Tag: #mbc

Definition: What is an accredited investor?

Mar 11, 2023

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Terence Critchlow

An accredited investor is the term used by the SEC to refer to investors who are “financially sophisticated”. Accredited investors are able to invest in a wide variety of opportunities that normal investors are not – some of which (such as capital raises for tech startups) are much riskier than the investment options that are…
When should you use an IRA or other retirement accounts to invest in syndications

Mar 4, 2023

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Terence Critchlow

Standard disclaimer: I am not an accountant or financial advisor, and am not providing tax or financial advice, this article reflects my understanding of the rules as they currently exist and is not a recommendation on what you should do. I always recommend talking to your tax and financial advisors before making any financial decisions.
My (Current) Investment Philosophy

Feb 25, 2023

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Terence Critchlow

There are a lot of different ways to invest in real estate. The right way for you may not be the right way for me, and that’s ok. Success in REI does not look the same for everyone. It is important, however, that you understand why you are investing in a certain asset class, deal,…
My advice for new investors

Feb 18, 2023

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Terence Critchlow

One of the questions I usually get when talking to someone who is looking at real estate investing for the first time is, “Where do I start?” Sometimes the question comes out as directly as that, sometimes the conversation dances around the topic for a while.
What I look for in a potential sponsor

Feb 11, 2023

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Terence Critchlow

I would argue the single most important decision you make about investing in syndications is not which deal to invest in, but which sponsors do you invest with. Obviously the deal itself is important – the numbers need to make sense and it needs to fit within your overall investment philosophy – however many investors…
Where to put your investing dollars: REI vs the stock market – the numbers (2/2)

Feb 4, 2023

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Terence Critchlow

After reading the previous article, I am guessing you are a little skeptical. I can imagine you thinking “That sounds nice, but do things really work out that way?” I totally understand.
Where to put your investing dollars: REI vs the stock market – High level (1/2)

Jan 28, 2023

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Terence Critchlow

These days, an investor looking for a fully passive return has a lot of options. One of the most common approaches is to put money into an index fund and let it grow. Then, when you need a stream of income, you can start drawing down the funds with the 4% rule giving you guidelines…
Why I started this blog – and MBC

Jan 21, 2023

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Terence Critchlow

Before we go too far into the details of syndications and specific deals, I want to give you more of an idea as to why I am investing in real estate, creating MBC, and writing this blog. I think understanding who I am and why I am here will help you put my advice in…
What documents should you expect to see as part of a syndication? (An Introduction to Syndications Article 3/3)

Jan 14, 2023

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Terence Critchlow

Because the LP is a completely silent partner and has no influence over the investment, the SEC considers syndications to be securities [1] as the profit expected to be made (by the LP) is due exclusively from the actions of a third party (the GP). This makes it a very different situation than when you…
Who should consider investing in a syndication (An Introduction to Syndications Article 2/3)

Jan 7, 2023

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Terence Critchlow

I believe syndications are an amazing investment opportunity for a large number of people – including many people who don’t even know they exist. But there are some drawbacks that you need to be aware of as well and so they aren’t the right option for everyone. As with any investment you make, it is…