Ascent Newsletter Summary – September 2024
State of the Market Update: Basically as exciting as the Superbowl – the Fed lowered the rate by a whole 50 bps! Treasury bonds will go down a little, but commercial real estate will become slightly easier to buy. According to Globe Street, there has been a resurgence of buying office assets because they are […]
How Ascent Has Evolved?
We’ve evolved a lot over the past four years. Our journey in creating Ascent Equity Group began in December 2020, driven by a shared desire to invest in opportunities aligned with our passive income goals that could grow over time. We approached MG Properties with the proposition if we invested as a single […]
Ascent Newsletter Summary – August 2024
The U.S. economy saw strong job growth in Q2 2024, and the apartment market is set to see high new unit deliveries in 2024 with declines in 2025. Partly due to limited new apartment builds, we chose Sunrise in Chandler for it’s prime location and are adding a hotel to our portfolio. The hotel market […]
Ascent Newsletter Summary – July 2024
State of the Market Update National: Rising unemployment (now at 4.1%) and potential recession fears discussed in “The Rate Guy Podcast.” Speculation about possible Fed rate cuts due to stable inflation and weakening job data. Global: Despite high interest rates, global investors favor multifamily properties, especially in the U.S. Sun Belt. Increased interest in high-risk […]
What Makes a Multifamily Deal Great in 2024
We’ve talked a lot about how we’re not seeing the expected deluge of distressed properties that was forecasted for this market. But what do we look for to assess if a deal is great and worth fighting for or not? Why Deals Have NOT Yet Materialized One of the primary reasons we haven’t […]
Risk Factors to be Aware of in Real Estate Investments
Real estate investments offer significant potential for financial growth, but it’s not without risk. At Ascent Equity Group, we empower our investors with the knowledge to navigate these risks effectively. Let’s look into the key risk factors associated with real estate investments and the strategies we employ to mitigate them. Using our latest investment, Sunrise […]
How a Syndication Waterfall Works and Understanding Fees
When it comes to real estate syndications, one of the most critical aspects for investors to understand is the waterfall structure. This is what dictates how profits from a property are distributed among investors and sponsors. It’s called a “waterfall” because it illustrates how money flows from the property to the investor. Let’s review the […]
Disinformation about Syndications | Asking the hard questions about passive real estate investing
Syndication investments are often misunderstood, leading to misconceptions, misinformation, and fear. If you have come across this blog, you are likely unbiased and eager to learn and grasp what syndications really are. At Ascent, we focus heavily on education because we want our investors to be informed, knowledgeable, and competent in syndication investing before committing […]
Fixed vs Variable Rate Loans: Which is better for your investment?
Trying to decide between fixed and variable loans? It’s not always a straightforward choice. We’ll break down the differences between fixed and variable-rate loans, providing insight to help you make an informed decision for your investments. Whether you’re a seasoned investor or just starting out, understanding these loan types is crucial for your financial strategy. […]
Syndicators and Risk Management: Educating Investors on Multifamily Syndication | 2024
In a recent Wall Street Journal article titled “A Housing Bust Comes for Thousands of Small-Time Investors,” the foreclosure woes of Jay Gajavelli, the head of Applesway Investment Group, were brought to light. Gajavelli’s ownership of multiple units across Houston took a turn for the worse, shedding light on the risks associated with syndicators in […]