Pls help - need advisor to evaluate my real estate investments

[Olivia C.]

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!

[Tom Mole]

@Olivia C., it sounds like you're really looking for a RE investing group to place your investment capital. I got the part where you say you're not interested in a REIT, though I'm clear on your reasons. Would a crowdfunding platform appeal to you?

You might look into commercial real estate syndications, but to be fair most of them DO use professional property management. I personally would not want to buy into a syndication where the manager is "playing" PM as well. I can see no downside to having a professional PM.

As I reread your post I get the sense that you want to find a small team of partners where your role in this team would be to be the money person. Is it accurate to say you'd be more comfortable if you can keep a more personal touch with the investment and all the players.

As much as I would like to recommend someone for you to talk to directly, that is not allow in an open forum. Send me a PM. Let me know if I have a solid read on your needs. If not, set me straight and I'll see if I help find what your looking for.

Happy holidays!