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
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
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
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
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
HOW TO TACKLE 3 RETIREMENT FEARS (This is also available as a 11-minute YouTube video. Here is the link: https://youtu.be/ATwNUh0RZ44 ) Retirement can be exciting
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
Are you taking advantage of these five benefits? Watch the YouTube video here. Five Reasons Real Estate is an IDEAL Investment DISCOVER 5 REASONS WHY
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
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
John, like many, wanted his hard-earned money to work for him without the daily grind of property management. After careful research, he took the plunge into multifamily passive investing. On paper, it seemed ideal – steady cash flow, appreciation, and no hands-on management. But as John soon discovered, passive investing wasn’t as carefree as he imagined.
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
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
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
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
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