Tag Archives: Real estate


How Baby Boomers Diversify their investments in Real Estate Crowdfunding

by David Drake Each day in the United States, an estimated 10,000 baby boomers retire. With a population placed at 78 million, the boomer generation, representing those born after World War II (between 1946 and 1964) currently control 70% of the household wealth in the U.S. according to Brian Sozzi of the Belus Capital Advisors. It has also been predicted […]

Why 15 Venture Capital firms are playing the Real Estate Crowdfunding game

by David Drake Three years since  crowdfunding for real estate started, the market has grown to more than a billion dollar industry. By 2025, the global real estate market could be worth $90 billion or more. This is getting the attention of VCs. VC activity in the space can be measured by their investments on real estate crowdfunding platforms. VC’s […]

DITMo: “TRUMP TARGET: AVERTING TAXES – THREE EXPLOITED LOOPHOLES”

16Nov16 by Pj de Marigny, DITMo Capital, Newport Beach, CA For those who consult in the private wealth area and for estate attorneys (some who have turned advisor for the huge insurance commissions), egregious tax loopholes for the global wealthy is the most profitable part of financial services. Consider that insurance products are tax-advantaged and commonly used in all sorts […]

Will a Pre-funded Deals Strategy Cause a Shift in Real Estate Crowdfunding?

  By David Drake Real estate crowdfunding platforms are increasingly shifting towards pre-funded deals to increase their market share and deal flow. Pre-funded deals occur when a crowdfunding platform gives a real estate developer who needs capital right way a loan guarantee without having to first take the risk of raising the entire loan amount from online investors. Crowdfunding platforms […]

How to Buy Yourself a Citizenship: 3 Leading Country Programs of the USA, Dominica & St Kitts-Nevis

  by David Drake Countries either create or adopt investment programs  to boost their economic development. The Citizenship by Investment Program and the Immigrant Investor Program are  two programs toward this end. These programs grant residency and citizen rights to individuals that invest in a country of their choice. I have researched this as a Special Advisor to Ambassador Paolo […]

SEC Focus on Private Equity

May 14, 2015 Dear Friends, Yesterday, Marc Wyatt, Acting Director of the SEC’s Office of Compliance Inspections and Examinations (OCIE), spoke at an industry event regarding the OCIE’s focus on private equity, including but not limited to: Real Estate Advisers: adequate disclosure of fees and expenses, particularly in connection with charging back the cost of employees who provide asset management […]

Real Estate Investment Tips, Risk Assessment and Strategy

Three Tips to Help You Avoid Stepping Face First into Real Estate Risk  Limiting risk in real-estate investments substantially increases your chances of earning high returns.  A solid risk assessment prevents you from getting burned, losing your initial investment or much worse. Investors pick real estate for three main reasons: Earn positive cash flow, take advantage of tax benefits or […]

Real Estate Wrap-up and the RIA

Residential Real Estate  There are dozens of reasons why the residential real estate market bubbled and exploded, causing the ensuing credit crisis and economic strife. The popularity of loans requiring no documentation, the easy access to sub-prime loans and the Federal Reserve’s decision to keep interest rates low all intertwined to fuel the housing crisis. The housing bubble was also […]

Rebuilding Your Wealth with Real Estate

              As our economy slowly recovers, many investors are concerned with recouping the money they lost during the crisis. Pulling your funds out of investments all together will do nothing to bulk up your savings, while sinking your money into risky funds can do further damage. So, with black-and-white options not offering solutions, where can investors put their money to […]

Take Advantage of the Future by Investing Now

              Investors at all levels have been tempted to stash their savings away in what they view as safe places: federally-insured banks, gold, their mattresses. But, as retirement creeps closer, or for some of you, continues on, it is difficult to protect the value of what you have. It is even more difficult to take what you have and get […]