Partnering

Imagine you are trying to buy a piece of real estate. Imagine it was a 20 unit multifamily, and you think the numbers are solid and you believe it would be a good investment. But you have a problem—you have no money. So you give up, thinking it was impossible. Instead you go about your…

Using Real Estate Syndication to Create an Additional Stream of Income (Passive or Active)

    The way U.S. companies provide for retiring workers has been shifting over the past thirty years and the shift is from offering traditional pensions to dropping pension plans and transferring the responsibility to individuals to plan and manage their own retirement savings. The National Public Pension Coalition reports that as late as the…

real estate syndication investing strategies

The 4 main investment strategies: Value-Add, Opportunistic (Part 2)

In Part 1, we covered core and core+ strategies.  In this Part 2, we’ll go over value-added and opportunistic strategies.  Both go up on the risks and returns spectrum. Value-Add: Medium-to-high-risk/medium-return strategy. This involves acquiring an existing asset with specific plan to spend meaningful dollars to upgrade an asset’s aesthetics (could be interior or exterior),…

Capital Stack is…

not a menu item, though I could envision a whopper be named after it. But personally I like the imagery of a layered cake much more…Yum! In financial parlance, Capital Stack (aka Capital Structure) is simply the aggregation of every type of funding –  common equity, preferred equity, mezzanine and senior debts, that goes into…

real estate syndication investing strategies

The 4 main investment strategies: Core, Core-Plus (Part 1)

1. Core: Core real estates generally employ no to low leverage (0-40%), consist of low-risk/low-return assets, earning premium return above that on the NCREIF Index with a meaningful current income component.  These assets are often located in gateway, primary cities (e.g. NYC, L.A., Washington DC, London, Hong Kong, etc), are newly-built, fully stabilized, either fully…