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Investment Strategies & Methods Terms & Definitions

Different approaches to real estate investing including buy-and-hold, fix-and-flip, BRRRR, wholesaling, REITs, and syndications.

What You'll Learn

  • Essential investment strategies & methods terminology
  • Practical applications and examples
  • Professional investment language
  • Common usage in real estate

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Beginner
142
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Master investment strategies & methods with our progressive approach

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Complex strategies and professional concepts (142 terms)

All Investment Strategies & Methods Terms (142)

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1031 Exchange

Advanced

A 1031 Exchange allows real estate investors to defer capital gains and depreciation recapture taxes when selling an investment property by reinvesting the proceeds into a new "like-kind" investment property within strict IRS timelines.

15-18 min16495 views

Additional Paid-in Capital

Advanced

Additional Paid-in Capital (APIC) represents the amount of capital investors contribute to a company or partnership that exceeds the par value of the issued stock or the stated capital contribution in a partnership agreement. It is a crucial component of equity, reflecting premium contributions.

5 min4943 views

Adjusted EBITDA

Advanced

Adjusted EBITDA is a financial metric that modifies a company's Earnings Before Interest, Taxes, Depreciation, and Amortization to exclude non-recurring, non-cash, or non-operating items, providing a clearer picture of core operational profitability, especially critical for real estate valuation and due diligence.

8-9 min7427 views

Adjusted Funds From Operations

Advanced

Adjusted Funds From Operations (AFFO) is a critical financial metric used primarily in real estate investment trusts (REITs) to measure the recurring cash flow available for distribution to shareholders, after accounting for non-cash items and recurring capital expenditures.

5 min6467 views

Anchoring Bias

Advanced

Anchoring bias is a cognitive heuristic where an individual's decisions are overly influenced by an initial piece of information (the anchor), leading to skewed valuations, negotiations, and market analyses in real estate investment.

6 min7314 views

Anti-Dilution Provision

Advanced

An Anti-Dilution Provision is a contractual clause, typically found in preferred stock agreements or limited partnership agreements, designed to protect early-stage investors from the dilution of their ownership percentage or investment value resulting from subsequent equity financing rounds at lower valuations.

5-6 min17915 views

Anti-Dilution Provisions

Advanced

Anti-dilution provisions are contractual clauses designed to protect investors' equity ownership percentage from being significantly reduced (diluted) by future equity issuances at a lower valuation, particularly in real estate syndications and private equity deals.

5 min7487 views

Asset Correlation

Advanced

Asset correlation is a statistical measure quantifying how two assets' returns move in relation to each other, ranging from -1 (perfect negative) to +1 (perfect positive), crucial for real estate portfolio diversification and risk management.

5 min10342 views

BRRRR Method

Advanced

The BRRRR Method is an advanced real estate investment strategy (Buy, Rehab, Rent, Refinance, Repeat) designed to build a scalable rental property portfolio by leveraging forced appreciation to recycle initial capital for subsequent investments.

14-15 min5662 views

Bank Statement Loan

Advanced

A Bank Statement Loan is a non-qualified mortgage (Non-QM) product designed for self-employed individuals and real estate investors who cannot easily document their income through traditional tax returns, instead relying on 12-24 months of business or personal bank statements for income verification.

9 min4881 views

Basis Risk

Advanced

Basis risk is the potential for financial loss due to imperfect correlation between a hedged asset and its hedging instrument, particularly significant in real estate where unique assets and illiquidity make perfect hedges rare.

5-6 min5503 views

Bear Trap (Real Estate)

Advanced

A market phenomenon where a declining real estate market appears to reverse and begin an upward trend, only to quickly resume its downward trajectory, trapping investors who bought into the false recovery. It often leads to significant losses for those who misinterpret the temporary rebound as a true market bottom.

8-9 min19131 views
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