute conversation summarized below by clicking HERE) Mike Jacobson and I
As the year draws to a close, multifamily investors have a limited window to implement tax-saving strategies. In a recent discussion, Harland and I highlighted
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