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Three Things an Investor Should Focus on in Turbulent Times

Three Things an Investor Should Focus on in Turbulent Times

There’s no doubt about it.  We are in a time of economic uncertainty.  The Feds keep raising interest rates in an effort to curb inflation and the stock market continues to be volatile.

During these turbulent times, the wealthy focus on three main areas:

  • Passive Income
  • Capital Preservation
  • Tax Savings

Passive Income

Unless you are one of the lucky few that love their job, most people spend their days working at a job that they can’t wait to leave.  Escaping their W-2 is a major factor for many of our investors and by investing in real estate syndications, Noblivest can help you achieve that goal.  Passive income can be created through cash flow and equity multiples which can eventually replace your W-2 income.  

And when that happens, you can stop working for money and let your money work for you!

Capital Preservation

When stocks are in a bear market, it can be painful to even check your account. In the span of a single day, your stock portfolio can take a nosedive, decreasing your net worth dramatically.  

At Noblivest, the number one thing we focus on when putting together or investing in a real estate syndication is making sure that, above all else, we don’t lose money. Even if we don’t hit our expected returns, we want to be sure, at the end of the day, we at LEAST get our original investment back.

So when you are investing during turbulent times, make sure to invest in stable, recession resistant investments to preserve your capital and then ideally, to grow it!

Tax Savings

Two things are certain in life, death and taxes.”  Benjamin Franklin

Most of us know this quote from Ben Franklin but I prefer this response from an uncited source:  “Death and taxes may be certain, but we don’t have to die every year!

For many people taxes are by far their biggest expense and it’s not just income tax.  There are property taxes, sales taxes, conveyance taxes, capital gains taxes, inheritance taxes… and the list goes on.

For high income earners working a W-2 job, there’s not much you can do about payroll taxes.  But what you can do is focus on investing your capital to create passive income, which can trigger a variety of tax savings.  For example, when investing in a real estate syndication, depreciation may be used to offset your gain, thus reducing your taxable income.  And when exiting a deal, you can utilize a 1031 exchange to roll your profits directly into a new investment, thus deferring your taxes to a later date.

Interested in learning how you can weather this economic downturn and still come out ahead?  Let’s discuss how we can help!  Book a call

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Three Things an Investor Should Focus on in Turbulent Times

Three Things an Investor Should Focus on in Turbulent Times

There’s no doubt about it.  We are in a time of economic uncertainty.  The Feds keep raising interest rates in an effort to curb inflation and the stock market continues to be volatile.

During these turbulent times, the wealthy focus on three main areas:

  • Passive Income
  • Capital Preservation
  • Tax Savings

Passive Income

Unless you are one of the lucky few that love their job, most people spend their days working at a job that they can’t wait to leave.  Escaping their W-2 is a major factor for many of our investors and by investing in real estate syndications, Noblivest can help you achieve that goal.  Passive income can be created through cash flow and equity multiples which can eventually replace your W-2 income.  

And when that happens, you can stop working for money and let your money work for you!

Capital Preservation

When stocks are in a bear market, it can be painful to even check your account. In the span of a single day, your stock portfolio can take a nosedive, decreasing your net worth dramatically.  

At Noblivest, the number one thing we focus on when putting together or investing in a real estate syndication is making sure that, above all else, we don’t lose money. Even if we don’t hit our expected returns, we want to be sure, at the end of the day, we at LEAST get our original investment back.

So when you are investing during turbulent times, make sure to invest in stable, recession resistant investments to preserve your capital and then ideally, to grow it!

Tax Savings

Two things are certain in life, death and taxes.”  Benjamin Franklin

Most of us know this quote from Ben Franklin but I prefer this response from an uncited source:  “Death and taxes may be certain, but we don’t have to die every year!

For many people taxes are by far their biggest expense and it’s not just income tax.  There are property taxes, sales taxes, conveyance taxes, capital gains taxes, inheritance taxes… and the list goes on.

For high income earners working a W-2 job, there’s not much you can do about payroll taxes.  But what you can do is focus on investing your capital to create passive income, which can trigger a variety of tax savings.  For example, when investing in a real estate syndication, depreciation may be used to offset your gain, thus reducing your taxable income.  And when exiting a deal, you can utilize a 1031 exchange to roll your profits directly into a new investment, thus deferring your taxes to a later date.

Interested in learning how you can weather this economic downturn and still come out ahead?  Let’s discuss how we can help!  Book a call