Investment Strategy

Learn about asset classes and investment methods that dial into strategies to meet your REI goals: Alternative Investing | Commercial | Funds | IRAs | Multifamily | Single Family | Syndication

Back To: All Topics 

Investment Strategy

Learn about asset classes and investment methods that dial into strategies to meet your REI goals: Alternative Investing | Commercial | Funds | IRAs | Multifamily | Single Family | Syndication

Back To: All Topics 

Real Estate Syndication

Real Estate Syndication

When investors pool financial and intellectual resources to invest in properties and real estate projects larger than they could afford or manage on their own, they are practicing real estate syndication. A partnership between two or more investors. In most real estate syndications, the sponsor puts the deal together and ...
Real Estate IRA

Real Estate IRA

A self-directed individual retirement account holding real estate investments. These accounts can hold almost any alternative asset, but investors who focus on real estate often refer to them as real estate IRA’s instead of simply self-directed IRA’s ...
Real Estate Investment Trust – REIT

Real Estate Investment Trust – REIT

A REIT is a company that owns, operates, and/or finances some type of income-producing real estate. REITs are available to investors in the form of shares that may be bought, sold, and traded much like stocks and other securities. REITs are designed to be more liquid than physical real estate ...
Real Estate

Real Estate

A unique piece of physical property, both the land and the buildings on it ...
Prohibited Transaction

Prohibited Transaction

Certain transactions within a retirement plan that violates Internal Revenue Code 4975. Prohibited transactions include, but not limited to, living or utilizing the property owned by your IRA, using your IRA to buy property from a disqualified person, and creating a situation where you or a disqualified person to you ...
Passive Investing

Passive Investing

Passive real estate investors power real estate investing transactions by providing funding for deals and allowing active investors to manage the actual investing process, be it leasing a property, renovating it, or selling it ...
Owner-Occupied Property

Owner-Occupied Property

A property occupied by the owner of the property. Owner-occupied houses are primary residences in most cases, although you may hear some investors refer to vacation homes in this way if the vacation property is not leveraged for any other income-generating purposes ...
Multifamily Properties

Multifamily Properties

The strategy of investing in properties that house two or more households. Multifamily, also known as multi-family, may include duplexes, triplexes, quadplexes, etc. as well as larger developments such as apartment buildings and condominium buildings. Multifamily investment strategies often mimic single-family strategies at scale. These properties may be flipped, held, ...
Multi-Family Investing

Multi-Family Investing

The strategy of investing in properties that house two or more households. Multi-family, also known as multifamily, may include duplexes, triplexes, quadplexes, etc. as well as larger developments such as apartment buildings and condominium buildings. Multi-family investment strategies often mimic single-family strategies at scale. These properties may be flipped, held, ...
Minimum Distributions

Minimum Distributions

The minimum amount that an IRA account holder must withdraw each year. Generally, these distributions are required starting at age 70 1/2. Note: ROTH IRA’s do not require these withdrawals until after the death of the owner ...
Investment Property

Investment Property

A property specifically purchased for the purpose of creating a return on the investment via rental income, future resale, or other strategy or combination of strategies. This includes flipping properties and buy-and-hold properties ...
Institutional Real Estate Investor

Institutional Real Estate Investor

A large organization that makes substantial investments in real estate- based assets ...
Inland Empire

Inland Empire

The term is usually used to refer to western Riverside County and southwestern San Bernardino County, but broader definitions include eastern Los Angeles County, the Pomona Valley, desert communities in Palm Springs, and Coachella Valley. The Inland Empire has more room for development than coastal areas of California ...
Income Property

Income Property

a property purchased specifically to produce income via renting, leasing, or appreciation. Income properties may be commercial or residential ...
Fully Distributed

Fully Distributed

The contents of an IRA that is considered fully distributed may be taxed in their entirety. They are no longer tax-protected by the IRA ...
Flipping

Flipping

The process of purchasing a property, adding value, then selling the property for a profit on a relatively short timeline. Also simply referred to as “fix-and-flip,” flipping may take a few weeks, a few months or, in some cases, upward of a year. However, this strategy involves selling on a ...
Fix and flip

Fix and flip

The process of purchasing a property, adding value, then selling the property for a profit on a relatively short timeline. Also simply referred to as “flipping,” doing fix-and-flip deals may take a few weeks, a few months or, in some cases, upward of a year. However, this strategy involves selling ...
Disqualified Person

Disqualified Person

The people and organizations with whom your IRA should never conduct transactions, including (but not limited to) yourself, most of your family and any business entities you control ...
Corporate Housing

Corporate Housing

A solution for corporate employees who need monthly lodging, usually provided through businesses offering fully furnished private residences for stays of 30 or more days ...
Commercial Real Estate

Commercial Real Estate

Any property used exclusively for business purposes. Commercial real estate includes retail space, office space, hotels, dining space, banks, and independently standing stores and service providers. Some definitions include industrial real estate space in the commercial sector ...
Checkbook LLC

Checkbook LLC

Checkbook LLCs allow “checkbook control,” which means if an IRA owns a checkbook LLC, the owner of that IRA has complete signing authority over the retirement funds in the retirement account. This is important if you use investing strategies like flipping or buying at auction that require you to make ...
Capital Gains Tax

Capital Gains Tax

A tax levied on the profit from the sale of a property or investments. These taxes may be nearly 30 percent or more of the total profits on the investment ...
17 Ways You Can Make Money Investing in Real Estate

17 Ways You Can Make Money Investing in Real Estate

Investing in real estate is a solid way to build generational wealth. Here are 17 ways you can make money investing in real estate—plus eight ways to get started with less money than you think. 7 Most Common Types of Real Estate Investments 1. Buying a Home It seems pretty ...
Self Directed IRA: How to Use Retirement Accounts to Invest in Real Estate

Self Directed IRA: How to Use Retirement Accounts to Invest in Real Estate

00:10:22 | How much are in 401K accounts? What is the average amount in accounts by age group? What rate of return do you need to be earning to outpace inflation? What can you do with this knowledge? If you have a retirement account with a past employer, move it ...
Three Types of Freedom

Three Types of Freedom

00:06:14 | Everyone has a personal view of what freedom means to them. Which of the three freedoms Dani and Flip mention means the most to you? Do you have another face of freedom you want to tell us about? Share in the comments! ...