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 […]
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 […]
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 […]
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 […]
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 […]
Exploring New Opportunities
EXPLORING NEW OPPORTUNITIES Ask These Questions Before You Invest I recently had a relative contact me who was approached about investing in a business with someone who is syndicating. They were looking for limited partners. He was considering investing as a limited partner in this business and had a few questions. Have I heard of […]
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 […]
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, […]
FIRE — An Introduction
F.I.R.E. — AN INTRODUCTION Seven-minute Video helps define the terms in the Fire Movement WHAT IS F.I.R.E.? Mike Jacobson and Harland Merriam introduce what is known as the FIRE Movement. This is an approach and set of actions to achieve financial independence as soon as possible. When you are financially independent you don’t need to […]
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 […]
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, […]
A Deal from Start to Finish
A DEAL FROM START TO FINISH You can learn from our experience of finding, buying, operating, and selling a 128-unit apartment complex. It was a bumpy ride, through Covid and eviction moratoriums, and other surprises. But, we made it from start to finish. Most importantly, our investment partners received an appropriate return. Two of our […]
MEETUP – Wednesday, August 16, noon
FROM ACQUISITION TO SALE What is it like to run the complete cycle of a multifamily property? At this week’s virtual meetup group on Zoom, Mike Jacobson and I will share a brief story of our recent sale of a large multifamily property in Tallahassee. See the picture for a birdseye view of the complex. […]
Get the Benefits of Networking
Without Leaving Your House GET THE BENEFITS OF NETWORKING Without Leaving Your House We screwed up. We hit the pause button on our monthly networking event. People asked when we were having the next meeting. They missed the interaction with other investors. People who are purchasing multi-family properties and creating value. They missed hearing from […]
Three Different Investors
THREE DIFFERENT INVESTORS Which is more like you? At Attune Investments, we serve a whole range of investors. Each individual has a different goal for their investments. Each has a different tolerance for risk. Each has their own story. We take time to get to know our potential investors, to make sure they have the […]
Reducing Portfolio Risk When Approaching Retirement
What Are The Risks That We Are Missing? REDUCING PORTFOLIO RISK WHEN APPROACHING RETIREMENT What Are The Risks That We Are Missing? One of the greatest fears many people have is running out of money in retirement. Sometimes fear causes us to make less than ideal decisions. Some people put their money into an annuity […]
How to Get Started in Multifamily Investing
HOW TO GET STARTED IN MULTIFAMILY INVESTING 4 paths toward your goal Luis and I were talking on the phone this morning. He is a college basketball coach in New England. We worked together several years ago as he got started in real estate investing. He bought his first duplex and has since added on […]
Amortization is a Beautiful Word
AMORTIZATION IS A BEAUTIFUL WORD It puts money in your pocket. ONE WAY TO PUT MONEY IN YOUR POCKET Owning an apartment complex can put money in your pocket. Hopefully, the complex will cash flow each month, creating a steady stream of regular income. But, there is another way your complex puts money in your […]
5 Ways To Get Started In Multifamily Investing
5 WAYS TO GET STARTED IN MULTIFAMILY INVESTING Plus An Easier Way So, you want to get started investing in multifamily properties. You see the benefits. You think this will be a better investment. But, how do you get started? 1. DO IT YOURSELF. If you are someone who is bold and works well alone […]