Impact Equity Investment Blog

Asset class selection is one of the first decisions you should make when deciding to start investing passively in real estate. There is a tremendous number of options to choose from that can make it a little overwhelming, so I’ll walk through some items you’ll want to consider before choosing which asset class is right for you.

If you’ve decided that you want to shift some of your capital out of the stock market rollercoaster to take advantage of the many benefits of investing in real estate, it’s time to put on your investigator hat and dig in. In this article, I’ll outline the four areas you’ll want to investigate before moving forward with your investment.

It’s important to be able to categorize this asset class further to help you decide where you want to invest your hard-earned money. Understanding the difference between Class A, B, and C will help you do just that, and we’ll walk through the differences in this brief article.

A 1031 exchange is a tax strategy that allows you to sell a property and purchase another “like-kind” property while deferring your capital gains tax on the sale. Essentially, you get to kick the tax can down the road until some further time or even possibly forever. You can quickly see why this would get so much attention from real estate investors, and you can start to understand how many people pay little, if no taxes on their real estate gains.

In this brief article, I’ll walk through two great strategies that real estate investors can use to help decrease their tax burden at least temporarily.

In this brief article, I’ll outline what my monthly tracking process looks like, and when you can expect to receive your distributions

If you’ve started to consider passive investing through the real estate syndication model as an option to help diversify your retirement or investment portfolio, it’s important to know the difference between single asset and multi asset funds in this space. In this brief article, I’ll share the high-level pros and cons of each type to help educate you on your options so you can make an informed decision with your hard-earned investment dollars.

A self-directed IRA is an individual retirement account that allows you to take advantage of all the same tax benefits of a traditional IRA, but it also allows you to have more control of your funds AND you can invest in alternative investments like real estate and real estate syndications. While there are a few hoops you must jump through to leverage a self-directed IRA, this option opens real estate investing to anyone that already has an IRA or an old 401k from a previous employer.

As of this writing, the S&P 500 was down a little over 10% year to date, and in the same period, my passive investments have been kicking off 5-7% monthly distributions, one of my passive investments went full cycle in just 14 months producing 80% returns, and I sold my long-term rentals that produced about 20% returns annualized over the past 2-3 years.