Resources

Points to Ponder

You’d never trust someone blindly with your religious standards, safety, or children’s chinuch. So why would…

Sage Advice for Investments

1. If you are told by the investee, “Do not tell this to anyone” or “this is top secret,” run from the investment…

Common Myths

1. The Syndicator is very successful so their deals must be performing well. Syndicators can be quite successful even…

The Glossy Offering Memorandum

Is it something I can trust? Investing in real estate can be one of the most profitable ways to grow…

Who's Really Winning?

Critical questions to safeguard your investment. When you’re presented with an investment…

Weighing Your Options: Deal or No Deal

REIT vs. Private Syndications REITs (Real Estate Investment Trusts) Think of REITs as a way to invest…

From Windfall to Wipeout

If you would meet me on the street, you would think I don’t have a dollar to my name. And you would be right…

The Cash Call Conundrum

“Ah… that was good.” I closed my Gemara thoughtfully. Eli took a sip from his coffee and nodded…

When Trust Fails

I had no reason to suspect anything was wrong. The references were solid. The broker seemed to have…

Best Practices for Real Estate Syndication Deals

The Ideal Operating Agreement should contain the following provisions…

Best Practices for Independent Reviewers

1. Independent Consultant.
IR should be an independent contractor working for…