Syndication: Common Financial Metrics and Key Terms to Understand
Wednesday, September 05
On every deal we syndicate or review there are financial numbers and metrics that are common. I also get plenty of questions from investors on them. I’m going to run through some of the ones that I think are important, not getting too bogged down but staying at a level that I think most new inv...
Syndication Sponsor, Operator or Both – What’s the Difference?
Sunday, July 29
I get this question often especially as I start to sponsor some of my own syndication deals. When I started in the business, I primarily worked with a sponsor / operator who fulfilled both roles. I’ll set out here to explain the differences and help you understand what advantages or opportuniti...
Growth with Downside Protection - 3 "All Weather" Niches to Invest In
Saturday, June 16
Whether you are in the camp that this economic expansion has long legs or starting to get concerned about how to protect your assets in a downturn or minimize damage, I wanted to share 3 niches that I invest in. These 3 commercial real estate niches self-storage, manufactured home parks and valu...
6 Apartment Investing Strategies to Minimize Rising Interest Rates
Thursday, May 10
For an investor, interest rates are one of the main financial elements that can make or break the beauty of a deal. The fact is that it is almost impossible to predict what interest rates are going to do. Rising interest rates can have adverse effects on investment real estate through higher borr...
How I Raised $4,000,000 in 48 Hours
Saturday, April 14
Last week over a two-day period I raised $4,000,000 in capital to help our sponsor team position itself to acquire a 550 plus unit apartment community in Dallas. This wasn’t one person handing me a large check, far from it. For those older folks, I think of myself as the Pete Rose of capital rai...
Real Estate Markets and Cycles
Wednesday, March 21
Real Estate Market Cycles: What are they and how do they work ?Have you ever met someone in the real estate investment business that just seems to have the ‘gift’? They never seem to miss a beat, land all the right deals and are in all the right markets at the best times. There is an aura about t...