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Updated over 5 years ago on . Most recent reply

User Stats

41
Posts
43
Votes
Gloria Sheridan
  • Rental Property Investor
  • Marietta, GA
43
Votes |
41
Posts

Want to Hire an Experienced RE Advisor. Recommendations?

Gloria Sheridan
  • Rental Property Investor
  • Marietta, GA
Posted

I've started this real estate journey (buy-and-hold multi-family, 12 doors now), and I want to take next steps to continue to grow and use leverage and my resources as smartly as possible. I'd like to find someone I can show my portfolio, my finances, etc., and get advice as to the smartest next steps. I'm sure there are opportunities to leverage my W-2 income, my rental income, and my qualified IRA funds in ways that I hadn't thought of, since I'm still early stages in my experience level. Anyone out there hired an experienced RE advisor like this and had a great experience?

Most Popular Reply

User Stats

41
Posts
43
Votes
Gloria Sheridan
  • Rental Property Investor
  • Marietta, GA
43
Votes |
41
Posts
Gloria Sheridan
  • Rental Property Investor
  • Marietta, GA
Replied

@Mitch Messer: Hmm. Perhaps I've been unclear in my original post. I'm not looking for someone to do **any** of the work for me. I'm not looking for "turnkey" anything. I'm currently doing all the property-finding, rehabbing, financing, contractor management, and property management activities myself. What I'm looking for is a financial advisor who is real estate savvy, who knows about the full spectrum of financing options available to me (given my available resources), who can help me review my current portfolio and decide which are the smartest directions to pursue in the future. That is why I posted this thread in a Finance & Lending sub-forum.

As far as a team, I feel like I've made good progress on that: Great RE agent, insurance guy, skilled trades, contractor, CPA, self-direct IRA provider, etc. The member of my team I'm looking to add is RE Financial Advisor. Thanks for your feedback, though, Mitch.

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