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Category: Investor Insights


by Joshua Rollins on February 8, 2024.

Testing testing… Two new testing the waters campaigns are live on Vicinity! With interest building in both of these deals, let’s recap what “testing the waters” means. Think of it as a first look. The owners are able to present their plan, pro forma, and target terms and you are able to start getting to know...

The Evolution of Local Investing

by John Crawford on April 27, 2022.

At the end of 2020 Chapel ran a successful campaign on Vicinity’s portal to fund a multi-tenant facility in the Poe Mill area. For context, Poe Mill is a historically overlooked neighborhood in downtown Greenville. At face value, it might appear this project didn’t check the box for a “location, location, location” real estate deal; however, a closer look reveals the opposite.

See, Touch, Feel

by John Crawford on November 16, 2021.

Diving into financial planning resources or investment strategy tips can feel more like a personality test than a mathematical analysis. You’ll get questions like: Are you active or passive? Do you prefer growth or safety? Do you value short- or long-term rewards?

A Different Take on Value Investing

by Joshua Rollins on November 2, 2021.

I distinctly remember the look I received from our investment advisor assigned to my company’s 401k retirement plan. It was the annual plan review. I was eating a fantastic water buffalo burger at one of my favorite local restaurants in Gainesville, FL. He – let’s call him Mike – spent about 30 minutes talking through...

Double Duty Dollars

by Malcolm McDonald on October 13, 2021.

If you’re in the thick of raising capital, worrying about who’s running their mouth about your brand and what they’re saying might not be top of mind. Brand is something you can focus on after you secure the cash you need, right?  While we’re certainly fans of staying focused, we think there might be a...

Accredited or Sophisticated?

by Malcolm McDonald on September 8, 2021.

I recently saw someone post on social media about their momentous achievement of reaching “Accredited Investor” status. For context, that’s the financial equivalent of 10,000 Benjamins, 40 college degrees, a 3 year stay in a 5 star NY hotel, 4 Lamborghinis, or your very own private island. Amassing $1 Million in net worth is quite...