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Updated about 9 years ago,

User Stats

102
Posts
18
Votes
Olivia C.
  • Point Roberts, WA
18
Votes |
102
Posts

Pls help - need advisor to evaluate my real estate investments

Olivia C.
  • Point Roberts, WA
Posted

I've been interviewing new CFPs and other investment advisers and they only want to create for me a portfolio of stocks, bonds, retirement cash, and bank accounts to produce a return of 6% or more.  I can do that myself.

Can you recommend a source that will research real estate investment opportunities for me?

I'm not looking at REITs.  I'm considering being one of several / many investors in large, multi-unit residential and commercial properties managed by others on site (not properties using property management companies.)  

And I'd like to invest in some commercial bridge loans.

I have other things going and don't want to learn how to do this research myself.

Can you recommend someone who will do the research / vetting on these kinds of deals?Is there someone / a firm you have used successfully?

Thanks for your help!

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