Strategy v Tactics

Dear Investor,

What is your investing end game? Or what is the hurdle to make you say you made it, or that you can retire comfortably?

This is a question that often comes up when investors look to plan for the long term. It requires investors to think about their financial aspirations and life goals, and then choose the best paths to get there. In thinking about this mindset, a Sun Tzu quote from Peter Attia's new book Outlive comes to mind.

Strategy without tactics is the slowest route to victory.

Tactics without strategy is the noise before defeat.

In the book he uses the quote in reference to Medicine and Healthspan, however for us, we see it as the conceptual basis for healthy investing. Many investors have the end game strategy in mind or something they want to reach, but they have difficulty establishing the tactics to get there.

It today's market, when instability in financial markets is coupled with rising interest rates and inflation, investors look to protect themselves, while looking to the future – to continue to grow their savings. On the path to your goal, there are many investment options out there, but we find that stable real estate investments are one great way to hedge and protect your end game or retirement investments.

By using real estate, investors can:

• Capitalize on the high interest rate environment (Especially in a recession or down stock market)
• Expect stable, predictable cash flow and returns on a quarterly basis that can be reinvested and compounded for years to come
• Invest in short term vehicles that can help navigate the volatility in public markets
• Protect their portfolio in assets that appreciate over time

Investors seeking high yields, but steady return may find investing in real estate an ideal solution. With real estate, an investor can look to forgo the traditional markets in search of alternative investments with consistent cash flow with more choice and less relative risk.

By way of disclosure, we have an advertising relationship with Mortar Group, meaning we get paid for making this introduction and sharing this content. As always with these types of deals, consider this an introduction and not a recommendation. Every deal is unique and the responsibility to vet any and every deal you invest in still lies with you. This opportunity is available to accredited investors only (income of $200K+ or investable assets of $1M+).

As a reminder, feel free to view Mortar's most recent offering for Newtown Flats - a New York based, Cash-Flowing Value Add offering.

Newtown Flats is a multifamily Value-Add offering that is cash flowing at acquisition. They are providing this opportunity to investors to take advantage of the current interest rate environment by targeting underpriced assets located in some of New York's best neighborhoods. With the submarkets experiencing high and stable growth during the last few years – Newtown Flats is expected to provide investors with the excellent opportunity to capture outsized demand in thriving locations with strong local demographics.

Newtown Flats is projected to deliver a high 130.95% Cash on Cash Return at exit, with a quarterly distribution targeting over 7% in the first year. Mortar believes these opportunities represent some of the highest risk-adjusted returns in the current environment. View the Newtown Flats offering here.

You can also view a few of Mortar's most recent resources:

• Deciding Between a Syndication or Real Estate Fund (Recent Article)
• Modern Guide to Real Estate Investing (Free Guide)
• 5 Types of Risk All Investors Should Be Aware Of (Blog Post)

Mortar believes in experience and smarter real estate investing. Their fully integrated in-house design, development, and asset management expertise has resulted in dozens of successful privately syndicated deals. This, combined with skin-in-the-game co-investments and in-depth local neighborhood knowledge, helps mitigate risk and maximize investor returns. Focused opportunities combined with an intimate knowledge of New York's prime niche neighborhoods allows investors to diversify and deploy capital conservatively in projects and divest risk throughout the real estate lifecycle.

Mortar Group extends White Coat Investors access to exclusive opportunities on new offerings. If you would like to know more, please visit their website, or reach out to Investment Relations Manager – Francesca Gaccione at 646-559-9471, or gaccione@mortargroup.com.

Learn more about Mortar Group today!

Jim and Brett

James M. Dahle, MD, FACEP
Founder, The White Coat Investor

Brett Stevens, MB
COO, The White Coat Investor

We only want to send you emails that you actually want.

Unsubscribe from these Real Estate Opportunities emails

Subscribe to our monthly newsletter
Subscribe to the weekly blog post summaries
Subscribe to our daily blog post emails
Find out about real estate opportunities
Stay informed about events and conferences
Hear about real estate webinars

If you NEVER want ANY emails from us again, you can unsubscribe from EVERYTHING | Update your email address by clicking here
White Coat Investor | P.O. Box 520421, Salt Lake City, Utah 84152