Recent Newsletter Articles
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#82 What Are Your Plans for 2026?
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As the year draws to a close, this is the natural moment to pause. To reflect on what you have accomplished over the past twelve months. To consider what you want to create in the year ahead. Before you rush into setting New Year’s, I suggest you first consider the question: What would you do…
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#81 Book Review: The Gap and The Gain
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I just finished re-reading The Gap and The Gain by Ben Hardy and Dan Sullivan [1] for the Money Mental Book Club. One member captured the book’s essence perfectly: you could summarize its core message in a LinkedIn post, but you need to read it multiple times to truly internalize its principles. The short summary…
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#80 Taking Your First Step: A Practical Framework for New Syndication Investors
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Last week I was talking to someone who is struggling to get started in syndications. Conceptually, they understand the attraction of getting cash flow from an investment while that investment continues to appreciate in value. But they are having a hard time making a decision on what to invest in. They asked the question: “If…
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#79 Break Your Paycheck Dependency
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This week, Amazon announced layoffs affecting 14,000 employees. These are not underperformers or redundant workers. They are people who show up every day, contribute meaningfully to the company mission, and believed their positions were secure. Having spent over a decade at Amazon myself, I understand the shock and uncertainty these individuals now face. But this…
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#78 Why I Believe In Syndications
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As most of you know by now, I am a strong advocate for investing in syndications. After 30 years of studying real estate investing and transitioning from active property ownership to passive investing, I credit my syndication investments with allowing me to retire just six years after I began investing in them. However, you may…
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#77 Due Diligence: Evaluating the Deal Itself
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Assuming that the sponsor has passed your review [1] and the property meets your investment criteria [2,3], you have reached the final steps in your due diligence journey. The opportunity looks promising. The sponsor may be encouraging you to commit quickly. You may feel excitement about the projected returns. This is precisely when you must…
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#76 Beyond the Sponsor: Analyzing the Property That Will Generate Your Passive Income
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You have identified sponsors you trust [1] and refined your investment thesis to filter opportunities that align with your goals [2]. Now comes a critical juncture: evaluating the specific property that will house your capital for the next five to seven years. While your sponsor vetting process has eliminated the majority of deals crossing your…
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#75 Book Review – Who Not How
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Why the most successful investors ask “Who?” instead of “How?” When most of us encounter a problem or set a goal, our first instinct is to ask: “How can I accomplish this?” According to Dan Sullivan and Benjamin Hardy in their book “Who Not How” [1] this question, while natural, fundamentally limits our potential for…
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#74 Different Types of Syndication Deals
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Investors entering the syndication space often assume all deals follow the same basic structure: a group pools money to buy a single, identified property. While this represents the most common opportunity you will encounter, limiting yourself to this single approach can restrict your ability to build truly diversified passive income streams. Understanding the three distinct…