BPG Insights

As real estate professionals, we spend our days helping clients build wealth through property ownership. I distinctly remember what my first mentor told me when I first started selling residential real estate: “Cassidy, it’s great to help your clients make money, but don’t forget to also make yourself long-term money as well. Always be buying real estate as you are selling it.” Golden advice, but he didn’t quite give me the best guidance; he forgot to tell me what TYPES of re

When raising capital for real estate investments and investing in private offerings, it is crucial to understand the regulatory framework that governs these offerings. Two of the most commonly used exemptions under Regulation D of the Securities Act of 1933 are Rule 506(b) and Rule 506(c). Each has distinct characteristics that impact how sponsors can raise funds, interact with investors, and maintain compliance with securities laws. Below, I break down the key differences to

One of the best investments a business can make is owning the place they operate out of: an "Owner-User" opportunity in the commercial brokerage world. I've highlighted three options for business owners who are looking for their own space to expand and hopefully start to capture some of the great tax benefits that real estate offers to business owners. P.S.: You will purchase the building in an LLC that you own and lease back the space to your business. 1505 King St., Alexand

When diving into the world of real estate investing, you’ll often hear the term "preferred return" come up, especially when discussing syndications, joint ventures, or private equity deals. It’s a critical concept to understand if you want to evaluate investment opportunities and determine how returns are structured. But what exactly is a preferred return, and why is it so important? The Basics: What Is a Preferred Return? A preferred return, often referred to as a “ pref ”,

BPG Residential currently has a client who is looking for their first small multifamily investment property in Washington, DC. This is their first plunge into the multifamily investment world. This isn't going to be an article evaluating CAP rates, "predicting" IRR or equity multiples, or aimed at people like myself, who are looking to raise capital to syndicate larger real estate purchases. These suggestions are for individuals, just like our client, who want to build long-t

I n Washington, DC, especially in Washington, DC rentals, location is critical. It is walkable to shops, restaurants, nightlife, and public transportation. These three quadplexes are in great locations and offer some value-add opportunities with slight renovations and gradually increasing rents over time. 1863 California St. NW, Washington, DC - Kalorama Subdivision - 4 Units - 2 Parking Spaces 651 Constitution Ave NE, Washington, DC - Capitol Hill Subdivision - 4 Units - No

When it comes to investing, the Securities and Exchange Commission (SEC) plays a crucial role in determining who can participate in high-reward opportunities like private equity, hedge funds, and venture capital. These investments often come with higher risks, leading the SEC to establish the term "accredited investor" to identify individuals or entities that are financially sophisticated and capable of handling these risks. But what does it mean to be an accredited investor

Washington, DC's small multifamily market isn't going anywhere. The demand for jobs in Washington, DC isn't going anywhere. The nightlife in Washington, DC isn't going anywhere. Owning a small multifamily real estate asset in Washington, DC, long-term, will win. However, I do think you need to place great debt and purchase these assets correctly in order to truly win and not struggle with cash flow restraints.   This newsletter highlights the three best assets in Washington,

We've missed a few consecutive weeks of this newsletter; sincere apologies. With the arrival of our second boy, I've been a bit time-constrained. That being said, we are back, motivated, and ready to help you continue educating yourself on the assets you should be considering in the DMV, Charleston, SC, and Central VA markets. This week, we are focusing on five assets that would be perfect house hack duplexes in Washington, DC, for investors looking to purchase with a low dow

It's not often that I find 3 duplexes for less than $900,000 in Washington, DC. We have 3 options here, all in growing areas that could be great appreciation plays for long-term buy-and-hold investors. These properties are perfect for house hackers who want to mitigate their living expenses while owning an asset with lower money down (3.5-5% down FHA financing). 1829 E Capitol St. SE • List Price: $849,900 • 1 Block from Metro • Duplex1: 3 Bed/2.5 Bath Unit1: 1 Bed/1 Bath Uni

Who doesn't want to own a piece of the low country? The Charleston, SC rental market continues to escalate with more and more "snow birds" moving to the area. One of my favorite aspects of this type of investment is the ability to utilize AirBnB & VRBO on a short-term basis to generate income. However, you have to be mindful that the property is in the "Short Term Rental Overlay," which Charleston County has restrictions on the number of days you can rent out these properties

Interest rates are making real estate investing harder than it has been since I started in 2017. In 2021, I purchased a duplex and secured a 2.25% interest rate on long-term financing. I was then able to use that property as my 'bank' by opening a HELOC because its value continued to rise. All of this sounds amazing, but it's harder to execute in the current market conditions. However, the one metric that continues to make investing in small multifamily properties in Washingt

Primary or Investment? Primary residence or investment property—that is the question. The gurus tell you that owning a primary residence isn’t an investment; it’s a “liability.” Okay, so you want to buy an investment property, but how do you manage something that you can’t drive to and touch? What financials should you include in your analysis? This is the internal conversation that most individuals have with themselves every year as they start to write down their New Year's