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Convert Real Estate Portfolio Into a REIT or Fund for Inter-generational Wealth and for Financial Independence (Retirement)
This particular strategy is one that I have heard from family offices and high net worth individuals who have created a medium to large portfolio of properties. They will either sell their assets to REIT or a Fund, or they will convert their real estate assets into a REIT or Private Fund as an exit […]
Continue readingVTB Mortgages on Apartment Buildings then Private Mortgages for Financial Independence (Retirement)
I’ve purchased apartment buildings from owners directly and indirectly through Realtors who we’re interested in providing financing on those buildings as they had paid them off or had them nearly paid off. Usually these owners have been the same owner for a very long time and are very comfortable with lending on the building that […]
Continue readingSell Some Assets and Pay Off the Rest for Financial Independence (Retirement)
I have heard this strategy a number of times mostly at meetings through the Real Estate Investment Network back in 2008 and 2009. The various speakers talked about “Selling theDogs and Keeping the Stars” which was a strategy where you would sell off the properties that were the biggest pain in the butt and use […]
Continue readingCash Flow from your Property Portfolio for Financial Independence (Retirement)
When we talk about cash flow it’s important to also get an understanding of the different types of real estate markets out there. Some people categorize a market as a cash flow Market. When the categorize Market as a cash flow market usually that means that there is little appreciation that happens to the properties […]
Continue readingSell All Assets and Invest in Lower Return Investments for Financial Independence (Retirement)
This seems to happen with investors who get frustrated with real estate and tenants in general. I would characterize them as tired landlords. Sometimes they have only owned their assets for a few years. They are selling regardless of where we are in the real estate cycle. They often sell in the building phase or […]
Continue readingHave a Trophy Asset/s and Sell Off Other Assets for Financial Independence (Retirement)
I have seen investors that have one property that has a really high cash flow. Sometimes it’s a large apartment building that is full of student rentals other times it can be triple net lease commercial building. For example the investor with the student rental building would be able to generate close to $20,000 per […]
Continue readingRefinance Assets Annually from your Property Portfolio for Financial Independence (Retirement)
The investor that is using this strategy is looking to have a portfolio of apartment buildings and as each of those apartment buildings increases in value when those assets are refinanced those funds are used to pay for their lifestyle. Usually this strategy will not work for 1-4 unit properties as the process for refinancing […]
Continue readingInvest in Other People’s Deals for Growth for Financial Independence (Retirement)
Some investors who have created a small portfolio of properties have generated the cash flow that they need but also want to continue to invest in real estate. Typically these Real Estate Investors don’t want to deal with more properties or deal with larger apartment buildings so they partner together with others in order to […]
Continue readingSell Some assets and Invest in Property in the USA to Create US Income for Snowbirds and Traveling for Financial Independence (Retirement)
The investors that are doing this are looking to stay in a particular area of the USA as a snowbird. They have sold some of their assets in Canada and purchased unleveraged assets in the USA to create a cash flow in US dollars. These investors are not purchasing a second home for themselves. The […]
Continue readingDe-accumulation of Assets Over Time for Financial Independence (Retirement)
This strategy is used when an investor has built a portfolio of properties. They are usually looking to simplify things and not need to pass on their assets to the next generation or a charity. Instead they are more interested in passing along the equity. This would usually involve planning out the selling of assets […]
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