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Updated over 7 years ago on . Most recent reply
Financial Advisor that understands RE Investing
After reading Rich Dad and Cash Flow Quadrant I am convinced I need a financial advisor that understands RE investing (vs mutual funds, etc). I need to set up a 1031 Exchange as well. My current advisor and I are not on the same page. Any recommendations? Need help to get RE investing going. I am in the Greenville SC area, but do not need someone locally necessarily. Thanks!
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#5 Investor Mindset Contributor
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- Greenville, SC
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#5 Investor Mindset Contributor
- Investor
- Greenville, SC
What you are referring to is an RIA (Registered Investment Advisor)...or a real estate specific coach. I invest in passive syndications opportunities through an RIA out of Charlotte (accredited status required). He does traditional brokerage as well...happy to make an introduction. I have no affiliation with him and he's a low pressure guy.
Lots of 1031 professionals on the forums...quick search will find them...and they will likely find you on this post shortly.