Is your portfolio at risk if the market crashes
Wednesday, October 10
If the title of this article grabbed your attention, you’re likely not new to the world of investing. You are likely very familiar with the word “diversification”, and you may have even read my article, Don’t Put All Eggs in One Basket. Hence when looking at your 401(k) portfolio or your IRA you ...
Securities Offering Documentation
Sunday, September 02
When it comes to investing in an apartment building syndication, you will have to review a number of documents including but not limited to executive summary, private placement memorandum, subscription agreement, operating agreement, and several others. Let’s cover each of them separately: 1. ...
The power of passive real estate investing
Monday, August 20
Imagine you purchased a rental property. Don’t be surprised if you get a phone call at 2AM from one your tenants stating that the pipes froze and started leaking. Needless to say, this needs to be fixed immediately. The property is 1 ½ hours away from your house, and your plumber just left for v...
Questions to ask a syndicator
Saturday, August 04
The list of questions to ask a syndicator can become exponentially long and one cannot possibly cover all possible questions. My goal here is to give you guidance and a general idea about the type of questions to ask when you speak with a syndicator (aka deal sponsor) that you have not dealt with...
Don't put all eggs in one basket
Sunday, July 29
During the days when I invested only in the stock market, I always remembered one golden rule; "Diversify". So, I did. I invested in stocks, bonds, and mutual funds. And then within each class of stock market investments I diversified even further. For example, when it came to investing in stoc...
Care For Your Investors Like Mom Cares For You
Thursday, July 05
Who do you know that gives you unconditional love and attention? You guessed correctly – your mom! Remember those good old days when you were a little kid and you relied on your mom to take care of you? Your mom drove you to your school and activities every day, fed you, dressed you, and nursed y...