All Forum Posts by: Account Closed

 Interactive Brokers and Schwab 

Hey Ken,

I am an acquisitions analyst at a real estate investment firm based in Denver. I model properties in our tow midwestern markets of focus and send those models to our clients, many of which are also new real estate investors. We have partnered with property management companies and realtors in our markets of focus so we aren't sending out-of-state deals to clients and saying "good luck managing this". 

It sounds like you are newer to the investment category. I'd be happy to chat if you'd like. Shoot me a DM.

Thanks!

I don't spend much time on Zillow so that is news to me. Interesting. I'm curious what their reasoning is there. 

Thanks for letting me know. 

Do you have a stock account? You can get a margin line of credit on 50% of the value of your portfolio. Those are usually around 3.5% interest. 

I got my first loan in my early days of being 22 and the biggest thing that the lender cared about was that I had a W2 source of income. 

My credit score wasn't much higher than yours is. It also helps to have positions in brokerage accounts so you can show you have some form of collateral. 

W2 is the most important thing, in my opinion. Having a connection with a lender is also helpful. I'd find a local lender and ask to grab a coffee. While they do follow protocols to decide whether to lend to someone, being able to place a face to a name always helps.

Hey Hadeil,

I am an acquisitions analyst at a real estate investment advisory firm in Denver. I model properties and walk clients through the acquisition process in our two midwestern markets of focus. I am happy to connect and answer any questions you may have. Many of my clients are first-time investors.

Thanks!

You should see accurate tax info on the listing page. Zillow, Realtor, Redfin, all have accurate tax information on the listing page. 

Yes. I like to think of the idea that every day, one should do something good for their spiritual self, something good for their emotional self, and something good for their psychical self. What those things are depends on the person obviously. 

I think of it this way - If I can't even have the discipline to get to the gym 5 days per week and put good food in my body, how the hell can I have the discipline to stick to my budget, cut trading losses short, and invest systematically over spending on unneeded items with friends?

Discipline in one area of your life likely will seep into other areas. Humans aren't made to screen stare in a vegetative state all day. 

Hey Amar,

I work at a real estate investment advisory firm in Denver. One part of our business is advising and placing clients in Reg D and 501(C) private placements like DSTs, alts, and oil & gas mineral rights. The conventional syndication that is 501(A), or open to all non-accredited investors, does not have the DD by a broker-dealer that our offerings have. My boss/ the founder is an RIA and does underwriting on the financials of the private placements we offer to clients. We are NOT the sponsor, rather, we are the entity that is allowed to show these 501(C) and Reg D offerings to accredited clients. 

Many of our clients on this side of the business (the side I manage is helping non-accredited clients invest in direct real estate), are clients who have sold their direct real estate holdings and are doing a 1031-exchange into a DST (type of syndication that is 1031-exchangeable).

Syndications are broad. Many investors do not have the due diligence resources to decipher between honest offerings and offerings that take advantage of non-accredited investors. 

I know that's a lot of info and many terms. Feel free to reach out if you have any questions.

Hey Matt,

If you send me a link to the listing I can run it through my company's model.