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.
RIAs
Private Market Concentration Risk: A Review Framework for RIAs
A framework for RIAs to review private real estate concentration at the household level: six dimensions, annual questions, and IPS limits.
Private Real Estate Reporting Checklist for RIAs
What RIAs should expect from private real estate sponsor reporting before investing, every quarter, once a year, and when something changes.
How RIAs Can Discuss Private Real Estate Liquidity With Clients
Private real estate may limit access to invested capital for years. This article outlines how advisers can explain hold periods, transfer restrictions, distributions, capital calls, allocation size, and the governing documents to clients.
Apartment Complex for Sale: What Experienced Buyers Check Before Making an Offer
Before offering on an apartment complex, buyers can verify leases and deposits, rebuild expense assumptions, inspect unit conditions, check rent regulations, and review existing debt terms independently of the seller’s marketing memorandum.
Multifamily Capital-Expenditure Due Diligence
Field notes from walking a 1960s Southern California apartment building: roof, galvanized plumbing, Zinsco panels, windows, units, and how each becomes a budget line.
When to Sell Your Apartment Building: Signs SoCal Owners Should Not Ignore
Southern California apartment owners weighing a sale can examine cap-rate changes, equity use, deferred maintenance, management demands, and tax planning. The article also considers off-market transactions and the value of obtaining a current valuation.
General Solicitation vs. Investment Eligibility
Five things people get wrong after seeing a private real estate deal advertised: who may invest, what the ad’s numbers mean, and why verification is not a formality.
Real Estate Passive Income for Accredited Investors: The 2026 Playbook
Accredited investors evaluating passive real estate can compare asset quality, sponsor track record, fee structure, leverage, renovation budgets, liquidity, and downside assumptions across private offerings.
Fixed-Rate vs. Floating-Rate Real Estate Loans
Fixed and floating loans split interest-rate risk differently. A five-row comparison, when each structure fits the plan, and what to ask the sponsor.