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Updated over 10 years ago,
Steve VaughanPoster
#1 Personal Finance Contributor
#1 Personal Finance Contributor
- Rental Property Investor
- East Wenatchee, WA
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Anyone ever partnered with a stock owner for funding?
Steve VaughanPoster#1 Personal Finance Contributor
#1 Personal Finance Contributor
- Rental Property Investor
- East Wenatchee, WA
I met with a wealth management friend the other day. His firm offers his accredited clients (with $1m+ in securities) a low interest loan up to about 25% of their assets to invest in real estate (or anything but more securities). He has 2 in particular with $1.8m and $400k available to invest. Their general time horizon for exit is up to 18 months. Anyone ever dealt with this source of funding? They are called pooled asset accounts. Thank you!