General and Limited Parters — A Great Team
GENERAL PARTNERS AND LIMITED PARTNERS – A GREAT TEAM Often investing in multifamily properties involves a partnership of two types of investors. Both are extremely important to the success of the investment. I have been both. Both are great ways to access the amazing returns that multifamily properties offer to us. Which are you? Which […]
Four Key Elements to Consider
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 portfolio diversification. However, it’s crucial to thoroughly evaluate the investment before committing your capital. In this blog post, we will delve into four critical elements to consider: (1) the sponsor’s […]
The 4-Percent Rule Is Wrong
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 looking at investments. But they can also be misleading. A Good Tool In the FIRE movement, Financial Independence, Retire Early, the idea of the 4-percent rule has been used to […]
Can You Find a Deal In This Market?
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 talk with Tim Davis in our Multifamily Meetup this week. Tim and his team demonstrated both patience and great negotiating skill in their recent acquisition. You will hear their story […]
Is There A Monkey On Your Back?
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 monkey in the car as a daily reminder that while she takes care of her patients, she should not take on someone else’s workload. She should not put someone else’s […]
Discover 3 Benefits For Limited Partners
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 you don’t have enough money to invest in real estate? Is it a struggle to balance family or personal life with work and finding time to manage your investments? Are […]
Insurance Q&A With Colleen
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 the link to the 45 minute conversation. https://youtu.be/qOyvHL0MbzQ Colleen addresses questions such as: Colleen was so helpful in spending time with us, answering our questions, and communicating so clearly on […]
How Good Is Your Investment Advice?
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 Decisions Have you ever received bad advice regarding an investment? Maybe it was a stock tip that turned out to be a bust. It might have been a friend or […]
Do Your Investments Have an Impact?
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 128 units we purchased in Tallahassee was owned by seventeen investors who were seeking an appropriate return for the risk they were taking with their investments. Each of us valued […]
Real Estate Wealth Without Tenants And Toilets
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 Get Your Life Back And Grow Your Portfolio Many people get excited about making money in real estate. The TV flipping shows make it look easy. But they don’t show […]
9 Key Elements of a 10-Minute Quick Analysis of a Complex
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 deals and making smart choices of properties on which to make an offer. We have developed a quick, 10-minute approach to checking out offerings as they hit our desk. This […]
To Roth or Not To Roth
Did The SECURE Act Set A Time Bomb In Your IRA? To Roth Or Not To Roth Did The SECURE Act Put A Time Bomb In Your IRA? Updated April 15, 2024 As we approached the normal tax filing deadline, did you ask yourself if there are any moves to consider making to save money […]
When Investments Fall Short
WHEN INVESTMENTS FALL SHORT Navigating Disappointments I remember a stock I bought back in 1999, which had such promise, but it did not perform as I expected. I lost a portion of my investment on that one. I remember a flip I did that just barely broke even after I had completed the renovations and […]
Location, Location, Location
Choosing Where To Invest In Real Estate LOCATION, LOCATION, LOCATION: Choosing Where To Invest In Real Estate You may have seen it in the headlines or the news. A squatter moves into a house and it takes months for the rightful owner to regain possession of the property. We are not talking about tenants who […]
Where Do You Think We Are?
WHERE DO YOU THINK WE ARE? In the multifamily market life cycle A QUESTION I put up a poll on Linkedin this week, asking this question, “Where are we on the multifamily life cycle right now?” The choices were: – Recovery after a Bottom – Expansion up […]
Multifamily: A Stable Investment
MULTIFAMILY: A STABLE INVESTMENT So, you are considering investing in an apartment complex. You realize there are significant beneficial features of real estate investments when compared with others, such as stocks, mutual funds, or gold. AN IDEAL INVESTMENT Mike shared five of these benefits last week: Income, Depreciation, Equity build-up, Amortization of the loans, and […]
Discover 5 Reasons Why Real Estate Is An IDEAL Investment
Are You Taking Advantage Of These 5 Benefits? Watch the YouTube video here. DISCOVER 5 REASONS WHY REAL ESTATE IS AN IDEAL INVESTMENT Are You Taking Advantage Of These 5 Benefits? A few years ago my wife and I were driving on our way home from a vacation. We checked her company stock and it […]
TAKE CONTROL OF YOUR F.I.R.E. JOURNEY
The journey towards FIRE is not just about retirement; it’s about gaining control over your life, having more choices, and enjoying financial freedom. Let’s revisit the steps that have been outlined and discover how we can build confidence and take practical steps toward achieving FIRE.
7 Steps in the Life Cycle of a Syndication
7 STEPS IN THE LIFE CYCLE OF A SYNDICATION The pursuit of financial independence and retire early has gained traction in recent years. The F.I.R.E. movement teaches ways of achieving an early retirement by having more passive income coming in than expenses going out. One of our favorite tools is participation in a partnership to […]
Unlocking the Door to Passive Real Estate Investments: A Dive into Multifamily Syndications
UNLOCKING THE DOOR TO PASSIVE REAL ESTATE INVESTMENTS: A DIVE INTO MULTIFAMILY SYNDICATIONS Introduction Greetings, fellow investors! Today, we’re delving into the world of multifamily real estate investments and the dynamic realm of partnerships. Buckle up as we unfold the reasons behind our preference for multifamily ventures and the transformative power of syndications. The Appeal […]
Unlocking Financial Independence
UNLOCKING FINANCIAL INDEPENDENCE The Power of Passive Real Estate Investments UNLOCKING FINANCIAL INDEPENDENCE We are on a mission to help guide you toward financial freedom. In our recent episodes, we’ve been diving deep into the world of Financial Independence, Retire Early (FIRE). Up to now, you have realized you can reach financial independence earlier than […]
Setting Milestones On The F.I.R.E. Journey
Financial Independence, Retire Early Click here to watch the video, or keep reading below for the transcript. SETTING MILESTONES ON THE F.I.R.E. JOURNEY Financial Independence, Retire Early Transcript Mike Hi, I’m Mike Jacobson and with me is Harland Merriam. Together we are Attune Investments and today we are talking about F.I.R.E., Financial Independence, Retire Early. […]
First Three Steps to Achieve FIRE
Financial Independence, Retire Early Click the image to watch the video, or keep reading below for the transcript. FIRST 3 STEPS TO ACHIEVE FIRE Financial Independence, Retire Early Transcript Mike Hi, Mike Jacobson here. Harland And I’m Harland Meriam. Mike Together we’re Attune Investments and we are putting together a series of videos about FIRE, […]
Avoid These IRA Mistakes
By Asking The Right Questions AVOID THESE IRA MISTAKES By Asking The Right Questions IRAs have become popular as a means to save and invest for retirement. They can also provide a tax deduction. People have learned that they can transfer retirement funds from old 401(k) accounts to IRAs that they control. Some savvy investors […]
Virtual Meetup – October 18 at noon
VIRTUAL MEETUP Connect with Other People Like You Jump on a one-hour virtual Zoom call next Wednesday, October 18, 2023, at 12:00 noon (Eastern). Here is the link: https://us02web.zoom.us/j/84094367801?pwd=RldvMnVzc3k0QVdvcGYyY2JYSnNrdz09 You will · Meet other active multifamily investors · Be able to ask questions · Tap into […]
What Is Your Financial Independence ETA?
Can I Retire Yet? WHAT IS YOUR FINANCIAL INDEPENDENCE ETA? Can I Retire Yet? Are We There Yet? How much longer? When can I retire? Have you ever asked yourself these questions? Over time, as our nest egg grows, we might start sounding like kids in the back seat of the car on a long […]
Can You See the Opportunity?
CAN YOU SEE THE OPPORTUNITY? Excellent Deals for Multifamily Investments are Coming GOOD DEALS ARE OUT THERE The whole commercial investment space is definitely facing headwinds these days. For example… · Rising interest rates put real pressure on the cash flow at a given net operating income. · For Florida properties, and in […]
Are Your Dreams Big Enough?
Get More Benefits From Networking ARE YOUR DREAMS BIG ENOUGH? Get More Benefits From Networking A major financial planning myth was a lie. Spending was supposed to go down in retirement. Their justification seemed reasonable. It came from multiple sources – financial magazines and financial planners. There would not be a need to contribute to […]
The First Time is the Hardest
THE FIRST TIME IS THE HARDEST 3 Tips for Passive Real Estate Investing It is true about speaking in public, about stepping into the batter’s box, about asking someone out on a date, about having a baby… The first time can be the hardest. It is also true about your first investment in real estate, […]
How To Acquire Real Estate Today
HOW TO ACQUIRE REAL ESTATE TODAY: 3 Parameters to Assess a Property Investing can be challenging and confusing. Where should I invest cash today? Real estate investments have enjoyed nice returns through appreciation. But the market has been changing. For example: Inflation is slowing. Rent growth is slowing. Interest rates continue to rise. Inventory is […]