Vertical Architect

This is a question that comes up often when investors look to plan for the long term. It requires investors and professionals to think about their financial and life goals, and then choosing the best paths to get there. When instability in financial markets is coupled with rising rates and staggering inflation, investors will look… Continue reading What is your Investing End Game?

Portfolio diversification is the practice of spreading your investments around so that your exposure to any one type of asset class is limited. This practice is designed to help limit risk to your investments and reduce the volatility of your portfolio over time. As noted in a recent report by Vanguard, one of the keys… Continue reading Leveraging Modern Portfolio Theory

One of our recent projects got some great attention as it hit the market. I’m really happy with that project – and I feel it’s a good example of what we do, and how we do it. I’m more of an observer than writer on online, but here’s our story. Some articles posted on this… Continue reading Why Architects?

Investing in, building or buying real estate and property isn’t like spending $2,000 to buy shares of Amazon or any stock that you can easily sell off in a few months if you change your mind. That said, in today’s market – when the stock market is in negative territory, interest rates are rising, and a national recession… Continue reading Real Estate as an Alternative in a Turbulent Market

When a sponsor is responsible to passive investors to generate a return on their capital, many factors need to line up during the term of an investment. To do so, Sponsors change several types of fees to get the mission accomplished. I’d like to start off by saying there is no correct fee structure –… Continue reading Diving into Sponsor Investment Fees

Think for a moment about today’s real estate market. The rebound from the pandemic was real, and rental and sales numbers took off, but now the Fed is raising rates dramatically. Is now a good time to jump in – or did I miss the window? It’s a highly debated topic, but unfortunately, unless you can predict the future,… Continue reading Can Investors Time The Real Estate Market?

Value-Add vs Ground Up Real Estate Projects The real estate industry in the United States is massive and encompasses a wide range of property types, asset classes and investment strategies. There is something for everyone in the real estate world – whether you’re a conservative investor approaching retirement and focused on protecting your family’s wealth,… Continue reading Value-add vs. Ground-up Real Estate Development

As virus concerns and lockdowns prevented people from leaving their homes, many people began to work remotely, some for the first time. As a result, I saw apartments with flexible spaces and livable amenities become lifesavers for those who had them and highly sought-after by those who didn’t. Some things will return to “normal,” but… Continue reading Post-Covid Residential Amenities

Cost Segregation and Accelerated Depreciation  Real estate is the world’s largest asset class, and attracts investors ranging from working-class families to the most powerful financial institutions. There are countless reasons investors are drawn to real estate — many cite the fact that real estate is tangible and seems easy to understand. Many also like the… Continue reading Tools to Boost Investor Returns

Humans create organizations to make groups of people more powerful and effective than the sum of their individual parts. Business organizations are often created to implement a concept or strategy that was originally developed by one person, resulting in economic benefits for both that person and their employees. In a typical small or medium sized… Continue reading Navigating Key Man Risk