As if inflation and rapidly increasing interest rates were not enough to generate economic uncertainty, March has brought upon us two bank failures, those of Silicon Valley Bank (SVB) and Signature Bank—with fears of additional failures over the coming weeks still looming.

As an investor, it is important to be mindful of the potential mistakes that can hinder investment success. Limited Partners (LPs) play a vital role in private equity real estate investments, but they can make mistakes that can impede their ability to achieve their investment goals.

Any investment manager, in order to hire and retain the best talent, purchase the best software, and keep the lights on, needs to charge fees. Well-run firms find a balance between charging fees that will ensure that the company is able to continue to operate during market slowdowns, while simultaneously minimizing additional costs to acquire/maintain properties so that investor returns are maximized.

Austin is the land of music, art, and vibrant culture. And Round Rock: the homely city just north of Austin that’s known for its small-town charm and big-city amenities. Combined, these two cities form one of the most dynamic markets in Texas – a prime location to invest in multifamily properties.

In 2022, Dallas-Fort Worth-Arlington TX landed the #4 overall spot in our Market Appreciation Model and even more astoundingly scored above average appreciation in our model every year except for 3 years from 2000-2022. And in the 3 years it was below average it was just a hair under the 37 market average making it the best market for investors looking for growth and stability.

Orlando is a thriving MSA and home to world-renowned theme parks, beautiful beaches, and vibrant nightlife. But this Central Florida city is not just an amazing place for tourists – it's also a very fast-growing place for permanent residents.

Phoenix is the oft-forgotten gem of the Southwest. With its warm climate, vibrant culture, and diverse economy, it’s no wonder that investors are beginning to take note of this region as a prime destination for multifamily property investment.

In this article, we'll cover the many benefits of investing in multifamily properties in the Phoenix-Mesa-Scottsdale, AZ MSA. You'll learn about the region's economic growth and stability, the area’s strong job market, its affordability for renters, and much more.

From Tampa itself to nearby cities such as Clearwater and St. Petersburg, the Tampa-St. Petersburg-Clearwater Metropolitan Statistical Area (MSA) has become a hotbed for investors looking to take advantage of the region’s strong rental market and affordable cost of living.

2022 was quite the year. Despite the market turbulence, it was a successful year for Breneman Capital and its investors. From the last week of 2021 until December 31st, 2022, we transacted on $60M+ of real estate, selling 4 assets in Chicago and acquiring 5 assets in Phoenix.

Economic uncertainty has been a major talking point across all industries over the last few months. The federal reserve has steadily been increasing interest rates in an effort to combat inflation, while supply chains have suffered due to countless factors, most notably the Russia-Ukraine war and renewed COVID-19 lockdowns in China. 

Just like the public equity sector, real estate has been adjusting to the current economic and financial climate after a period of unprecedented growth. So what changes have we seen in the private real estate sector?

As home prices have slightly decreased, new housing starts have declined by nearly 10% in the past few months in light of runaway inflation and higher mortgage rates.

If you have recently seen our social media profiles, website, or are a member of our newsletter, you may have already noticed that Rise Invest has officially rebranded as Breneman Capital.

What are the benefits of investing in real estate?

Many people aspire to invest in and own real estate as they know it’s a major creator of multi-generational wealth, thanks to its annual income returns & the prospects of capital growth. There are a variety of ways in which investors may participate in the sector, so let's have a look at four of the most favored ways in which real estate investments may be accomplished:

The 1031 Exchange deferred tax incentive is a tax incentive scheme uniquely available to real estate. Upon the sale of a property, it allows the owner to defer the realization of capital gains tax ("CGT”) and depreciation recapture tax (“DRT”).

Making appropriate underwriting assumptions before a property is acquired can be highly fraught. There are multitude of variable factors which need to be taken into account, both macro and micro, when assessing the feasibility of a project—whether it can meet the stakeholder’s target returns, if the projections prove to be too optimistic or conservative, and if it a sound underwriting proposition.