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 

Residential Assisted Living

Residential Assisted Living

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 ...
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 ...
How To Recession-Proof Your Business and Your Credit with Merrill Chandler

How To Recession-Proof Your Business and Your Credit with Merrill Chandler

00:32:09 | In this exclusive class you will learn: - How to avoid business credit imposters and the secret to what REAL business credit is - How to optimize for business credit approvals - How to avoid approval-killing red flag words And much, much more!   After you attend this ...
Infinite Banking with Rentals: Other People’s Money with Gary Pinkerton

Infinite Banking with Rentals: Other People’s Money with Gary Pinkerton

00:30:01 |Ever wanted to personally own a bank and use it to fund your real estate portfolio? It is simple to do and provides tremendous benefits in this high inflation and high interest rate environment. Grow wealth predictably and protect your family from loss of your income in the meantime ...
The Solo 401k: Real Estate Investing’s Secret Weapon with Derreck Long

The Solo 401k: Real Estate Investing’s Secret Weapon with Derreck Long

00:41:11 | Come learn why the people are switching from Self-Directed IRAs to Solo 401ks. The Solo 401K truly has become the new secret weapon when raising capital, investing into any syndication, or just looking for big tax deductions. Other Replays for this Event ...
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 ...