Dani Lynn Robison

Evaluating and Managing Investments
Dani Lynn Robison

EquityMultiple Alternatives: How to Find the Right Fit for Your Portfolio

EquityMultiple covers a lot of ground under one roof: short-term notes for parking cash, managed funds for hands-off real estate income, and individual equity deals for investors who want to pick their own properties. But a platform built to serve three different types of investors isn’t necessarily the strongest option

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Accredited Investor Resources
Dani Lynn Robison

How to Become an Accredited Investor: Steps to Getting Started

Most people assume that becoming an accredited investor is something you apply for, like a professional license or a financial certification. It isn’t. There’s no application, no registry, and no card. Accredited investor status is a set of financial qualifications you either already meet or you don’t, and most high-earning

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Accredited Investor Resources
Dani Lynn Robison

Qualified Purchaser vs. Accredited Investor: What Additional Access Do You Gain?

If you already qualify as an accredited investor, you’ve probably come across the term “qualified purchaser” and wondered whether you’re missing a tier of better opportunities. The short answer is that qualified purchaser status does open additional doors. But “more exclusive” and “better fit” are not the same thing, and

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Accredited Investor Resources
Dani Lynn Robison

Income Producing Assets: How They Work and Why Real Estate Belongs in the Mix

Accredited investors looking for income have no shortage of options: dividend stocks, bonds, rental properties, REITs, private funds. They all get called “income producing.” But “income producing” means very different things depending on the asset. How you get paid, what the trade-offs are, and how reliable the income actually is

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