Every Great Story Has A “Story”
Periodically I receive something inspiring from a friend 1 who was considerate enough to include me in his thoughts. The “Three Little
Investor Insights
Investor Insights
Who Qualifies as an Accredited Investor for Private Real Estate?
The SEC’s individual and entity tests in plain English, the edge cases investors actually ask about, and what verification means once you qualify.
Investor Insights
The Uses and Power of a Self-Directed IRA
When several investors ask the same question, I suppose others would also want the answer. The recurring question is “Can
Investor Insights
Measuring Success – An Interview By Sanford Coggins
Why Measure?Recently, I was asked in an interview “Why do you measure data?” Below, is an excerpt from that conversation.
Investor Insights
Family Index
How do you know when your investment returns are good enough? What should be your benchmark for comparison? Your neighbor? Perhaps
Investor Insights
Cut the Plate in Half
Cut The Plate In Half By Sanford Coggins After Super Bowl LV, my sons and I were making our own
The Three C’s of Friendship: What Investors Can Learn About Trust
A refreshed VisionWise Capital reflection on the Three Cs of friendship, trust, investor alignment, and long-term stewardship.
Understanding Schedule K-1: What VWC Investors See at Tax Time
A box-by-box walk through the partnership K-1 a Class Member receives: rental income, depreciation, cash versus taxable income, California, and timing.
Investor Insights
Football + COVID-19
Does it feel like you are being conditioned to see life from the perspective of “lack”? This pandemic puts a
Investor Insights
When The Kids Come Home
It dawned on me the other day, as I was thinking about our Tenants, that many of them, because