All Forum Posts by: Geoff Stuhr

Overview: Introduction to your fund's strategy, goals, and management team.

Investment Opportunities: Specific opportunities within the fund and expected returns.

Educational Aspect: How to participate in the fund as an accredited investor.

Overview: The role of industrial real estate in a diversified investment portfolio.

Risk Management: Managing risks associated with real estate investment.

Educational Aspect: Comparison with other types of real estate investments.

Overview: Explanation of what a 506(c) offering entails and the legal framework.

Accredited Investors: Criteria for being an accredited investor and the benefits.

Educational Aspect: Rights and protections for investors under a 506(c) offering.

Overview: Explanation of what a 506(c) offering entails and the legal framework.

Accredited Investors: Criteria for being an accredited investor and the benefits.

Educational Aspect: Rights and protections for investors under a 506(c) offering.

Overview: Define Class B industrial real estate, characteristics, and why it's attractive for investors. Focus on Wisconsin: Market analysis of Wisconsin's industrial sector, trends, and growth potential. Educational Aspect: How to evaluate industrial real estate investments.

Overview: Define Class B industrial real estate, characteristics, and why it's attractive for investors. Focus on Wisconsin: Market analysis of Wisconsin's industrial sector, trends, and growth potential. Educational Aspect: How to evaluate industrial real estate investments.

Details

Are you looking for ways to diversify your retirement portfolio and invest in real estate? Join us for an exclusive webinar hosted by Smart Asset Capital and Sense Financial, where we'll explore how you can leverage your Self-Directed IRA (SDIRA) and Solo 401(k) to invest in private real estate opportunities.

Date & Time: January 30th, 2025, 6:00 PM CST

Register Here: https://us02web.zoom.us/webinar/register/WN_bJ-fc73jSsOm6sNHJUqiUA

During this informative session, we will cover:

• The benefits of using SDIRA and Solo 401(k) for real estate investments
• How to structure your investments for maximum tax advantages
• Real estate investment strategies for long-term wealth-building
• And much more!

Whether you're new to real estate investing or a seasoned investor, this webinar will provide valuable insights into how you can use retirement funds to invest in income-producing properties and potentially boost your returns.

Reserve your spot today, and take the first step towards a smarter retirement strategy!

Looking forward to having you with us,

Geoff Stuhr

Principal, Smart Asset Capital

Solo 401Ks and Self-Directed IRAs

I am from the Midwest and have also lived in Reno, NV so I know these areas really well. I think Reno would have higher appreciation but bigger swings both up and down. It is booming though, but they are also building a ton of apartments there. The Midwestern cities generally are linear markets that don't see swings in appreciation as much as markets like Reno do, so that is something to consider. I like Grand Rapids, Columbus, and Indianapolis. I'm biased towards Milwaukee and Madison because I live here but these cities have great rental markets as well, if you're willing to consider Wisconsin I'd recommend you look at Waukesha, WI - in between Milwaukee and Madison, low crime, and great occupancy rates.

First, I'd visit some of these markets to see where you'd like to live. Secondly, I'd look at population migration trends (Reno will look very good here). I'd try to understand landlord laws in each market - i.e. figure out which markets are more landlord friendly. I'd look at crime rates and I'd also look at multifamily supply projections to see how many units are expected to come online in the next few years. 

Happy to chat through this with you and I think you have a great strategy. Best of luck!

There's a lot of other things to consider here but I'll go through your list and make some suggestions based on 10 years of investing across various asset classes - single family, multifamily, industrial, storage, retail, office, etc. and I've had experience with section 8 housing, BRRRR, flips, etc.

• Purchasing rental properties? (Best regions/areas for returns?) -- sort of depends where you live and if you want to invest out of state / have the ability to manage a team remotely, the best out of state investors are very active in managing their teams. I like the midwest (I'm from Milwaukee) but there are great linear markets here with solid cashflow and less volatility.
• Flipping homes? -- if you're looking for a way to get your hands onto more capital quickly you could certainly do this. I'd start small and just try to learn the game of flipping. 
• Acquiring pre-existing rental portfolios? -- solid strategy, make sure you look at the trailing 12 months cashflow and do extensive due diligence, you might even consider hiring someone to help you with due diligence
• Investing in mobile home parks? -- solid strategy as well, if you go this route I would consider investing with an operator that specializes in this asset class. My friend Dylan Marma would be a solid bet and I'd be happy to make an intro.
• Using leverage to scale, such as borrowing against this cash for larger down payments? -- depends on your risk appetite but leverage can certainly pour gasoline on your real estate investment fire in both a good or a bad way. 
• Employing the BRRRR ? - tried and true strategy, start small and learn
• Targeting Section 8 housing? - just starting out I would steer clear, it's nice that the rental income is guaranteed but that can be a rough tenant base and many new real estate investors just get smoked

If I was just starting out in real estate and had $750k to play with, I would really try to understand my goals - is it to retire on a beach and be completely passive? If so, I'd 1) join a real estate investing mastermind that focuses on your asset class of choice (multifamily, industrial, storage, etc.) and learn as much as I could - it's worth the $10k-$20k in both knowledge and connections. Then I'd probably spread that $750k out amongst numerous operators and diversify across asset classes that I like (for me it would be industrial, multifamily, storage, and mobile home parks). I would target a 2.5x equity multiple and 8% cash on cash return, but I would focus mainly on the operators and try to figure out if I believe in the team and vision, and really try to understand if I trust them or not. From here you could decide if you want to stay on the passive side of things as an LP, or if you want to begin raising capital for your own deals / funds based on your track record of investing with other experienced operators and being part of the masterminds that you're in. Theoretically you could turn that $750k into $1.5m, and then turn that $1.5m into $3m within ~15 or so years and be earning 8% on your equity along the way, relatively passively, and it would allow you to build a track record to start doing your own deals. 

Just my two cents! I have resources available for you if you're interested just reach out via DM.