Investors come to us for customized solutions to assist them to better objectively analyze, select and evaluate the performance of their real estate investments as they seek to generate the wealth necessary to secure their family's well-being. Private placements involving multi-family properties structured as private investment partnerships represents one of the most common asset classes our client base uses to build wealth. PPMmath.com offers analytical tools that allow you to assess the relative merits (on a pro-forma basis) of each private placement's benefits: tax, cashflow, and appreciation/gains, in advance of making a decision to invest, Now that you are an investor, Partnermath.com provides tools that track the progress of each real estate investment to determine their ongoing performance.

Unfortunately, one of the biggest problems facing real estate partnership investors today is understanding how well their partnership investments are performing. The reason: Historic cost financial statements for real estate companies are based on depreciating property and are misleading. Depreciation reduces book value, or stated net worth, and artificially reduces taxable earnings. But, with good management (and at times some help from market dynamics), property will appreciate. For real estate companies, this hoped-for result is not portrayed in financial statements prepared in accordance with generally accepted accounting principles ("GAAP").

Holders of illiquid, long-term partnership investments would like to have their "faith" bolstered with some tangible evidence of prosperity. Unlike stocks, partnership values you cannot find such values in the daily newspaper. Instead, investors rely on the financial reports and communications provided by the sponsor. Most sponsors of publicly registered real estate limited partnerships fulfill only the minimum financial reporting requirements of the Securities and Exchange Commission for informing investors about financial results. (Private placement reporting is often even more sparse.) Usually, details include the business of the partnership, summary financial data and a management discussion and analysis of financial condition and operations.

The information provided may be a good start but very often falls far short of giving investors what they need to tell where they stand. Reporting formats vary sponsor and may or may not include relevant market value disclosures. Further, sponsors often do not include comparisons of operations with prior periods which would allow you to identify trends in rents, net operating income, cash flow and expenses so you could quickly identify superior or inferior performance.

PARTNER Math™ seeks to explain the MATH that can be used to convert even the sparsely reported financial information of a private partnership into a rough measure of the value of the property it holds.

401Math.com will be online very soon. We will include illustrations showing the relative income and wealth generation for the ONLY 4 options of how 401(k) or IRA funds may be structured to invest in real estate. Forget the emotional, "one-size-fits all", "liquidate your retirement funds, we will retire you in 5 years or less" hype that, unfortunately, applies to few, if any Passive investors. We will show you the MATH that reflects why it's likely you won't come close to retiring in 5 years IF you give away up to 50% of your net worth to the Federal & State taxes and/or premature distribution penalty that will be due before you ever get started. There is a better way, we will show you how. You will come to understand the unemotional "MATH" that answers the "when" part of the retirement question for your specific level of resources.

We are independent real estate tax CPAs and consultants exclusively serving investors who aspire to BE A PLANNER™. We have none of the non-compete agreements or other related-party conflicts that are often found within the tangled web of radio shows, podcasts, books, mentor groups, investment platforms, real estate brokers, deal sponsors and key principals that market and promote the REPP* investment model. Please, only make educated, objective and fully informed investment decisions, your family's financial well-being depends on it. Never assume. ASK.