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Concepts

September 6, 2022

4 min read

Navigating the Private Placement Memorandum: A Guide for Multifamily Investors

Navigating the dense text of a Private Placement Memorandum (PPM) can seem...

The PPM serves as a protective measure, providing comprehensive details on the offering and ensuring all risks and operational details are disclosed. While it contains significant legal jargon, it’s fundamentally there to safeguard both the issuer and the investor.

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April 27, 2019

5 min read

Safeguarding Your Real Estate Legacy: Asset Protection and Estate Planning

As an investor, your journey doesn't end with just acquiring properties...

As an investor, your journey doesn't end with just acquiring properties and generating a steady cash flow. An often overlooked but crucial aspect of your investment strategy involves safeguarding your investments for the long term and planning how they will be handled after your lifetime. This blog explores key strategies for both active and passive investors to protect their real estate assets and set up their estate for a seamless transition.

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