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Updated 5 months ago on . Most recent reply

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16
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Sarah R Pullen
  • New to Real Estate
  • Buffalo, NY
10
Votes |
16
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Real Estate Financial Advisor?

Sarah R Pullen
  • New to Real Estate
  • Buffalo, NY
Posted

My husband and I are trying to form our goals for real estate investing over the next several years but are feeling like we need advice on what options our best based on our unique situation and objectives. I’ve tried meeting with a traditional financial advisor but they’re primarily focused on stock market investing. We’re not ready to buy yet so we don’t need a realtor or a lender. 

Is there such a thing as a real estate focused financial advisor or consultant?

Most Popular Reply

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2,325
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Matthew Irish-Jones
  • Real Estate Agent
  • Buffalo, NY
2,314
Votes |
2,325
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Matthew Irish-Jones
  • Real Estate Agent
  • Buffalo, NY
Replied
Quote from @Sarah R Pullen:

My husband and I are trying to form our goals for real estate investing over the next several years but are feeling like we need advice on what options our best based on our unique situation and objectives. I’ve tried meeting with a traditional financial advisor but they’re primarily focused on stock market investing. We’re not ready to buy yet so we don’t need a realtor or a lender. 

Is there such a thing as a real estate focused financial advisor or consultant?


 Actually you do need a Realtor.  You need an investor focused Realtor.  They will be able to guide you through setting up financing, creating an investment plan, getting subs set up, and creating an execution plan.

A good investor focused Realtor should be able to guide you on what markets you can afford, help you focus on your personal risk tolerance, and find a property that fits your skill set and financial goals.

The more educated you are as an investor the better, but the right Realtor is going to unlock a wealth of information that is going to super charge your knowledge of investing, and help expediate your plan. 

  • Matthew Irish-Jones
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Irish Jones Realty
4.8 stars
43 Reviews

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