The Loan Term Sheet That Made the Deal Smaller
The Loan Term Sheet That Made the Deal Smaller. A measured VisionWise Capital review of the evidence, risks, investor questions, and decision process.
What a Conservative LTV Actually Changes in a Multifamily Deal
What a Conservative LTV Actually Changes in a Multifamily Deal. A measured VisionWise Capital review of the evidence, risks, investor questions, and decisi
The Orange County Map With One Empty Circle
The Orange County Map With One Empty Circle. A measured VisionWise Capital review of the evidence, risks, investor questions, and decision process.
How Southern California Multifamily Investing Changes the Underwriting Conversation
How Southern California Multifamily Investing Changes the Underwriting Conversation. A measured VisionWise Capital review of the evidence, risks, investor
The Rollover Deadline on the Calendar
The Rollover Deadline on the Calendar. A measured VisionWise Capital review of the evidence, risks, investor questions, and decision process.
Self-Directed IRA Real Estate: What Accredited Investors Should Verify First
Self-Directed IRA Real Estate: What Accredited Investors Should Verify First. A measured VisionWise Capital review of the evidence, risks, investor questio
The Rent Roll That Looked Better Than the Building
The Rent Roll That Looked Better Than the Building. A measured VisionWise Capital review of the evidence, risks, investor questions, and decision process.
Orange County Multifamily Investment: What to Check Before You Compare Properties
Orange County Multifamily Investment: What to Check Before You Compare Properties. A measured VisionWise Capital review of the evidence, risks, investor qu
Year-End Private Real Estate Review Checklist for RIAs
A month-by-month year-end checklist for RIAs with clients in private real estate: RMDs on illiquid IRAs, custodian values, K-1 timing, and commitments.
Tax Document Questions Accredited Real Estate Investors Should Ask
Questions accredited investors should ask about K-1s, K-3s, state withholding, IRA Form 990-T, and taxes at sale before investing in private real estate.