Category: Real Estate

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What’s A Waterfall Calculation In Real Estate Syndication Deals?

Real estate syndication deals have become quite popular especially among the doctor community. Why? It allows those too busy to deal with tenants to passively invest in real estate and still get the benefits such as tax advantages and cash flow distributions. One of the questions new Passive Investment Circle members want answered is “how…

Active vs Passive Real Estate Investing – 5 Factors To Consider

I recently spoke with a south Louisiana dentist about real estate investing. He graduated three years ago and recently completed the process of buying an existing practice. His wife is also a dentist so they have a great income stream coming in.  I was impressed that he was focused on building long-term wealth and already…

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Apartment Syndication 101: What Doctors Should Know

I recently spoke to a group of periodontists about apartment syndication investing. As you can imagine, the majority did not have any prior real estate experience and were comfortable following their financial adviser’s advice of 401k investing until age 70+. I occasionally visit investing forums and Facebook groups for doctors. Most are discussing: what index funds…

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5 Real Estate Investing Principles From Rich Dad Poor Dad

This summer while bass fishing, my friend informed me that he’s started focusing on real estate, specifically fix and flips. What’s amazing is that even at 23 years old, he already understood the concept of “getting your money to work for you.” He wanted to know a few resources to begin learning more about real…

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The Real Estate Pro Forma: What Investors Should Know

So you want to invest in real estate as a passive investor but not quite sure where to start? As someone that’s been investing in rental properties (syndications) since 2016, there’s a lot of information to know but only a small amount to REALLY pay attention to. Actually, there’s 3 common mistakes they should avoid…

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Medical Office Real Estate: Why Doctors Sell Their Buildings

What Should You Prioritize? One of the biggest benefits of selling a practice is found in the amount of time that it frees up. While owning and operating medical/dental practices is appealing, many often become disenchanted with the amount of work that goes into things that they had not accounted for. It certainly did for…

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How To Battle Inflation With Real Estate Investing

For the past decade, the average inflation rate has hovered around the 2% mark for the United States. Many of the “financial experts” are forecasting higher inflation than normal due to the 2020 pandemic.  They state this is from a rise in unemployment rates, higher costs of goods, failing businesses and large injections of stimulus…

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Pros and Cons of Creating an LLC For Rental Property

[Editor’s Note: Today’s article is a guest post from Lyle Solomon is a licensed attorney in California. He has been affiliated with the law firms in California, Nevada, and Arizona since 1991. As the principal attorney of Oak View Law Group, he gives advice and writes articles to help people solve their debt problems.] Do…

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3 Valuable Rich Dad Poor Dad Lessons You Should Know

“Cash flow tells the story of how a person handles money.” – Robert T. Kiyosaki When I was trying to get through dental school and later a surgical residency, the term “financial independence” never crossed my path. Man, I wish it had instead of “periodontitis” or “osseointegration“.  But you have to start somewhere, right?  Speaking…

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How To Syndicate A Real Estate Deal As A Busy Professional

A new Passive Investors Circle member recently asked, “Jeff, how can I purchase an apartment building and bring in others to invest?” After asking him a few questions about his background, I learned: he was a pulmonologist in the Midwest has been practicing for 16 years was married with three kids only debt – home…

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How To Make Passive Income With Vacation Rental Property

One of the BIGGEST lessons Robert Kiyosaki’s book “Rich Dad Poor Dad” taught me was: “The Rich Don’t Work For Money” – Robert Kiyosaki To take it a step further, billionaire Warren Buffet once said, “If you don’t find a way to make money while you sleep, you will work until you die.” Now if the rich don’t work for money and…

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Understanding Cap Rate vs Cash on Cash Return

One of the issues first year dental students face is becoming familiar with all of the “dental lingo” involved. It took me a while to get comfortable with terms such as: mesial/distal apicoectomy probing depth (PD) loss of attachment (LOA) exostosis This is no different when first starting to learn about real estate investing. Occasionally…

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How To Create Passive Income With Self Storage Investing

Who would have thought that a pandemic causing a world to shut down would cause some businesses to fail and others to thrive such as the self storage industry. That’s right, self storage. It seems that when American households couldn’t work and free money was sent to them via the government, their boredom was relieved…

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Qualified Purchaser vs Accredited Investor – What’s The Difference?

For the first 10 years of my career as a periodontist, I socked money away in the only investment opportunities I was familiar with….the stock market. This was due to my limited financial knowledge. At that time, the majority of our investments were in good ‘ole boring Vanguard index mutual funds (i.e. VTSAX Vanguard Total…

3 Reasons Value Add Real Estate Investing Can Work For You-f

3 Reasons Value Add Real Estate Investing Can Work For You

3 Reasons Value Add Real Estate Investing Can Work For You My dad’s father and uncle started a hardware store (Star Hardware) in 1941 that my dad still runs today. There’s nothing that I’ve ever seen that he couldn’t fix. (Maybe that’s why his nickname is “Mr. Fix-it“? Occasionally my wife and I will call…

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How To Choose The Best Real Estate Asset Classes For Investing

Do you remember when you could order a burger and fries with no questions asked? Unfortunately, those days are long gone. If you tried  that in restaurants today, you’d get bombarded with questions such as: what size burger – quarter pound? half pound? what type of bun? what would you like on it? sandwich only…

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Understanding Private Placement Memorandums For Syndications

When I first started learning about passive real estate investing, one of the biggest obstacles to overcome were the new terms involved. Some of the examples included: depreciation cap rate REITs Many times learning this new terminology is what initially keeps people away from investing in real estate. I know it did for me. But…

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Doctor Investing: How To Become a Millionaire in Real Estate

Research shows that 90% of millionaires do something specific to create wealth….invest in real estate. Even though doctors get a late start with tremendous debt, they still have an easier time reaching millionaire status due to a six-figure income.  So good news, if you’re a doctor or other high-income earner, then the likelihood of becoming…

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4 Ways Passive Investors Can Calculate ROI In Real Estate

Unfortunately, the first time I invested in a multifamily syndication (Oklahoma apartment complex) with an online crowdfunding platform, Realty Shares, I lost the entire investment.  No, it wasn’t much fun but it did make me rethink how I evaluated property, especially the return on investment (ROI). If you don’t have a good grasp on calculating…

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Multifamily Investing – 7 Reasons To Invest Now

Multifamily Investing Recently on Dentaltown, a 33 y/o dentist asked for investing advice in the Finance Forum. Honestly, what he’s accomplished since opening a scratch practice was impressive. He’s paid off his student loans, practice loans, car and house. I know doctors that get to the point that they’re laying on their death bed without…