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
When a distressed homeowner sells a property for less than the amount due on a mortgage with the endorsement of the lender to a third party. All proceeds from the sale go to the lender and the seller is not permitted to experience financial gain from the short sale process ...
A retirement account that allows the account holder to save money for retirement in a tax-advantaged way while investing their savings in nearly anything they like, including real estate ...
When a self-directed IRA investor takes advantage of their position in a transaction to act for their own interests instead of those of the self-directed IRA ...
Investing in Texas: Hot Markets, Hidden Gems and Investment Strategies
00:47:08 | Texas has remained a hot market even during downturns. This group of subject matter experts know Texas and are still creating wealth even in the current market. They will discuss what markets in Texas are hot and trending, where the hidden gems are, and what strategies are best suited for ...
The United States Department of Agriculture (USDA) defines rural areas as those that are nonmetropolitan and have “open countryside, rural towns (laces with fewer than 2,500 people) and urban areas with populations ranging from 2,500 to 49,999 ...
A tax-favored retirement account that accepts after-tax contributions and provides tax-free compounding of profits and tax-free withdrawals during retirement ...
A type of property that generates the majority of its revenue from the rental of dwelling units. Not to be confused with single-family residential (SFR), although some investors use the terms interchangeably ...
A residential home that is used for the housing and care of elderly residents. The RAL provides room, board, housekeeping, supervision, and personal care and assistance with Activities of Daily Living (ADLs). Additionally, there is the “Golden Girls” model, which provides housing, but does not provide care ...
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 ...
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
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 ...
A unique piece of physical property, both the land and the buildings on it ...
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 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 ...
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 ...
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, ...
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, ...
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 ...
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
A large organization that makes substantial investments in real estate- based assets ...
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 ...
a property purchased specifically to produce income via renting, leasing, or appreciation. Income properties may be commercial or residential ...
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 ...
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 ...
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 ...
