Regardless of how a certain asset class is doing, an investor like yourself can ALWAYS find a good deal in any type of property.Now, my general suggestion for all of my CFO clients is the gradually move up the unit spectrum/asset type as you build up your portfolio.

What I wrote above does not create an attorney/client relationship between us.

I remember working with a client a couple of years ago who wanted to do a 1031 exchange into Phoenix multifamily.. they had some numbers in mind, but no framework beyond “I want more doors.”

Since my firm is an investor private client boutique, I do not share resources outside of my client base.

This post does not create a CPA-Client relationship.

I have clients who are increasing their cash flow by between $19k and $55k and their cost basis is between $145k and $200k.

Acquiring Clients: For those who’ve raised capital successfully and built a strong network of clients, how did you go about finding and nurturing those relationships?

Agents just need to make sure their clients are serious and are going to be able to get funds when making offers on deals.

Licensed in both Hawaii and Vermont at the moment, navigating acquisitions and depositions by collaborating the directions of my client with grounded professional understanding. 

Many clients will find it hard to trust a younger person with this big of a decision.