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The True Story of a Syndication Gone South

Friday, January 29

A Syndication Gone South It’s what every syndicated investor fears. You have handed over your hard-earned money to the sponsor. You expect the distributions to start on time and generally reflect the proforma. Then, in a few years the asset will sell for an amazing profit and everyone involve...


Turn Your House into a Bank ... AKA The HELOC Snowball

Saturday, January 23

How to Turn Your House into a Bank … AKA The HELOC Snowball™ There is a lot of debate as to whether or not you should pay off your house. I think that we should be asking a different question. How best can you utilize the equity in your house? There are some significant hurdles to overcome whe...


The Self Directed IRA for the Layman

Friday, January 15

The Self-Direct IRA What is a self-directed IRA (SDIRA)? Per Investopedia … A self-directed individual retirement account (SDIRA) is a type of individual retirement account (IRA) that can hold a variety of alternative investments normally prohibited from regular IRAs. Although the account is ad...


My Self Directed IRA Journey

Wednesday, January 06

My Self-Directed IRA Journey A few years ago, I started to truly see the benefit of investing in syndicated deals. I had invested in quite a few. Most were performing as expected and some were outperforming. I had decided to get serious about allocating a significant portion of my portfolio t...