Yudi Goldfein is a wealth advisor based out of Toms River, New Jersey
The commercial real estate markets have been frozen for a while, but they’re starting to thaw. As deals start to trickle in again, it’s more important than ever to do your homework before investing.
Yudi Goldfein is a wealth advisor based out of Toms River, New Jersey. While he and his team typically work with the very affluent, his investment principles are relevant to all. In his role as a wealth advisor, he manages his clients’ investment portfolios, helps implement their retirement and estate planning strategies, and keeps all their finances organized. As many of his clients also invest in private offerings, such as real estate deals, Yudi gets a front-row seat to the activity in that world.
Quick Glossary of Terms
Bad debt: Unpaid rents that aren’t likely to be collected
CAPEX: This is short for capital expenses. This term refers to the cost of upkeeping the property.
Capital stack: The structure of all debt and equity involved in the deal. The lower in the capital stack, the safer the position.
Comps-Comparable properties: Often used to show where pricing or rents are in a market.
