Last year at a Real Estate Deal Making Symposium and Syndication Seminar program, the audience was treated to an extraordinary speaker who demonstrated, using real life examples, why good contracts are so critically important. Our presenter, Larry Rothstein, has put the majority of his presentation into words so that people who were not in attendance could benefit from those insights. I share it with you here and hope that you enjoy it.

More on Do Attorney's Ever Litigate Good Contracts - Or Just Bad Ones?

Share This

If you look at the individual investors that participate on Wall Street, only a tiny handful can take down a whole company all by themselves. There are a few billionaires who can but they generally don't want to, and typically prefer to share the risk with other people. For this reason, corporations have been organized with shares of stock that are sliced up so that dozens, hundreds, thousands or tens of thousands of investors can participate in the profit-seeking activities of our capitalistic country.

More on What If You Can't Eat The Whole Elephant?

Share This

Does the little guy stand any chance anymore? Is anyone looking out for us?

Probably not. The world has become pretty unfriendly to entrepreneurs and self employed people so we have to take care of ourselves. Just keep your eyes wide open when it comes to the management of your financial resources. Understand how the game really plays.

More on Controlling Your Capital: Who is on Your Side?

Share This

Living through the stock market roller coaster has been difficult – in fact, it is paralyzing. I am so focused on it that I am having trouble concentrating on work that I can actually control. Ironically, the chaos of the week has made one issue crystal clear for me.

The more I understand the stock market, the more I realize that I don’t get it at all.

Most individuals have their money in the stock market because their retirement accounts force them into the market. Those funds are forced into the market because the companies that manage those funds are stock market companies. A coincidence? The stock market companies supply pension plan participants with a small slate of stocks and mutual funds to choose from. They don't like to call it a slate because that increases their liability in case something goes wrong. But in effect, when you are provided with two, five or seven choices, it is basically a menu that somebody, who pretends to care about your money as much as you do, has provided to you so you can make a simple choice.

Most people think that they live in a self-directed world because they are able to pick the investment vehicle for their capital. But could this be anything further from the truth? In reality, you are not self-directing when you pick from a slate with investments that yield 2% or 3%, and maybe stretching it into really crazy territory, up to 5% annually. It doesn't sound like self-direction to me if you have to be in the stock market at this crazy time and you don't feel good about it. If you would rather be in commodities, real estate or some other asset class, you have to take charge. Do you want real self-direction? So do we.

The entrepreneurial management team of my company has come up with a mechanism for delivering true self-direction to pension plans and IRA funds. We work with CPAs and pension plan administrators that convert the restricted, “cookie cutter” plans into opportunities for true self-direction.

It is the entrepreneurs in our society who always solve the big problems and allowing people the freedom to manage their money in a way that is suitable to their personal style and risk temperament will be no exception. Entrepreneurs will help consumers to solve this problem too, helping investors to break free from the shackles of the big wire houses on Wall Street.

We will be sharing strategies in this area, but for a “heads up” on how we are working with retirement assets, please be in touch with me.

If you have an opinion or thought on this topic, please write a comment in the form below. Share this blog with your friends. Thank you for being one of our loyal readers. We appreciate you and are rooting for your success.

Often dubbed a "Growth Architect" by his clients, Joel Block advises companies on explosive growth strategies by driving revenues and sales. Well known in the capital markets, Joel is a successful entrepreneur, speaker, advisor and is an astute investor. Joel is CEO of Bullseye Capital , a full-service real estate company supporting owners and buyers of real estate assets with brokerage, leasing, property management, and mortgage services. Joel is also the founder of the Bullseye Capital Real Property Opportunity Fund, LLC which is an investment company that acquires distressed real estate by working with accredited investors.

A leader in real estate syndication, we offer seminars to assist others in acquiring the skills needed to raise syndicate capital to acquire properties. Imagine knowing how to pool funds to purchase any real estate investment, whether single family, multi-family, commercial, or anything else. For more information and complete details, please go to http://www.syndicatefast.com/.

Share This

More on You Can Syndicate Anything

Share This

This morning at the health club, I ran into one of my long time friends, and I asked him if what I read in the newspaper was true. The paper reported that the bank where he is chairman was sold to a much larger institution. He confirmed that it's true, and needless to say, a bunch of his cash is going to be made available to him in the near future. I asked him what he planned to do with some of that cash, and he told me he was planning to get into the short-sale game and start finding houses that he could buy, fix, and flip — or hold – depending on the circumstances.

More on Should You Try It Alone Or Join a Vulture Fund?

Share This

Real Estate syndication is by far the most profitable aspect of the real estate industry. The reason is that it encompasses all the other areas including brokerage, lending, ownership, management and more. Each month, I host two Q&A teleconferences to help experienced people in the real estate business attain success in syndication. And with every call, I find there are two groups of people. There are those who are properly organized and ready to get started on the right path to real estate syndication. And then there are those who are having trouble getting out of their own way.

More on Where is Your Horse – In Front of or Behind the Cart?

Share This

It is with mixed emotions that I share with you that my longtime colleague, business partner, and friend, Matt Zembruski, is moving on to pursue other goals and dreams for his business career. Matt has been the general manager of Growth-Logic, Inc, also known as Bullseye Capital, for the last six years and his contribution has been immeasurable I am happy for Matt, but consider it a loss because Matt has brainstormed with me; Matt has organized with me; and Matt has helped to lead our company into many of the wonderful programs that have helped so many people over the years.

More on Thank you and farewell to Matt Zembruski

Share This

Today was the one day of the month I go and get a haircut. One of the first things that my haircutter said to me was that his clients have been telling him he needs to get into the real estate short-sale game. When I hear a non-professional tell me that I need to get into the “game,” I know the opportunity for professional buyers is behind us, and it’s time to get out of the game.
More on Only Your Haircutter Knows For Sure

Share This

More on Should the Concept of Estate Tax Apply to Big Corporations?

Share This