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Underwriting, underwriting, underwriting. You’ve heard the word 1,000 times since you started researching real estate investment opportunities. So what is it? What does it mean? How does it happen? And what do you need to know as a passive investor? This article answers all those questions and more.
Read MoreOne of the common terms you will see as you review track records for multifamily syndicators is called an equity multiplier. Sometimes you may also see this as a projected number before the investment opportunity has begun, but typically you will see it as a number shown after the deal has been completed to showcase how well the investment performed for investors. This short article will explain what it an equity multiplier is, how it is calculated, and how it can be used to gauge the performance of a specific investment.
Read MoreTypically, a multifamily syndication lasts anywhere from 2 to 7 years, though there are exceptions for shorter and longer cycles. What happens when the investment period comes to an end? That stage is called “exiting a deal.” As a passive investor, you should know what to expect from the syndication team, the tax implications, and any decisions that need to be made at this point. This article will break down the process from the management side as well as what you should be prepared for as a passive investor.
Read MoreIntentionally growing your professional network allows you to meet people who are a few steps ahead in their investing journey. They’re investing in the types of assets that you want to invest in and making the money you want to make. By surrounding yourself with people like this, you put yourself in a position to succeed, even if you aren’t sure where to start.
Read MoreWhen it comes to multifamily apartment syndications, several different deal structures and investment paths are available to you. Understanding these strategies and their associated terms will help you make better investment decisions if you choose to invest in this asset class. This article will outline the different ways you can invest in a syndication, how it impacts your returns, and what terminology you can use to evaluate returns like IRR, AAR, and the investor/profit split.
Read MoreAs you begin exploring investment opportunities as a passive investor, you will notice several different deal structures available to you. This article will outline the three most common types of multifamily syndications - new development, buy and hold, and value add.
Read MoreThere are plenty of ways to make money in real estate. Oftentimes, people become overwhelmed once they begin researching these various options because of just how many exist. They start asking themselves “Which of these is right for me?” Each real estate investment avenue has trade offs and the “right” one will depend largely on your financial goals, lifestyle, timelines, risk tolerance, and personal values. That’s where an investment philosophy comes into play.
Read MoreTax awareness becomes even more important as your income increases, you branch into new investments and/or new business ventures. That’s why we love investing in real estate - there are several tax laws designed to give you a boost when you invest in this arena. That’s why we partnered with real estate and business focused CPA Eric Freeman on this article to share the top tax benefits and changes for 2023 that every investor and business owner needs to know about.
Read MoreAs early as the 1800s, entrepreneurs knew that the road to riches could be found in real estate. The late Andrew Carnegie, a 19th-century steel industrial pioneer and billionaire, is famously quoted as saying, “Ninety percent of all millionaires become so through owning real estate.”
Read MoreAs with any investment, risk can not be entirely avoided. You’re making an educated and informed decision to put your money into a project that you hope will return a high reward, though the unexpected is sometimes unavoidable. Markets, plans, and situations inevitably change. However, there are strategic ways to mitigate the risks associated with multifamily syndications to lessen your chance of exposure to the unknown.
Read MoreEvery real estate investment deal has its own lifecycle. While there are variations from project to project, the general processes follow the same basic formula. You acquire a property, add value to the asset, then eventually sell or refinance. Along the way, it’s likely that you have heard the term “full cycle” as it relates to a multifamily syndication project. This article will dive into what the term means and everything you need to know about going “full cycle” as a passive investor in an apartment deal.
Read MoreAt EZ FI U, our main area of expertise is multifamily apartment syndications. This blog is intended to cover just that. We’ll discuss what the terms “multifamily” and “syndication” mean, what syndications actually are, how they are regulated, as well as offer a high-level overview of what it means to invest in apartment syndications.
Read MoreIf you are exploring real estate investment opportunities, specifically in the multifamily arena, you may have come across the concepts of active vs. passive investing. This blog offers a high-level look at the difference between the two, what you gain, and what you give up depending on which investment path you want to take.
Read MoreReal estate has always been a real asset that can offer great returns in multiple ways. Yet, within real estate, there are still many ways you can decide to invest. For those who want an option that allows them to be passive vs actively involved the day to day work, apartment syndications are often an appealing option. This article will explain why by sharing the top benefits of investing in apartment syndications and why so many investors choose this option to diversify their portfolios.
Read MoreWhat you may not know about real estate syndications is that they are regulated by the securities law under the SEC (U.S. Securities and Exchange Commission). A syndication must either be registered with the SEC or meet one of the legal exemptions. This article outlines the two common exemptions that exist that allow a syndication to not be registered with the SEC, the difference between a 506(c) and a 506(b) exemption, and what you need to understand about each if you’re planning to participate in a multifamily syndication.
Read MoreFinding a good deal is the easy part, but choosing who to invest with is where the real work comes in. Generally, most multifamily investment properties will look similar on paper. It is always important that you research the property and the neighborhood, but it’s even more critical to research the sponsoring syndication team.
In this article, you will learn the three main qualities to look for in an apartment syndicator and why these qualities are so important when it comes to deciding who to invest with.
Read MoreWe are constantly inundated with news hyping up new investment opportunities like NFT’s, crypto currencies, and even individual stocks that are easier than ever to buy through platforms like Robinhood. Real estate investors, specifically those that invest in multifamily syndications, are actually conditioned to think differently because of the nature of their investment. While many other investments focus the investor on the “right timing”, apartment syndications focus the investor on creating a plan that can be carried out regardless of the market conditions, and executing that plan over the course of several years. When you’ve built a plan that accounts for less favorable conditions and the return you will receive is controlled by you (or your syndication team), you don’t have to worry as much about timing and uncontrollable external factors.
Read MoreDo you ever notice that the rich tend to think about things differently than those who seem stuck in progressing their financial goals? It can be difficult to shift that mindset while you are still working on building your wealth. But it’s so important to start speaking to yourself like the rich do if that’s where you want to be in the future. In this article, we will outline 5 ways that the rich think differently and how to flip your internal script to unblock any limiting beliefs that may be holding you back from achieving your financial independence goals.
Read MoreApartment syndications are opportunities for investors to purchase large-scale properties that they likely would not be able to purchase on their own by pooling their money together for the shared goal of making a profit. Syndications are made possible by the collective efforts of a few important players. Understanding the “who’s who” of syndications, along with their roles and responsibilities, will allow you to better understand how syndications work within the multifamily investing space.
Read MoreIf you’re just starting to diversify your portfolio, it can feel overwhelming and risky to invest in non traditional assets. Yet the rich do it on a regular basis, focusing on cash flow and growth. Yes, many have financial advisors helping them make these moves, but the reality is you don’t need a high paid financial advisor to start taking action. In this article, we will walk through the simple steps you can take to lower your risk when investing into any alternative asset, whether it be multifamily real estate, crypto, ATM’s, or any other variety of asset outside of the stock market.
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