Description
Real estate investors are rethinking strategy. We break down passive income vs growth investing, why many multifamily syndications are under pressure, and practical ways to rebalance for cash flow without losing sight of long-term upside. Keywords: real estate investing, passive income, debt funds, private lending, multifamily, 1031 exchange, cost segregation, return on equity.
What this video is about (and why it matters):
Apartments faced real headwinds—rising rates, taxes, insurance, and OpEx—while many equity deals slowed or hit capital calls. We cover how to protect your capital, sharpen your portfolio’s return on equity (ROE), and choose between 1031 exchanges, cost segregation, selling, or paying tax and reallocating to income-producing assets.
Key points covered:
Market reality: why many apartments are struggling and what’s changing
Growth vs income: setting the right allocation for today and for later
Capital calls: what they mean and how to assess structures
ROE basics: keep, refi, sell—how to run the numbers
1031 vs cost segregation: use cases, timelines, and trade-offs
When “just pay the tax” can be the smarter move
New construction opportunities and distressed discounts
Passive plays: debt funds, private lending, and development timing
Call to action:
If this helped, please subscribe and share with a friend. Comment with your current allocation between growth and income and what you’re changing next. For more content on passive income, ROE, 1031s, and deal selection, check our related videos and links.
Chapters/Timestamps
00:00 - Introduction
02:14 - Chris Lopez: background and focus
07:31 - Market check: apartments under pressure
14:22 - Capital calls and syndication lessons
20:48 - Growth vs income: setting your mix
28:05 - ROE: keep, refi, or sell
36:19 - 1031 vs cost seg: how to choose
44:55 - Distressed new builds and next moves
Resources Mentioned
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