It can seem that the difference between Return on Capital and Return of Capital are non-influential, and we get that sentiment! However, there are important distinctions between the two and how they affect a potential investment that we hope to clarify for you. Return of Capital An investor receives a flow of distributions during the life of the investment, repaying their initial capital investment over time. As the investor receives distributions, their investment value in t

Over the last few years, we’ve heard from friends and colleagues who were desperate to buy a house but faced the ever-growing competition of the housing market, and either contemplated or moved forward with an offer on the house, site-unseen, or once under contract, bypassed the inspection process to close the deal quickly. The desire to have THAT house was stronger than the risk of buying a home that may have significant structural issues or major appliances that would need

Have you thought about ways you can leverage past employer investment programs, or other retirement accounts to better fit your goals and family needs?  In 2024, Caleb and I converted a 401K from a previous employer to a self-directed IRA. At the time, I didn’t realize quite the benefits of doing this, but like most things, Caleb was a few steps ahead of me and knew what he was doing.  I knew the advantages of real estate investing but didn’t know our retirement accounts coul