Investors regularly confuse preferred returns with cash distributions. In this episode, Charles explains the difference between them, why there is a variance and how to recognize what the estimated cash distributions will be when reviewing an investment offering. Watch The Episode Here: Listen To The Podcast Here: Talking Points: In Episode SS103; I discussed what [...]

It is common to see the Internal Rate of Return (IRR) mentioned in private equity deals; the issue being, the IRR is able to be manipulated and could possibly mislead investors. In this episode, Charles discusses why the Equity Multiple should always be taken into consideration when reviewing a potential investment opportunity. Watch The Episode [...]

The Secured Overnight Financing Rate (SOFR) is an alternative to the London Interbank Offered Rate (LIBOR). In this episode, Charles breaks down what is SOFR and why is it replacing LIBOR. Watch The Episode Here: Listen To The Podcast Here: Talking Points: In Episode SS51; I discussed the London Interbank Offered Rate (LIBOR), its history, [...]

A normal part of private equity is the “preferred return.” In this episode, Charles explains what a preferred return is and how it influences private equity real estate investing. Watch The Episode Here: Listen To The Podcast Here: Talking Points: A preferred return; often called “pref” or the hurdle rate, is the minimum return that [...]

Accredited investors are allowed to invest into securities that are not registered with the Securities and Exchange Commission. On this episode, Charles discusses what is an accredited investor and how to become one. Watch The Episode Here: Listen To The Podcast Here: Talking Points: Why would someone want to become an accredited investor? Accredited investors [...]

Successful rental experiences for both, the tenant and the landlord, depend on good communication and established expectations. In this episode, Charles discusses what expectations you should set with your tenants prior to move-in to ensure a positive rental relationship. Watch The Episode Here: Listen To The Podcast Here: Talking Points: After many years as a [...]

What happens after a tenant moves out of your property? In this episode, Charles discusses the move-out process for landlords along with how to minimize downtime between your previous tenant and a new tenant. Watch The Episode Here: Listen To The Podcast Here: Talking Points: There is a process for landlords when a tenant moves [...]

There are many investment strategies that multifamily investors are able to pursue. In this episode, Charles discusses what value-add real estate investing is and why real estate investors have been able to achieve strong returns by utilizing the value-add investment strategy. Watch The Episode Here: Listen To The Podcast Here: Talking Points: Value-add commercial real [...]

Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing What is Cash for Keys. Watch The Episode Here: Listen To The Podcast Here: Talking Points: It is advised to always speak to an attorney before evicting a tenant or performing a cash-for-keys procedure. Cash for keys is a method for [...]

Welcome to Strategy Saturday; I’m Charles Carillo and today we’re going to be discussing what is a K-1 form and how is it used in real estate? Watch The Episode Here: Listen To The Podcast Here: Talking Points: I am not a CPA; speak to one before making any investment decisions. The Schedule K-1 is [...]