Finance Bites™ | Real Estate

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The Purpose-Driven Real Estate Investor

Do you feel like you’re just managing your properties day-to-day, keeping everything moving, but not really moving forward? You’re not alone. A lot of investors find themselves in the same…

Has the means become your mission?

Have you ever found yourself so focused on a project that you forgot why you started it in ...

Is your real estate investment still serving its purpose?

It’s easy to say, “Real estate is just business,” but let’s be honest—there’s often more emotion involved than ...

Real estate investors: Sell or hold?

To sell or not to sell… That is the question—one of the most common questions we get. How ...

Interview with Patrick Lam and Sly Pusiri | Inspired Healthcare Capital

May 20, 2024

Investing in Senior Living Real Estate Wally sits down with Patrick Lam and Sly Pusiri from Inspired Healthcare Capital to discuss the increasingly popular topic of investing…

Interview with Annemarie Sunde, Property Manager

February 16, 2024

New 2024 Colorado Landlord Laws   00:00 – 00:12: Bumper 00:12 – 01:59: Spotlight: Annemarie Sunde 01:59 – 03:08: Annemarie’s Rules for to Protect Landlords 03:08 –…

Interview with David Waitley, Top San Diego Realtor

August 17, 2023

Specialized Opportunities in San Diego Real Estate ________________________________________________ © 2023 Ridgegate Financial. All Rights Reserved. “Purpose. Planning. Portfolio.®” is a registered trademark of Ridgegate Financial in the…

Introduction to the 1031 Exchange

May 15, 2023

Introducing the 1031 Exchange Real estate investment can be an excellent way to strive to build wealth. As an investor, you may know the benefits of owning…

What Is a 721 UPREIT?

May 15, 2023

What Is a 721 UPREIT? Real estate investment is a potentially lucrative field that has attracted many investors over the years. As an investor, you can choose…

Tenant in Common 1031 Exchange

May 15, 2023

Real estate investments have been a popular choice for investors looking to diversify their portfolios and generate passive income. However, managing a property can be time-consuming and…

The Future of Interest Rates.. Will They Go Back Down?

April 5, 2023

Wally Smith: I saw, I think you might have posted it, interview with Howard Lutnick on in Davos with Maria Bartiromo. It was brief, but he wasn’t…

Don’t Fall For This Typical DST Sales Trick

April 4, 2023

Wally Smith: We had a call, gosh, last week, and we were talking about typical interest rates, and again, we never talked product on the show, but…

Master Leases in the Single Family Rental Space

April 3, 2023

Wally Smith: We talked about master leases. Have you seen anybody successfully yet doing master leases with single family rental communities? Jeff Hertz: There are a few…

How Different Investments Perform in an Inflationary Environment

April 2, 2023

Wally Smith: When we look at interest rates, we can’t stop today without talking about interest rates and how things have changed. I know you were author…