How to Underwrite a Real Estate Syndication Deal as a Passive Investor

Key Takeaways Deal underwriting to me means evaluating an investment for risks and returns and cash flow, where you are a passive investor. It includes income projections, expense projections, market comps and exit scenarios to determine buy and hold thresholds. Good underwriting utilizes explicit underwriting such as net operating income, cap rate and cash on […]

Depreciation Strategies: Major Tax Advantages for High Earners

Key Takeaways High earner depreciation benefits are tax regulations that allow individuals to reduce taxable income by amortizing asset value over a period of time. They govern property, equipment, and certain investments and when employed properly can trim tax bills. High earners appreciate depreciation and they frequently combine it with cost segregation or bonus depreciation […]

Infinite Banking for Physicians: Benefits, Strategies, and Resources

Key Takeaways Infinite banking for physicians is a personal finance strategy that utilizes whole life insurance to develop a private banking system. It allows doctors to borrow against cash value for practice expenses, investments, or emergency needs while the policy accrues tax-deferred growth. Advocates point to loan flexibility, creditor protection in some states, and rates […]

Accredited Investor: Criteria, Responsibilities, and How to Calculate Net Worth

Key Takeaways Who can invest in some private securities by satisfying income or net worth rules. These rules establish a US benchmark of $200,000 in annual income or $300,000 with a spouse, or $1 million in net worth, discounting the value of a primary home. They have professional licenses and entity tests for entities and […]

PPM (Personally Procured Move) Checklist and Best Practices

Key Takeaways Ppm checklist – a short list of tasks to keep equipment and facilities working reliably. It lists regular inspections, times, components to verify, and precautionary measures. Managers use it to minimize downtime, track costs by metric units, and achieve compliance. Defined responsibilities and easy documentation keep teams on time and detect wear promptly. […]

Regulation D Offerings Explained: Purpose, Accredited Investor Criteria, and Benefits

Key Takeaways Regulation D offerings are private offerings of securities that are exempt from SEC registration under Rule 504, 505, or 506. These offerings allow companies to raise capital from accredited investors and, in certain instances, as many as 35 non-accredited investors with reduced disclosure. They determine investment caps, filing obligations, and resale limitations that […]

Global private equity tax trends: implications for funds, investors, and structures

Key Takeaways Private equity tax is the laws and rates that govern how income and gains from private equity investments are taxed. Think carried interest, partnership income, dividend-like distributions, and capital gains when investments exit. Regulations differ across countries and impact fund formations, investor distributions, and transaction timing. Smart tax planning can make a difference […]