We write to you today on the heels of the Silicon Valley Bank (SVB) and Signature Bank failures. A combination of a significant increase in short-term interest rates, regulatory oversight, and deposit outflows quickly undermined two very large banks, very quickly.
In Lucern Capital Partners’ Annual Outlook 2023, Frank Forte shares his views on the general U.S. economy and the real estate market.
Investing in real estate takes experience and knowledge as not every deal offers the same opportunity to deliver ongoing cash flow and long-term returns. Knowledgeable real estate investors have robust underwriting processes in place to be able to effectively evaluate a market and deals. Our latest article discusses four metrics we believe every multifamily real estate investor should understand before investing.
Insurance is a necessary expense whether the policyholder is a renter looking to cover his personal belongings or a multifamily property operator interested in protecting his investment. In this article, David Hansel discusses the four types of insurance he believes every multifamily property owner can’t be without.
The end of 2022 has taken professional investing’s reputation on a rough ride. Hardly a week goes by without prominent headlines that highlight the epic implosion of yet another high-flying, over-hyped company. Why do so many highly-experienced investors fall for the hype? How can these smart people get duped by “visionaries”? Let’s learn from these cautionary investment tales and consider the vital role of due diligence.
During the past year, the stock market has taken investors on a wild rollercoaster ride. Although no single path exists to circumvent market downturns completely, smart investors have discovered safe havens that reduce exposure to market volatility. This includes multifamily real estate, which generates passive income to help investors ride out the market rollercoaster.
Before the pandemic brought economic upheaval, multifamily value-add investments followed a reliable path: Buy a property, make upgrades, and enjoy strong returns. That process may have felt like a sure thing just a few years ago, but times have changed.
10 Solid Reasons to Diversify Your Stock Portfolio by Investing in Multifamily Real Estate with Lucern.
When it comes to smart markets to invest in, it’s no secret that we like the Sun Belt, in particular the Charlotte MSA and the Carolinas as a whole. Lucern has been investing in this region for over five years and in that time, we’ve seen our strategies validated. This is evident by continued wage […]
Single family inventory shortages, rising mortgage rates, and other long-term effects of the pandemic continue to fuel conditions that strengthen multifamily market opportunities for investors in 2022.