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153 Beginner

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

Quick Overview

153
Beginner
142
Advanced

Structured Learning Path

Master investment strategies & methods with our progressive approach

Advanced

Advanced Applications

Complex strategies and professional concepts (142 terms)

All Investment Strategies & Methods Terms (846)

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Page 4

Annuity

Beginner

Annuity is a financial contract from an insurance company providing a fixed or variable income stream over time, often used for retirement planning or structured settlements.

5-6 min54 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

Appraisal Contingency

Intermediate

An appraisal contingency is a clause in a real estate purchase agreement that allows the buyer to back out of the deal or renegotiate if the property's appraised value is less than the agreed-upon purchase price. It protects buyers from overpaying and ensures lenders do not finance more than a property is worth.

5 min57 views

Articles of Association

Intermediate

Articles of Association (AoA) are a legal document outlining a company's internal management, governance, and the rights and responsibilities of its shareholders or members. They are crucial for structuring real estate investment entities.

8-9 min11674 views

As-Is Sale

Beginner

An "As-Is Sale" in real estate refers to a property being sold in its current condition, meaning the seller will not make any repairs or improvements, and the buyer accepts all existing defects.

5-6 min10014 views

Asset Allocation

Intermediate

Asset allocation is an investment strategy that distributes capital across different asset classes, property types, and investment vehicles to manage risk and optimize returns according to an investor's financial goals and risk tolerance.

5 min18239 views

Asset Bubble

Intermediate

An asset bubble occurs when the price of an asset, such as real estate, rises rapidly and significantly above its intrinsic value, driven by speculative demand rather than fundamental economic factors, eventually leading to a sharp price decline.

5-6 min9325 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

Asset Location

Intermediate

Asset location is an investment strategy that focuses on placing different types of assets into specific account types (taxable, tax-deferred, or tax-exempt) to maximize after-tax returns and optimize tax efficiency.

5 min19083 views

Asset Management Fee

Intermediate

A recurring fee paid to the general partner or sponsor of a real estate investment for strategic oversight and management of the underlying assets, aimed at maximizing overall investment value.

12-13 min4908 views

Asset Protection

Intermediate

Asset protection involves legal strategies and structures designed to safeguard an individual's or entity's wealth from potential claims by creditors, lawsuits, and other liabilities, particularly crucial for real estate investors.

15-18 min8893 views
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