#BroadMark

Dec 1, 2019
17 min

Deep-dive Into My 7 Figure Alternative Investments / Real-estate Portfolio: 2019 Q4 Update

My boring-by-design portfolio cranked out a nice 8%+ in income (not counting price appreciation). And I've added 3 difficult-to-find uncorrelated asset classes that should not only harden the portfolio against the next downturn but also boost returns. Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older u

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Oct 8, 2019
9 min

Is the Sponsor Taking Fair Compensation? Or Ripping Me Off?

What's normal and what's out of line? Are there times when I should be willing to pay more? This article explains how I evaluate these things. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referri

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Jun 13, 2019
2 min

The Real Estate Crowdfunding Review June 2019 Update

Comprehensive review of Equity Multiple, extension to club feeder and latest news on Prodigy Network, etc. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referring investors, affiliate leads or a

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May 20, 2019
3 min

The Real Estate Crowdfunding Review May 2019 Update

Comprehensive review of Broadstone Real Estate Access (BDREX); updated non-accredited guide to choosing funds; new feeder; latest news. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referring inv

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Apr 30, 2019
3 min

The Real Estate Crowdfunding Review April 2019 Update

Deep-dive review of the newly revamped FundRise, Broadmark funds roll-call, Grubb feeder onboarding and industry news. (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial professionals before making any financial decisions. Code of Ethics: We do not accept any money from any sponsor or platform for anything, including postings, reviews, referring investors, affiliate

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Jan 17, 2019
10 min

A Peek Inside My 7 Figure Real-Estate Portfolio: 2019 Quarter 1 Update

2018 wasn't a fun year for traditional investors in public stock markets. But my real-estate portfolio happily hummed along with a healthy 8.76%+ return. Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opinion and not a regist

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Mar 8, 2018
6 min

A Peek Inside My 7 Figure Real Estate Portfolio: 2018 Q1/Q2 Update

A profitable exit on a risky investment (finally!), a dump of (awful) Lending Club loans, and a new long-term hold to avoid taxes indefinitely (with "defer, defer and die"). Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opini

7,798 views0 comments

Oct 12, 2017
6 min

A Peek Inside My 7 Figure 2017 Real Estate Portfolio

How I'm preparing for the next recession with "quick" and "slow" investments. Note: this is an older version of this article series and there is another, newer update now available. Click here to view the master index which contains a link to the latest and greatest update (as well as all of the older updates). (Usual disclaimer: I'm just an investor expressing my personal opinion and not a registered financial advisor, attorney or accountant. Consult your own financial pro

5,155 views0 comments