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Updated 17 days ago, 12/08/2024

User Stats

51
Posts
28
Votes
Lorraine Hadden
Agent
Pro Member
  • Real Estate Broker
  • California
28
Votes |
51
Posts

Who Is On Your Real Estate Dream Team?

Lorraine Hadden
Agent
Pro Member
  • Real Estate Broker
  • California
Posted

When you work a 9-5 job, you typically rely on colleagues assigned to you.

As an investor, you have the OPPORTUNITY to assemble your dream team of professionals who share your ambition and can help you achieve your financial goals. Before you start assembling your dream team, define your investment goals. What's your focus? Understand your niche! Knowing this information will help you identify the right professionals to bring on board.

At minimum, your team team should include:

  • Financial Advisor: to help with investment strategies - portfolio diversification and risk management.
  • Real Estate Agent/Broker: to help with property acquisition and market analysis.
  • Accountant or Tax Advisor: to help manage financial records, tax planning, and optimization.
  • Attorney: to provide legal counsel for contracts, agreements, and investment structures.
  • Mentor or Coach: to offer guidance, insights, and industry knowledge.
  • Networking and Relationship Builder (for everything else you will need): to connect you with potential partners and collaborators.
  • Lorraine Hadden