REIT Investing 101: What is a REIT and What are the Benefits of Investing?
A REIT, or Real Estate Investment Trust, provides several key benefits for real estate investors. Upside Avenue CEO Yuen Yung highlights what these benefits are. You get professional management of your real estate investment. You get a well-balanced portfolio. A REIT spreads the risk out among many properties, so your investment isn’t tied up into […]
7 of the Best Ways to Invest in Real Estate
Investing in real estate has many benefits including, building equity, cash-based income streams, hedging against inflation, tax breaks, diversifying your portfolio, and more. On the surface, it’s an attractive investment with significant potential upside but “investing in real estate” has many different options and opportunities for growing wealth. Real estate investments can range from flipping […]
A Financial Freedom Checklist for Recent Graduates
The first real paychecks after graduation can feel life-changing after living on a college budget. The temptation to spend newly earned money is real but can come with some significant downsides, such as increasing overall debt load, prolonging potential retirement, and preventing new graduates from living a sustainable lifestyle. Here are a few ideas to […]
The Investing Allure of the FIRE(Financial Independence, Retire Early) Movement
Financial Independence, Retire Early (FIRE or FI/RE or even FI) is a financial movement and program that emphasizes extreme savings and investment. The goal of FIRE is to allow participants to retire earlier than if they subscribed to traditional budgeting or retirement planning. Developed from the book Your Money or Your Life by Vicki Robin and Joe […]
Upside Avenue Webinar Highlight
Ever wondered how you can take investing into your own hands? In our March 2021 Educational Webinar Smart Investing for Women, Liz Gillette CFP®, Rachel Clawson CFP®, and Anna Sergunina CFP® from MainStreet Financial Planning, Inc. share tips on how women can become smart investors and a “Money Boss”. This webinar discusses strategies for investing […]
Upside Insights Highlight
Haley Gant from Quest Trust Company shares how IRA is different from brokerage accounts, the importance of diversifying your investments, and advantages of Self Directed IRAs in the latest Upside Insights. Haley also highlights key things investors need to be aware of when investing in IRAs. Some of the key things investors should be aware […]
Tax Advantages of the Upside Avenue REIT
Real estate investment trusts (REITs) are a popular way for individual investors to own long-term investments like real estate without the hassle of having to buy or manage properties. REITs don’t pay corporate taxes and instead distribute at least 90% of their taxable income to shareholders as dividends. Due to their operating guidelines’ unique nature, […]
Upside Insights Highlight
Daniel Ortega from Vantage IRA joins Upside Avenue in our latest Upside Insights to explain what are Self Directed IRAs, Traditional IRAs, and Roth IRAs. A Traditional IRA is tax deferred account meaning that you would not need to pay any taxes on that account now. Roth IRAs on the other hand is tax exempt […]
Investing in Multifamily Real Estate
In a recent interview with Mountain West IRA, Chirag Hathiramani, Chief Investment Officer for Upside Avenue, an award-winning non-traded multifamily REIT. Chi specializes in identifying and acquiring multifamily investments throughout the United States sunbelt region. Chi talks about what makes multifamily investing different from single-family, reviews some advantages and challenges in managing a multifamily investment, […]
Introduction to Self-Directed Retirement Plans
What is a Self-Directed Retirement Account? A Self Directed Retirement Account (SDRA) is a retirement account that offers a wider range of investment options than a standard retirement account held at a traditional custodian. SDRAs can include IRAs (both Roth and traditional), SEP-IRAs, Solo 401(k)s, and others. Outside of a very few exceptions, the IRS […]
