Insight

Explore practical insights, strategies, and ideas for modern finance teams.

Why Structured Real Estate Investments Are the New Safe Haven for International Investors

In an era marked by global market volatility, inflation, and geopolitical shifts, structured real estate investments are emerging as a strategic safe haven for high-net-worth international investors and family offices. Unlike traditional asset classes, structured deals offer a unique blend of capital preservation, priority returns, and global diversification. By leveraging preferred equity, mezzanine debt, and bespoke structures, investors gain access to institutional-grade opportunities with built-in downside protection and predictable cash flow. This blog post explores how these vehicles not only withstand macroeconomic stress but also enable resilient wealth compounding across jurisdictions, making them a compelling cornerstone for sophisticated portfolios.

Why Most Investors Misunderstand Real Estate Risk—And How to Get It Right

Many investors treat real estate as inherently stable or inherently risky, depending on headlines or hearsay. In this post, we challenge those assumptions. We explain why risk in real estate is not a given, but something that can be structured, managed, and even turned into an advantage. From leverage misconceptions to market generalizations, we unpack the truth behind what makes real estate risky—and how to approach it wisely.

Why Saving in Local Currency Is Like Storing Water in a Strainer

Keeping your savings in local currency may feel safe in the short term, but in practice, it's like trying to hold water in a strainer. Inflation and devaluation quietly erode your purchasing power drop by drop. This article unpacks a simple but powerful metaphor to explain why relying solely on local currency is a strategy that quietly undermines your financial future.

Why Private Real Estate Is a Smarter First Investment Than REITs or Mutual Funds

Many new investors are told to start with mutual funds or publicly traded REITs. But private real estate offers strategic advantages that go far beyond the surface. In this post, we explore why private investments can build wealth faster, more predictably, and with greater control than their public counterparts.

Why Most First-Time Investors Chase the Wrong Metrics in Real Estate

Most first-time real estate investors focus on the wrong metrics—cap rate, appreciation, or occupancy—without understanding the broader strategic context. This article explores the most common missteps and explains how to evaluate investments like an institutional insider. By focusing on capital frameworks, risk-adjusted returns, and market cycle positioning, smart investors can outperform with less guesswork.

Why Investors Should Choose a U.S. Private Real Estate Investment Manager Over a Broker

Choosing the right partner is one of the most important decisions any cross-border investor can make. While brokers may provide access to listings, a U.S.-based private real estate investment manager delivers strategic guidance, rigorous underwriting, deal structuring, and long-term alignment. This article breaks down the critical distinctions and shows why investors serious about wealth preservation and growth should work with a real manager—not just a middleman.

Volatility-Proof Portfolios: Real Estate Strategies That Outperform in Any Market

In today’s climate of interest rate uncertainty, equity market turbulence, and diminished fixed income yields, structured real estate investments are emerging as a cornerstone of resilient portfolio design. Through preferred equity and structured credit, investors gain access to asset-backed returns with built-in downside protection and predictable cash flow—without sacrificing control or yield. This blog explores how these strategies empower family offices and high-net-worth individuals to outperform across cycles by positioning capital strategically in the capital stack. In an era where stability is premium, structured real estate isn’t just defensive—it’s a forward-looking solution for compounding wealth with discipline and precision.

Understanding Real Estate Cycles as a Foreign Investor: When to Act and When to Wait

Real estate doesn't move in a straight line, and as a foreign investor, recognizing the phases of the cycle is key to making strategic decisions. This article breaks down the four core stages of real estate cycles, offers practical insight on timing market entry, and explains how private investments like those offered by Infinity⁹ can outperform traditional vehicles across any cycle. Whether you're investing from the U.S. or Latin America, this guide will help you understand when to act—and when it pays to be patient.

Why Liquidity Isn’t Always Your Friend: Lessons in Long-Term Wealth Building

Liquidity is often treated as the holy grail of investing. But the truth is, easy access to your money isn't always an advantage. In this post, we explore why too much liquidity can hinder long-term wealth creation, how private investments offer a strategic edge, and what smart capital allocation really looks like over a multi-decade horizon.

What ‘Skin in the Game’ Really Means—and Why It Matters to You

“Skin in the game” isn’t just a catchy phrase—it’s a foundational principle in smart investing. When fund managers, sponsors, and partners put their own capital at risk alongside yours, it sends a clear message: they believe in the deal. This article explores what true alignment of interests looks like, how to spot it, and why it can dramatically change your investment outcomes.

What a Smart Investor Looks Like in 2025 (Hint: It’s Not About the Portfolio Size)

Being a smart investor in 2025 isn’t about having the biggest portfolio—it’s about having the most adaptable one. With markets shifting faster than ever, the most successful investors are those who understand global risks, diversify across borders, and rethink where real opportunity lies. This post explores how intelligent investing today is defined by strategy, not size.

What Most Operators Won’t Tell You (But You Should Ask Anyway)

Most real estate operators share glowing numbers and polished decks—but few tell you what really matters before you wire your money. In this post, we explore the critical questions most sponsors avoid and why asking them can help you avoid expensive mistakes, misaligned incentives, and underperforming deals. If you're investing in private real estate (or thinking about it), this is the conversation you won’t get on the webinar.

What ‘Skin in the Game’ Really Means in Investing—and Why It Matters to You

When investors hear “skin in the game,” they often think it means a vague sense of commitment. In reality, it’s one of the most concrete and telling indicators of whether an investment sponsor truly believes in their own deal. This article breaks down what “skin in the game” means in private investing, how it directly affects your risk and return profile, and why Infinity⁹ sees it as a non-negotiable in our Building Capital Framework.

What Happens If You Don’t Plan Ahead: Cross-Border Estate Planning Mistakes to Avoid

Many successful investors unknowingly leave their international assets vulnerable to taxes, delays, and legal disputes due to poor estate planning. In this article, we explore the most common cross-border estate planning mistakes and how to avoid them. From probate nightmares to double taxation, we break down what can go wrong—and how Infinity⁹ helps investors protect their legacy across borders.

The Step-by-Step Guide to Investing in U.S. Real Estate from Latin America

Investing in U.S. real estate from Latin America is more accessible than ever, but it requires a clear understanding of the process, risks, and strategies involved. This guide breaks down every step: from defining your investment goals to identifying the right markets, navigating legal structures, and choosing between direct ownership and private placement deals. It also highlights the advantages of private, institutional-quality investments over public vehicles like REITs and explains how Latin American investors can build a cross-border capital framework that works.

The New Latino Elite Invests Without Fear: How a Mindset Shift Is Creating a Generation That Transcends

A new generation of Latino investors is rewriting the rules of wealth. No longer content with saving or waiting for things to change, they are building capital frameworks, thinking long-term, and investing boldly. This article explores the mindset shift behind their rise and what it means for those ready to move from survival to legacy.

The Psychology of Elite Investors: Avoiding Emotional Pitfalls in Real Estate Investing

In the realm of structured real estate investing, the greatest threat to performance is not external volatility but internal bias. Even the most accomplished investors—those with extensive track records and cross-border portfolios—are susceptible to subtle psychological traps that can distort decision-making and impair long-term outcomes. This piece explores how behavioral finance, far from being a theoretical concept, serves as a powerful strategic tool for elite investors.

U.S. Tax Strategies for Latin American Real Estate Investors: What You Should Know (Without Giving Tax Advice)

Navigating U.S. real estate as a Latin American investor isn’t just about choosing the right property. It’s about understanding how the tax landscape can impact your returns and long-term wealth preservation. This post explores foundational tax considerations, legal structuring options, and key pitfalls to avoid—always within the context that Infinity⁹ does not offer tax advice. Instead, we empower investors to ask the right questions, work with the right advisors, and think strategically across borders.

U.S. Real Estate Investment Structures Explained: LLC vs. LP vs. Trust

Choosing the right structure for a U.S. real estate investment is more than a paperwork decision—it can impact tax obligations, asset protection, control, and long-term returns. This guide breaks down the pros and cons of LLCs, Limited Partnerships, and Trusts, showing how each works in practice and why sophisticated investors use them strategically. Along the way, we share Infinity⁹’s perspective on building resilient, borderless capital frameworks.

U.S. Real Estate Investment Structures Explained (LLC vs. LP vs. Trust)

Understanding the structure behind your U.S. real estate investment is just as important as choosing the right property. Whether you're a Latin American investor expanding into the U.S. market or a seasoned domestic investor, the entity you choose—LLC, LP, or Trust—can significantly impact your tax exposure, legal protection, and overall returns. In this article, we break down the key differences between these structures to help you make smarter, more strategic investment decisions.

The 3 Traits of Investors Who Build Generational Wealth (And How to Cultivate Them)

What separates investors who build lasting, multigenerational wealth from those who don’t? It isn’t luck or income level. It’s mindset, discipline, and strategy. In this article, we explore the three essential traits that consistently show up in investors who create long-term prosperity—and how you can develop them to build your own capital legacy.

The Global Real Estate Starter Plan: Passive Income, Long-Term Thinking, No Drama

Investing in global real estate doesn’t have to be complicated, risky, or time-consuming. In fact, when approached with the right mindset and partners, it can become one of the most efficient, drama-free ways to build long-term wealth and passive income. This article breaks down the core elements of a smart global real estate strategy—how to start, where to focus, and how to avoid the noise—so investors can take confident steps toward financial freedom, without the headache.‍

Should You Buy a Rental Property in 2025? What First-Time Investors Need to Know

Rental real estate has long been a favorite among investors seeking passive income and long-term appreciation. But with high interest rates, inflation pressures, and a shifting housing market, 2025 demands a sharper lens. In this article, we break down what’s changed, what to watch out for, and how first-time investors can still find strong, strategic opportunities—especially through private channels often overlooked by the public.

The Capital Framework for New Investors: Build Wealth with Strategy, Not Luck

Most new investors chase trends or follow gut feelings. That rarely ends well. In this article, we break down Infinity⁹'s Capital Framework—a strategic, repeatable way to build long-term wealth through private investments. We’ll explain why strategy matters more than timing, how to approach asset allocation intelligently, and what makes institutional-quality real estate a powerful core holding.

The "Sleep Well" Portfolio: What Calm, Confident Investors Focus on in Real Estate

The most successful investors don’t obsess over market headlines. They sleep soundly because their portfolios are built for resilience, not hype. In this article, we explore what truly calm, confident investors focus on in real estate—and why private, income-producing assets provide the stability that high-net-worth individuals need to protect and grow wealth without losing sleep.

Real Estate Without Borders: What Latin American Investors Should Know in 2025

As capital grows more global and technology breaks down barriers, Latin American investors are increasingly turning to U.S. real estate to diversify portfolios, hedge against local volatility, and build long-term generational wealth. In 2025, cross-border real estate investing is no longer a niche strategy—it's a competitive necessity. This guide explains what has changed, what still matters, and how investors can take advantage of institutional-quality opportunities without needing to relocate or navigate

Most People Buy Real Estate. Smart Investors Allocate Capital.

Most investors think they’re investing in real estate, but what they’re really doing is chasing deals without a framework. In this post, Ahmad Ashrafi shares the philosophy behind Infinity⁹—why structure beats speculation, how to think like a family office allocator, and what it really means to build capital across borders.

Real Estate Investing for Beginners: What Smart Investors Get Right from Day One

Real estate investing can feel overwhelming at first, but the most successful investors know how to start with clarity, discipline, and strategy. This article unpacks the key decisions and insights that separate smart first-time investors from those who flounder. From mindset to market selection, we break down what matters most—and how to get it right from the beginning.

Protecting Wealth Across Borders: How Smart Family Offices Diversify Internationally

In today’s uncertain landscape of currency fluctuations, shifting tax regimes, and rising geopolitical risk, international diversification has become a critical safeguard for family offices and global investors. By strategically allocating across jurisdictions, asset classes, and legal frameworks, investors can insulate wealth from localized volatility while accessing superior opportunities abroad. This blog unpacks the four foundational pillars of global diversification—jurisdictional, asset-based, structural, and operational—and shows how family offices are leveraging them to build resilient, multigenerational portfolios. Far from being a defensive move, global diversification is emerging as a proactive blueprint for protecting and compounding wealth across borders.

Is Your Capital Safe in the U.S.? Understanding Legal Protections for Foreign Investors

The United States remains one of the most attractive destinations for global capital, especially in real estate. But many foreign investors still wonder: is my capital truly safe here? This article breaks down the legal frameworks, property rights, and investor protections in the U.S. that international investors need to understand. We’ll explain why, despite headlines and political noise, the U.S. remains one of the most secure jurisdictions for foreign-held capital—especially when structured intelligently.

Investing From Abroad: What Latin Americans Need to Know Before Entering the U.S. Market

For Latin American investors looking to diversify and protect their capital, the U.S. market offers a compelling option—but it’s not as simple as wiring money and buying in. From tax structures to legal vehicles and banking, this guide breaks down everything you need to know before making a move. Learn how to approach U.S. investments with strategy, security, and sophistication.

Preferred Equity Unveiled: How Family Offices Use Structured Investments to Control Risk

Preferred equity has become a critical tool for family offices seeking capital protection without sacrificing upside. Positioned strategically within the capital stack, it offers priority returns, tailored governance rights, and enhanced downside risk mitigation—without the rigidity of traditional debt. In today’s volatile market environment, sophisticated investors are leveraging this structure to gain superior control, stable cash flows, and customized return profiles. Infinity⁹’s structured approach to preferred equity empowers families to preserve wealth, influence outcomes, and capture value in complex real estate transactions with institutional-caliber discipline and alignment.

Inside the Term Sheet: What to Ask Before You Wire a Dollar into a Real Estate Deal

Even sophisticated investors sometimes skip key questions when reviewing a real estate term sheet. In this article, we break down the essential elements you should evaluate before sending a single dollar. From understanding sponsor incentives to fee structures and legal protections, we walk you through what truly matters—and what red flags to watch for. This guide is designed to help you avoid costly mistakes and position your capital more strategically.

How to Read an Investment Deck: What to Look for Beyond the IRR

Most investors flip straight to the IRR when reading an investment deck. But smart investors know that a single number cannot tell the whole story. This article explains how to read a private investment deck like a professional, analyzing critical elements beyond returns: sponsor credibility, market positioning, downside protection, and the strategy’s real-world resilience. By the end, you’ll see why Infinity⁹ believes that there are no bad markets, only bad strategies — and why private investments can offer an edge that traditional public options cannot match.

How to Read an Investment Deck: What to Look for Beyond the IRR

Most investors rush to the IRR slide of an investment deck, but the smartest ones know that the real story lives elsewhere. This article shows you exactly what to look for—from sponsor alignment and deal structure to market assumptions and exit risk—so you can confidently separate signal from noise. If you want to make smarter, more strategic investment decisions, this is essential reading.

How to Evaluate a Real Estate Operator Like a Family Office Would

Most individual investors never learn how to properly evaluate the people behind a real estate deal. But family offices do. In this article, we’ll break down exactly how sophisticated investors assess real estate operators—looking far beyond flashy presentations or IRR projections. You'll learn the criteria used by serious capital allocators, and why understanding the operator matters just as much as the asset itself.

Do You Want Control or Simplicity? The Real Tradeoff in Passive Investing

Passive investing promises simplicity, but it often comes at the cost of control. While index funds and ETFs offer hands-off exposure to public markets, they leave investors vulnerable to systemic risks, volatility, and herd behavior. This post explores the hidden tradeoffs in passive strategies and why more sophisticated investors are rethinking their approach in favor of private, controlled investments.

How Institutional Investors Think (and How to Apply It to Your Personal Portfolio)

Institutional investors dominate the financial world not because they have more money, but because they think differently. This article explores how pension funds, endowments, and sovereign wealth funds build strategies, manage risk, and stay disciplined—then shows you how to apply those same principles to your personal investment decisions. Whether you're managing $50K or $5M, learning to think like the pros can transform your results.

How Smart Investors Build U.S. Real Estate Portfolios Without Managing Properties

You don’t need to be a landlord to profit from U.S. real estate. In fact, the smartest investors rarely are. This article breaks down how savvy investors across Latin America and beyond are building high-performing real estate portfolios in the United States without dealing with tenants, toilets, or time zones. We explore private investment strategies that provide institutional-quality exposure, real cash flow, and long-term upside—without the hassle.

How Family Offices Underwrite Sponsors—and What You Can Learn from Them

Family offices are known for their discretion, but behind the scenes, they apply rigorous frameworks when evaluating real estate sponsors. This post unpacks how they underwrite sponsors—not just deals—and why their approach can help private investors avoid common pitfalls. You’ll learn how to assess alignment, track record, and risk management like a pro.

From Public Markets to Private Deals: How New Investors Can Invest Like Institutions

Most individual investors start with public markets—stocks, bonds, ETFs. But behind the scenes, institutions like pensions and endowments are quietly allocating more capital into private investments: real estate, private credit, private equity. This article breaks down how and why new investors can—and should—begin adopting institutional strategies, even without millions under management. We'll show you how private deals work, why they're often more stable and lucrative, and how to get started the smart way.

How Cross-Border Investors Can Legally Reduce U.S. Estate Tax Exposure Through Proper Real Estate Structuring

Many international investors are surprised to learn how exposed their U.S.-based real estate holdings can be to U.S. estate taxes. With the IRS imposing taxes of up to 40% on U.S.-situated assets held at the time of death, failing to plan can be costly. Fortunately, with the right legal structures in place, foreign investors can significantly reduce or even avoid U.S. estate tax exposure. This article walks through the risks, the structuring options, and how firms like Infinity⁹ help investors protect and grow their capital across borders.

From Curiosity to Capital: How First-Time Investors Can Confidently Enter Real Estate

Real estate can feel intimidating to newcomers, but it doesn’t have to be. In this article, we break down what new investors need to know to enter the real estate world with clarity and confidence. We explore key principles, debunk common myths, and share why private real estate—especially with a firm like Infinity⁹—can offer smarter opportunities than traditional public options.

From HNW to Ultra-HNW: How Structured Real Estate Investments Accelerate Wealth Compounding

Structured real estate investments have long played a central role in the transition from high-net-worth to ultra-high-net-worth status. In this article, we break down how a disciplined, institutional approach to private real estate investing enables families and investors to scale wealth across generations. From tax efficiency to cash flow management and strategic leverage, we explore why structure—not size—makes the real difference in long-term capital growth.

Cycle Savvy: Why Timing the Real Estate Market Doesn’t Work and What Smart Investors Do Instead

Trying to time the real estate market is a gamble that even seasoned professionals often lose. Instead of chasing cycles, sophisticated investors focus on structured investment frameworks that perform across economic conditions. In this post, we break down why market timing rarely pays off, explore smarter strategies rooted in fundamentals, and show how Infinity⁹ helps investors build durable portfolios with institutional-quality real estate—no crystal ball required.

Can You Really Trust a U.S. Sponsor? What Global Investors Must Know Before Investing Abroad

International investors are often drawn to U.S. real estate and private markets for their stability and returns, but trusting a U.S.-based sponsor can feel risky. In this article, we break down exactly what to look for in an investment sponsor, why a solid manager is essential, and how smart investors protect themselves while growing their capital globally. We also share the core criteria Infinity⁹ uses to evaluate sponsors and build institutional-quality portfolios for our clients.

Case Study: How Structured Debt Helped Investors Thrive During Economic Uncertainty

In this detailed case study, we examine how Infinity⁹ structured a private debt investment that not only preserved capital during market turbulence but delivered consistent returns to investors. Through a real-world example from 2020–22, we highlight how thoughtful structuring, downside protection, and smart timing created a resilient investment in the face of economic uncertainty.

Cross-Border Pitfalls: 5 Mistakes Latin American Investors Make When Buying in the U.S

Buying real estate in the United States can be a powerful wealth-building strategy for Latin American investors—but only if done right. Many fall into avoidable traps that cost them time, money, and opportunities. In this post, we break down the five most common mistakes investors make when entering the U.S. market and how to avoid them with the right guidance and strategy.

Cap Rate vs. IRR vs. Equity Multiple: What Passive Investors Really Need to Know

Cap rate, IRR, and equity multiple are common metrics in real estate investing, but they don’t all carry the same weight for passive investors. This post breaks down what each one actually tells you, where they can mislead you, and why understanding their differences is essential for making better investment decisions. Learn which metrics align best with long-term wealth-building and which ones can distract you from the bigger picture.

Institutional vs. Entrepreneurial Investing: Why the Smartest Investors Blend Both

At Infinity⁹, we don't see institutional and entrepreneurial investing as opposites. We see them as complementary forces. This post explores how combining the discipline, process, and scale of institutional investing with the creativity, agility, and opportunism of entrepreneurial investing can lead to superior outcomes—especially in private markets. We'll show you why the smartest capital today is capital that knows how to pivot.

Infinity Investment Group LLC (“Infinity” o “Infinity9”) es una firma especializada en la gestión de inversiones inmobiliarias que opera como una plataforma de acceso a bienes raíces comerciales privados. Infinity ofrece a inversionistas internacionales acreditados e individuos de alto patrimonio la oportunidad de participar en inversiones inmobiliarias. A pesar de cualquier afiliación con otras entidades de inversión, Infinity mantiene un enfoque operativo propio y no ofrece servicios de asesoría de inversión directa fuera de sus servicios principales. Infinity es un "Exempt Reporting Adviser" (ERA) registrado ante la U.S. Securities and Exchange Commission (“SEC”). Dicho registro no implica un nivel particular de habilidad o capacitación. Riesgo de Inversión y Desempeño Pasado: El desempeño pasado no es indicativo de resultados futuros. Los retornos históricos, los retornos esperados y las proyecciones de probabilidad son inherentemente especulativos y pueden no reflejar el desempeño real futuro. Toda inversión implica un riesgo significativo, incluido el posible riesgo de pérdida total del capital. Infinity no garantiza que se alcanzarán los objetivos de inversión. La información de desempeño presentada es histórica y no es indicativa de resultados futuros. Esta información ha sido preparada internamente por Infinity y no ha sido auditada o verificada por un tercero independiente. Sin Asesoría: La información contenida en este sitio tiene únicamente fines informativos y no constituye, ni debe ser considerada como, una oferta de venta o una solicitud de oferta de compra de ningún valor, ni como asesoría de inversión, legal o fiscal. Los inversionistas deben consultar con sus propios asesores financieros, legales y fiscales para determinar si una estrategia de inversión se adecúa a sus necesidades individuales. Servicios de Terceros: Los servicios bancarios y de custodia son proporcionados por instituciones financieras asociadas. Infinity no ofrece servicios bancarios ni de custodia directamente.Aceptación de Términos: Al acceder a este sitio, usted acepta los Términos de Servicio y la Política de Privacidad de Infinity. Los servicios de Infinity no se solicitan ni se ponen a disposición del público en general.