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What is Syndication? – Definition and Legal Aspects

By George Roberts III Syndication involves two or more investors coming together to make an investment that neither investor could make, or would make on their own.The Howey Test is a four-pronged test courts apply to determine whether or not an investment constitutes...

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Investing with a Solo 401k!

By George Roberts III A Solo 401(k) offers many advantages over a Self-Directed IRA.- Checkbook control- Distributions at age 55 without penalty- No RMDs- No UDFI (Unrelated Debt Financed income) tax Click on the image to view the video. This article has been prepared...

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Mastering IRR as a Passive Investor in Syndications

By George Roberts III This article was written in Bigger Pockets by one of Horizon Multifamily experts. Mastering IRR as a Passive Investor in Syndications This article has been prepared for informational purposes only, and is not intended to provide, nor should it be...

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Repositioning a Multifamily Asset (Apartment Complex)

Repositioning is of the greatest ways to generate outsized returns. In this video George Roberts covers the basics of repositioning as well as pitfalls that can cause you to fail to generate your projected rates of return. Repositioning is a great way to improve the...

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Trend Towards Fewer Multifamily Units

There remains a great need for more multifamily units. It will take years to catch up after the effects of underbuilding in the 2010 - 2014 timeframe. The relative scarcity of multifamily units helps to underpin apartment prices. It is a great time to own, reposition...

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Tracking the Economic Recovery from COVID-19

By George Roberts III www.TrackTheRecovery.org The recovery from COVID-19 has been very heterogeneous. Compare California and Florida. California has been hit nearly twice as hard in the lowest income range (less than $27,000 per year). The middle income range in...

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Multifamily Case Study

Here is a case study of an actual multifamily property.  This article has been prepared for informational purposes only, and is not intended to provide, nor should it be relied upon for legal, tax, or accounting advice. You should consult your own legal, tax and...

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