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Location, Location, Location – By Tracy Treger

A Financial Poise column highlighting the tips, tricks and tools you need to know to successfully invest in real estate.

Real Estate Partnerships

Real Estate Partnerships – the Good, the Bad, and the Ugly

The Complexity of Real Estate Partnerships Owning investment real estate can be a complicated undertaking. Add in real estate partnerships and the complexity only increases. However, real estate can be a valuable part of your investment portfolio. It provides asset diversification, a hedge against stock market and interest rate fluctuation, and an opportunity for appreciation […]


real estate exit strategy

An “Eject Button” is not a Viable Real Estate Exit Strategy

If you ever watch Saturday morning cartoons, you may notice that every time a hero like Bugs Bunny gets stuck in a tight spot, there is always an “eject” button to catapult him safely out of danger. Not only is this entertaining to watch, but it also offers up a valuable lesson for adults: You […]


Real Estate Investment Portfolio Diversity

Real Estate Investment Portfolio Diversity is Sound Strategy

Experienced financial advisors point out to clients that real estate investment portfolio diversity will help reduce risk in their overall portfolio. You can achieve this in the stock market by purchasing several different stocks, or by investing in a fund that holds multiple stocks. Diversification in real estate works much the same way. Investors can […]


real estate investments

Evaluating Real Estate Investments by Asset Type

And the Best Real Estate Investment is… One question I am often asked about with regards to real estate is: What is the “best” type of property to invest in? Obviously, there is no right or wrong answer. Your ability to risk the money you invest, the returns you might expect, time horizons, and your […]


Real estate investing definitions

Interested in Real Estate Investing? Start Here

Familiarize yourself with the important financial terminology used in connection with real estate investment, property operations and lending.


Using Leverage in Real Estate Investments

How to Leverage Real Estate Investments

Should you leverage real estate investments? The answer depends on six factors, and our expert breaks down each one for you.


Evaluate Sponors of a Real Estate Investment

Trust me! How to Evaluate Sponsors of Real Estate Investments

The smart real estate investor’s checklist for Deal Sponsor diligence. When considering investing in a passive real estate deal, the qualities of the sponsor are arguably more important than the underlying real estate:


Real Estate Investments

Real Estate Due Diligence: A simple guide for investment properties

That said, it is critical to understand that your due diligence requirements depend on the type of asset you are investing in. Here is a short list of investment property categories to consider; each comes with a unique set of inquiries necessary to fully understand its risks and opportunities.


Real estate syndication: how to invest in larger, more exclusive properties with better yields

Real Estate Syndication: A Simple Guide

Investing in a real estate syndication enables you to acquire a diversified portfolio of properties with the same amount of capital, and without having to undertake managerial or financial burdens.


Real Estate Investments

Myth vs. Reality: Real Estate Investments and 1031 Exchanges

There are a lot of misconceptions around the “like-kind exchange” rules found in § 1031 of the Internal Revenue Code. Our real estate investment expert, Tracy Treger, sets the record straight on 1031 exchanges.


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