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

Raise your hand if you’ve ever spent time reading the SEC (US Securities and Exchange Commission) website or dug into why this commission exists? I can say that prior to expanding my knowledge base to include Real Estate syndication, the SEC was an acronym that I had no idea about. If you’re in that camp, then hopefully the next few minutes will illuminate the importance of the SEC, and what we do at Pinions Principal Partners to ensure we are compliant with SEC requirements.

Caleb and I haven’t always been passionate about investing in Multifamily Real Estate or even passionate about finding ways to develop passive streams of income.  A fire really lit inside us when our first son was just a few months old.  Our family structure and health being top priority, meant me staying home to flourish to our growing family while building a real estate enterprise.   Like us, most families are discussing the high cost of living in many states, the ever-incr