Skip to content

Realsource Insights

THE LATEST UPDATES

Stay informed with what's happening with the RealSource Properties portfolio of multifamily communities, important company milestones, and investment opportunities.

Filter By Topic:

featured_image
Alternative Assets Investing: Insights from ADISA 2023

RealSource's Joe Hart attended the ADISA conference and shares insights into the current investing conditions/opportunities, what we can expect for M&A going forward, alternative asset investing and more.

featured_image
Sailing Through the Choppy Waters of Capital Raising

Joe Hart, Director of Capital Markets at RealSource, shared his insights with Connect Money’s, Joe Palmisano, and industry experts from Inland Securities, and NexPoint, to discuss the current capital raise environment for the remainder of 2023, and the unique challenges that may lie ahead. Video ...

featured_image
What Has Your Investment Strategy Been During This Market Reversal And How Are You Positioning Your Clients Over The Long-term?

RealSource’s Joe Hart, Director of Capital Markets was recently interviewed at the annual ADISA Conference, a leading trade association for #AltInvestment professionals. In this video segment, Joe is asked about his company’s strategy to navigate the market reversal. Video Box Title Description. ...

featured_image
What Are Your Thoughts On Current Market Policy?

RealSource’s Joe Hart, Director of Capital Markets was recently interviewed at the annual ADISA Conference, a leading trade association for #AltInvestment professionals. In this video segment, Joe is asked what his thoughts are regarding the current monetary policy and possible implications for a ...

featured_image
Given Current Market Conditions, What Are Smart Investors Doing?

RealSource’s Joe Hart, Director of Capital Markets was recently interviewed with other industry professionals at the annual ADISA Conference, a leading trade association for #AltInvestment professionals. In this video segment, Joe is asked his opinion on what smart investors should be doing in this ...

featured_image
Building a Better CRE Investment Portfolio

When Israeli-born, Princeton University professor, Dr. Daniel Kahneman was awarded the Nobel Memorial Prize in Economic Sciences in 2002, it set the field abuzz. Kahneman was not an economist, but an academic, working in the field of psychology, studying human behavior in his lab, with research ...

featured_image
What We’ve Learned from 20 Years of Multifamily Investments

This article is intended for educational purposes only; there is no guarantee that any investment strategy or any investment programs will be successful. See our full disclosure below. As investment regulations in the Commercial Real Estate space have changed dramatically over the last ten years, ...

featured_image
The Resurgence of Non-Traded REITs

Non-traded REITs (NTRs) are back—the once beleaguered sector of Private Real Estate has returned to prominence. Investment advisors are now noticing new design features which have possibly overcome once top-of-mind objections. Non-traded REITs were introduced in the 1990s as an alternative ...

featured_image
Seeking Better Balance for Your “Balanced” Portfolio? How Multifamily Real Estate May Help.

Investment advisors are turning to alternative investments to attempt to help stabilize and better balance client portfolios. If stock and bond market performance in the first quarter of 2022 is any measure, advisors might be prudent to make allocation changes sooner rather than later. Here are ...

featured_image
The Impact of Rising Rates on Multifamily Real Estate

The Federal Reserve has continued tightening monetary policy, most recently increasing the Fed Funds rate by 75 basis points. This rate-hike represents the largest Fed Funds rate increase since 1994—a tactic the Federal Reserve is using to try to cool inflation’s current 40-year-high of 8.6%. As a ...

Offering Disclosure:

The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

Real Estate Risk Disclosure:

• There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;
• Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
• Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
• Potential for foreclosure – All financed real estate investments have potential for foreclosure; 
• Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
•Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
• Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
• Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.

BrokerCheck Information: 

• Check the background of this firm on FINRA's BrokerCheck.
• Check the background of this investment professional on FINRA's BrokerCheck.
Offering Disclosure:

The contents of this communication: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, (ii) offers can be made only by the confidential Private Placement Memorandum (the “PPM”) which is available upon request, (iii) do not and cannot replace the PPM and is qualified in its entirety by the PPM, and (iv) may not be relied upon in making an investment decision related to any investment offering by the issuer, or any affiliate, or partner thereof ("Issuer"). All potential investors must read the PPM and no person may invest without acknowledging receipt and complete review of the PPM. With respect to any “targeted” goals and performance levels outlined herein, these do not constitute a promise of performance, nor is there any assurance that the investment objectives of any program will be attained. All investments carry the risk of loss of some or all of the principal invested. These “targeted” factors are based upon reasonable assumptions more fully outlined in the Offering Documents/ PPM for the respective offering. Consult the PPM for investment conditions, risk factors, minimum requirements, fees and expenses and other pertinent information with respect to any investment. These investment opportunities have not been registered under the Securities Act of 1933 and are being offered pursuant to an exemption therefrom and from applicable state securities laws. All offerings are intended only for accredited investors unless otherwise specified. Past performance are no guarantee of future results. All information is subject to change. You should always consult a tax professional prior to investing. Investment offerings and investment decisions may only be made on the basis of a confidential private placement memorandum issued by Issuer, or one of its partner/issuers. Issuer does not warrant the accuracy or completeness of the information contained herein. Thank you for your cooperation.

Securities offered through Emerson Equity LLC Member: FINRA/SIPC. Only available in states where Emerson Equity LLC is registered. Emerson Equity LLC is not affiliated with any other entities identified in this communication.

Real Estate Risk Disclosure | 1031 Risk Disclosure

• There is no guarantee that any strategy will be successful or achieve investment objectives including, among other things, profits, distributions, tax benefits, exit strategy, etc.;
• Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments;
• Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities;
• Potential for foreclosure – All financed real estate investments have potential for foreclosure; 
• Illiquidity – These assets are commonly offered through private placement offerings and are illiquid securities. Because 1031 exchanges are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments.
•Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash flow distributions;
• Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefits
• Stated tax benefits – Any stated tax benefits are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.

BrokerCheck Information: 

• Check the background of this firm on FINRA's BrokerCheck.
• Check the background of this investment professional on FINRA's BrokerCheck.