Passive Investing

Industry analysts have described a “data transparency crisis” in private markets, citing fragmented reporting, inconsistent data standards, and limited comparability across managers. This matters because limited visibility affects how investors assess sponsors, price risk, and respond when execution diverges from expectations.

If you’re exploring private real estate investing, you’ve likely encountered the term “limited partner” or “LP.” Understanding this role is essential before committing capital to any private market fund

At the height of the worst financial crisis since the Great Depression, Buffett invested $5 billion in Goldman Sachs as preferred equity. Here's why....

Many investors jump from one investment type to the next: cryptocurrency one month, precious metals the next. Successful investors operate from a documented investment thesis.

Learn how each risk profile summarizes an investment's expected returns and risk to make it easier to identify opportunities that meet your investment criteria.

Paul Moore discusses his personal investment background and why chasing ROI could be why you're losing money.

Feeder funds get a bad reputation. The middleman can create drag, opacity, and misaligned incentives. But when done correctly, they’re useful for access and diligence. The problem is, almost nobody uses them correctly in retail real estate investing.

When we bring up affordable housing to investors, we immediately see the look of skepticism wash over their faces. In reality, affordable housing, when done at scale and through the proper channels, is completely different from all these common misconceptions.

Terence Critchlow shares why he prefers real estate syndication. This article examines his rationale while addressing the constraints inherent to syndications. 

Investing in multifamily development through a real estate syndication can be highly rewarding, but many passive investors wonder: What about construction risk? Delays, cost overruns, or unforeseen site conditions can feel intimidating if you’re new to the space.

In passive real estate investing, discussions about return on investment typically revolve around percentages, multiples, and exit horizons. Yet many experienced investors eventually realize that their time can be just as valuable of a resource as capital.

An SDIRA enables investors to go beyond Wall Street and build wealth through alternative assets like private real estate. This guide will explain how you can use an SDIRA to passively invest in real estate syndications, offering diversification and potential tax advantages for your long-term financial goals.

Understanding what is accredited investors, how the federal securities laws and the SEC accredited investors definition works, and what it takes to meet the accredited investors requirements is essential if you want to move beyond traditional stocks and bonds and into private markets.

Experienced LPs shared their most valuable lessons, drawn from years of investing across various asset classes and sponsor relationships.

Every real estate deal needs funding, which is why real estate syndication and private equity investments have become so widespread. However, where that money comes from and in what order it gets repaid isn't random. It's structured carefully, layer by layer, in what's known as the capital stack.

A real estate syndication is a common investment structure that pools capital from multiple investors to acquire and manage larger commercial real estate assets.

For LPs navigating an increasingly complex private real estate landscape, understanding when institutional backing genuinely adds value - and when it merely adds cost - is vital to optimizing your allocation strategy and maximizing risk-adjusted returns.

Special Purpose Vehicles (SPVs) have emerged as a powerful tool, offering LPs flexible access to curated investment opportunities with reduced barriers to entry. In this article, we explore how SPVs can be leveraged to maximize returns, streamline investment management, and create a diversified private equity portfolio.