Updated October 2025
The Modern Guide to Real Estate Investing
A clear, practical roadmap to building wealth through private real estate—built for physicians, professionals, and accredited investors who want diversified, tax-efficient passive income.
• Inc. 5000 recognized
• Over 40 projects completed
Why this guide?
You work hard for your money—this guide helps your money work harder for you. We break down how sophisticated investors use syndications and private offerings to target durable income and long-term upside, without day-to-day landlord duties.
- How cash flow, appreciation, and tax advantages work together
- What to look for in a sponsor and a deal (with a simple checklist)
- Common mistakes first-time passive investors make—and how to avoid them
- How to understand returns: equity multiple, IRR, preferred return
What you’ll learn (at a glance)
- 5 Principles of modern real estate investing
- Deal Structures: prefs, waterfalls, fees—decoded
- Diligence: underwriting, comps, debt terms, sensitivity
- Risk Management: leverage, reserves, key-man, diversification
- Your First Deal: a step-by-step path to invest with confidence
“Clear, no-nonsense framework. Helped me understand sponsor fees and risk, and what a good offering actually looks like.”
— Recent Investor, New York
Who is Mortar Group?
We’re a boutique, architect-led real estate developer and sponsor. Over the last two decades, our team has completed 40+ projects with a design-driven, investor-first approach. Learn more about how our process works or explore our Real Estate Syndication FAQs.
Frequently Asked Questions
Is this guide only for accredited investors?
No—while many private offerings target accredited investors, the concepts apply broadly so you can evaluate opportunities and sponsors with greater confidence.
Will this tell me exactly what to invest in?
It’s an educational resource—not investment advice. You’ll learn how to assess opportunities, sponsors, and risks so you can make informed decisions.
How long does it take to read?
About 15–20 minutes.
Download the Free Guide
Enter your email to receive the PDF instantly.
Questions? Contact us — we’re happy to help.