
Invest with “The Best of the Best”
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

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

Crush your Top 3 Fears as a First-Time Multifamily Investor Unlock the Confidence to Succeed Multifamily syndications offer incredible opportunities to build wealth and create

FROM ANXIETY TO ACTION: HOW SMART INVESTORS ARE SECURING THEIR RETIREMENT TODAY It is natural to feel a mix of emotions as you anticipate retirement

How to Ensure Your Savings Last as Long as You Do PLANNING FOR TOMORROW: Navigating Longevity Risk in Retirement How to Ensure Your Savings Last

5 THINGS TO CONSIDER ABOUT INVESTMENT FEES AND EXPENSES Managing Your Concerns About Possible High Fees and Expenses In Multifamily Syndications INTRODUCTION Mike and I

Does Your Investment Mix Align With Your Risk Tolerance And Financial Goals? ASSET ALLOCATION MIX Does Your Investment Mix Align With Your Risk Tolerance And

Top 5 Concerns for First-Time Multifamily Syndication Investors (and How to Overcome Them) 15 Ways to Address Them So Fear Doesn’t Stop You from Starting

VERIFY THESE ASSUMPTIONS BEFORE YOU INVEST IN A SYNDICATION Last week Harland talked about getting to know the syndicators. This week is about understanding the

ASK THESE 3 QUESTIONS Before Investing with a Multifamily Syndicator Investing in multifamily syndications can be a great way to diversify your portfolio and achieve

Are You Voting To Protect Your Investments and Income? ELECTIONS HAVE CONSEQUENCES Are You Voting To Protect Your Investments And Income? Every election cycle we

THREE WAYS TO GET TAX-FREE MONEY FROM REAL ESTATE Recently I heard someone say, “It’s too bad there’s not a way to grow and pull

4 CRITICAL RESPONSIBILITIES TO KNOW ABOUT YOUR MULTIFAMILY OPERATOR As a Passive Investor, Your Success Depends on Them Being Very Good at These When you

You Take It All With You HEIR TODAY, GONE TOMORROW You Take It All With You Some people say when you die you can’t take

5 EXCELLENT WAYS TO INVEST IN MULTIFAMILY PROPERTIES, PASSIVELY Like Choosing Your Ice Cream Flavor Similar to the girl trying to decide which flavor of

Is The Juice Worth The Squeeze? DO YOU PREFER ACTIVE OR PASSIVE INVESTING? Is The Juice Worth The Squeeze? I enjoy a glass of fresh

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

Take Action To Protect Your Rights – Or Lose Them DON’T LET THIS HAPPEN TO YOU Take Action To Protect Your Rights – Or Lose

GENERAL PARTNERS AND LIMITED PARTNERS – A GREAT TEAM Often investing in multifamily properties involves a partnership of two types of investors. Both are extremely

Why Does It Matter? COULD YOU BE AN ACCREDITED INVESTOR? Why Does It Matter? Have you ever missed out on an investment because you didn’t

FOUR KEY ELEMENTS TO CONSIDER When considering a multifamily syndication. Investing in multifamily syndication can be a lucrative venture, providing opportunities for significant returns and

Here’s Why THE 4-PERCENT RULE IS WRONG HERE’S WHY We tend to like keeping things easy and simple. Rules of thumb save us time when

CAN YOU FIND A DEAL IN THIS MARKET? Tim Davis shares how he did TIM DAVIS HAS A STORY TO TELL You will meet and

IS THERE A MONKEY ON YOUR BACK? Some years ago my wife, Barb, was given a stuffed monkey by her office manager. She kept the

DISCOVER 3 BENEFITS FOR LIMITED PARTNERS Do you ever feel like you don’t have enough time to find great investments? Have you ever thought that

INSURANCE Q AND A WITH COLLEEN We met with our insurance broker, Colleen Pacheco, this past Wednesday in our monthly Multifamily Virtual Meetup. Here is

3 Tips To Get Better Intelligence Before Making Financial Decisions HOW GOOD IS YOUR INVESTMENT ADVICE? 3 Tips To Get Better Intelligence Before Making Financial

Photo by Nathan Lemon on Unsplash DO YOUR INVESTMENTS HAVE AN IMPACT? Your investments do have an impact. ON YOU AND YOUR FAMILY The large

Here Are Three Ways To Get Your Life Back And Grow Your Portfolio REAL ESTATE WEALTH WITHOUT TENANTS AND TOILETS Here Are Three Ways To

9 KEY ELEMENTS OF A 10-MINUTE QUICK ANALYSIS OF A COMPLEX As multifamily investors, we understand the need to move fast when checking out potential