Resources

The allure of real estate as an investment has always rested in its potential for wealth-building. From appreciation and rental income to the tax advantages it provides, savvy investors have long leaned on real estate to expand and diversify their portfolios. One of these tax advantages is the 1031 exchange, which allows an investor to defer taxes on gains by reinvesting the proceeds from the sale of a property into another qualifying property. But what happens when an investor wishes to transition from direct property ownership to syndications through a private placement offering, like a Regulation D 506(c)? Here’s what you need to know.

In today's fluctuating economic environment, many investors have given pause to better understand how they feel about the current state of the multifamily market. And while there are many headwinds for the multifamily sector and real estate as a whole, the long term fundamentals remain strong. When investors ask us about the state of the market, we often point to the long term fundamentals, because so many of our strategies have a longer term horizon and when you're buying right with a longer term outlook, the specifics on the current market conditions are less critical than if you enter a project with a short term exit strategy. However, for current portfolios and to keep all of our investors informed about their investments with us, we dive into the details of the current climate to help investors understand our return forecasts and expectations given the economic climate we find ourselves in. As we do every month, here are some of the key factors we are keeping our eyes on in today's market.

Navigating the dense text of a Private Placement Memorandum (PPM) can seem like a daunting task for any investor. However, understanding its sections is key to making an informed decision. As multifamily real estate continues to attract attention, it's crucial to grasp how to approach this essential document, especially since many investors overlook its importance due to its complexity.