Morris Invest / SDIRA Wealth

[Joseph T LaRue]

Has anyone ever worked with Morris Investment? Are they a good company to work with?  You can purchase rental properties from them and they manager the properties as well. 

[Billy Daniel]

Quote from @Susan Walker:

I wanted to share our experience with SDIRA Wealth over the past 12 years. We've purchased several properties through them for long-term investments. They focus on building a large volume of new construction "build for rent" homes.

SDIRA Wealth is essentially a team of real estate developers specializing in building new construction properties across various markets. Their substantial construction volume translates to favorable pricing and incentives for investment properties. Additionally, they engage in charity work and support Christian ministries, which may resonate with those sharing similar values.

Our financial advisor initially recommended SDIRA Wealth for its tax strategies, and it has proven to be a solid choice. My husband has been a realtor for over 30 years and we were always very active locally with investment properties. As California investors, we sought a more passive approach for our later years, and SDIRA's new construction properties in strong markets met our criteria. We've conducted thorough due diligence, including appraisals and inspections on every property. SDIRA's homes have consistently performed well in our portfolio. They emphasize research and education, which has been beneficial for us and those we've referred.

During one of our visits and discussions with the building team, they mentioned their involvement in this space building dating back to the early '90s. I do believe they officially established the company in the early 2000s. They been around for a few decades and seem to have a strong process  

Despite being unfamiliar with Morrison, we've noted SDIRA's collaborations with many significant names in the real estate industry and also some real estate funds.

While no investment property will ever be perfect, in our personal experience buying from the SDIRA Wealth team has been positive. If you're considering new construction buy-and-hold properties in strong markets and prefer a more hands-off approach, it's worth exploring. Totally agree with conducting due diligence on any investment property no matter where and who you are purchasing them from. I also recommend to go visit the area and property if you can if you are buying out of state. SDIRA Wealth is worth checking out and you might find them to be a suitable option based on your goals.

Thanks to the Bigger Pockets community for all the guidance. 

I have zero evidence to back this up, but if I worked for one of the companies being bashed in this thread this is exactly how I would respond.  No real post history, then you pop in with a detailed, positive response about a company that has burned so many people in this forum.  Your post has caused a shortage of red flags that is sure to fuel inflation for months to come.