
What To Invest in? Sample Deals
With so many different real estate options, what and where should we be investing in? At our 3rd Real Estate Investor Meetup in San Mateo last Wednesday, we presented four past deals from individual investors. Kevin - Private lending in Florida Patrick - Private lending in California Bay Area, assisted care facilities in Arizona Henry - Turnkey rental property in Oklahoma City Key Lessons Learned: Each deal is unique - know your numbers before getting into a deal (worst case

Five 401(k) Myths Killing Your Returns
When can you retire? I would love to retire by 40. Whatever your retirement date is, we all need to know how to find answers to the following questions: Is my 401(k) doing the best it possibly can? If and when the markets go down, can I afford the loss based on my retirement date? Am I on track to retire by my targeted date? In my journey to find these answers, I discovered five myths that have made me pause and re-think how I invest in my retirement, also known as my 401(k).

Where To Invest: San Francisco Bay Area Or Elsewhere?
On Wednesday, March 29th, Kiri and I hosted our 2nd Real Estate Investor Meetup in San Mateo. Below are the meeting notes. We divided the group into two teams to develop their arguments for either investing in the Bay Area or outside of the Bay Area (assumed different states). Investing in the Bay Area Pro's Nearby/ easy access in case of issues to be resolved Familiarity/ knowledge of local area Strong appreciating market Strong job market Great weather Higher demand than mo

The First Of Many Blogs
Welcome to my first blog. Feedback is welcome (and encouraged!) in order that I make these more useful (and fun) for both of us. You may know me as the cousin who has been flying all over the world for the last 15 years, or the friend who has been difficult to find on Facebook since he started private lending, or perhaps the son who works in management and technology consulting yet you still have no idea what that means (I love you mom and dad). I graduated from the Universit