Partners Educational Support

Learn key real estate investment terminologies, insights and strategies, including cap rates, value-add deals, and syndication investments, and gain investor insights. Watch how this team created $8M of equity in a storage facility, as their investment journey led them from single and multi-family homes to the lucrative field of commercial real estate.

Derreck, a Self-Directed IRA/Solo 401K Expert, holds a CISP from the American Banking Association, is a Congressional lobbyist, and has spoken at hundreds of Real Estate investing events nationwide. Learn how to use a self-directed IRA for alternative investments such as real estate, notes, oil and gas, and private placements. Gain invaluable insights into self-directed IRAs, detailing ways to fund retirement accounts, contribution limits, and the process of rolling over a Thrift Savings Plan (TSP). Derreck also demystifies complex terms like Unrelated Debt-Financed Income (UDFI) and Unrelated Business Income Tax (UBIT), explaining their impact on IRA investments and potential tax implications.

Learn about setting up and using 1031 Exchanges. 1031’s are a tax deferral vehicle that allows proceeds from a property sale to be reinvested in a like kind property without capital gain taxes coming due. Once a 1031 is legally created and active, this invest/reinvest cycle can be repeated, allowing multiple generations of tax deferred investments. One member has used the same 1031 for 30+ years and won’t pay capital gains until his last property is sold.

Learn about cash distributions, cash-on-cash returns, capital account balances, depreciation, the year-end K-1 statement and how this all relates to taxable income.

Supplying your accountant or tax advisor with this K-1 will help them to make this determination as part of your annual tax return.

Foliage Training Session – FOLIAGE is dedicated to educating and empowering both members and potential members on smart investing strategies for the future. In this session, attendees are learning about syndications—how they work, the benefits for investors, and key insights for those looking to create their own syndication and effectively communicate with investors.

Watch our Greenleaf syndicate partners, Dave and Josh, on a field visit to a potential acquisition. The Greenleaf principals reveal how they approach their property tours and the pro and con evaluations they use to scout retail, storage, office, and residential complexes, in search of promising investments.

Our Syndicator partners tell us that properly evaluating a property sponsor/operator is critical to making informed real estate or joint venture decisions. Here's a comprehensive guide to assessing key essentials of a sponsor/operator. Topics discussed:

1.      How to find an operator

2.      Interviewing an operator

3.      Communication plan of the operator

4.      Insurance

5.      Fees and expenses

6.      Red Flags

In commercial rentals, many different lease structures exist. Learn the terminology defining the Landlord/Tenant relationship. See who is responsible in leases ranging from Full Service (tenant pays rent, landlord pays all other costs) to NNN (Triple Net, tenant pays rent plus all other costs and landlord pays nothing). Learn how knowing the lease type in place, or anticipated, may impact your investment decisions.

The Industrial Asset Class covers a wide range of property types and hear why our partner, Greenleaf, finds these an attractive growth segment. Their specialists discuss the market, their strategy, and the criteria they look for in finding, purchasing, remodeling and marketing these opportunities to smaller local companies.