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878 Terms
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

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Beginner
156
Advanced

Structured Learning Path

Master investment strategies & methods with our progressive approach

Advanced

Advanced Applications

Complex strategies and professional concepts (156 terms)

All Investment Strategies & Methods Terms (878)

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Page 47

Passive Activity Loss

Intermediate

Passive Activity Loss (PAL) rules limit the deduction of losses from passive activities, such as most rental real estate, against non-passive income like wages or portfolio earnings. These losses are typically suspended and carried forward until passive income is generated or the activity is disposed of.

13-14 min960 views

Passive Income

Intermediate

Passive income refers to earnings from an enterprise in which an individual is not actively involved, typically generated from real estate investments like rental properties, REITs, or syndications, requiring minimal ongoing effort after initial setup.

13-15 min10023 views

Passive Investing

Beginner

Passive investing in real estate involves generating income or appreciation with minimal active management, often through vehicles like REITs, syndications, or turnkey properties, allowing investors to benefit from real estate without the day-to-day operational demands.

18 min16987 views

Peak Phase

Intermediate

The Peak Phase is the highest point in a real estate market cycle, characterized by maximum property values, strong demand, and robust economic activity, just before a market downturn or correction.

13 min17585 views

Peer-to-Peer Lending

Intermediate

Peer-to-Peer (P2P) lending connects individual investors directly with borrowers, often facilitated by online platforms, bypassing traditional financial institutions. In real estate, it provides alternative financing for projects and allows investors to fund loans for properties.

5-6 min808 views

Performance Measurement

Beginner

Performance measurement in real estate investing involves tracking and analyzing key financial metrics to evaluate how well an investment is performing against its goals and market benchmarks. It helps investors make informed decisions and optimize their strategies.

6 min15844 views

Performance-Based Payment

Intermediate

A compensation structure where a portion or all of a payment is contingent upon achieving specific, pre-defined performance metrics or outcomes, commonly used in real estate development, property management, and investment syndications to align interests.

5-6 min4873 views

Permanent Financing

Intermediate

Permanent financing is a long-term real estate loan, typically 5-30 years, used for stabilized properties or to replace short-term construction/bridge loans, characterized by amortization and predictable debt service.

13 min14774 views

Permanent Rate Buydown

Intermediate

A permanent rate buydown is a mortgage financing strategy where a borrower or seller pays an upfront fee, known as discount points, to reduce the interest rate on a loan for its entire term, resulting in lower monthly payments.

2-3 min15039 views

Personal Bankruptcy

Advanced

A legal process for individuals to eliminate or repay debts under federal law, significantly impacting credit, asset ownership, and future real estate investment capabilities.

5 min13017 views

Personal Liability

Intermediate

Personal liability in real estate refers to an individual's direct responsibility for debts or legal obligations, allowing creditors or plaintiffs to pursue personal assets beyond those held by a business entity. It's a critical risk factor for investors.

3 min19010 views

Phantom Equity

Advanced

Phantom equity is a compensation structure that grants employees or partners a financial stake in a company's future value appreciation without conferring actual ownership, voting rights, or direct equity. It mirrors the economic benefits of equity ownership, typically tied to specific performance metrics or exit events.

5 min18214 views
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