Emotional Discipline in Your Investment Decisions
Saturday, August 17
Investing can feel like an emotional rollercoaster, a lot of the time our emotions are leading us to make decisions driven by feelings rather than facts. Have you ever noticed how some investors can remain calm and rational, even when the markets are volatile? The secret lies in mastering emotion...
Master the Art of Diversification: Strategies for Accredited Investors
Wednesday, July 10
Dear Investor, Are you ready to elevate your investment strategy? Diversification is more than just a buzzword—it's a cornerstone of smart investing, especially for accredited investors like you. Our latest guide delves into advanced diversification techniques that go beyond merely picking a vari...
Understanding the Capital Stack: A Simple Guide for Investors
Wednesday, March 06
I get asked almost daily about investment distributions, the risk vs. reward, and the timelines of different commercial real estate (CRE) investments. Understanding the capital stack is essential for investors looking to diversify their portfolios through syndications and funds. It surprises me h...
Embracing Change in the New Year
Friday, December 29
As we stand on the threshold of a new year, it's a perfect moment to reflect on our journey. Just like the changing seasons, our financial lives and the real estate market undergo cycles of growth, challenges, and transformation. What season of my financial freedom journey are you currently in? E...
Is A "Recession" Really Your Friend?
Monday, December 18
The term "recession" often sends shivers down our spines, conjuring images of economic downturns and job losses. Technically, a recession occurs when we witness at least two consecutive quarters of negative GDP growth—a period of economic contraction. While the repercussions, such as job losses ...
Mezzanine Debt in Commercial Real Estate
Monday, December 11
Investors are constantly looking for creative ways to maximize returns. Recently it has been difficult to find deals that make sense on paper. One strategy that I have seen gaining traction is mezzanine debt—opportunities for "rescue capital" where investors can secure equity-like returns in this...