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10 May 2019 | 24 replies
Statesville, Monroe, Gastonia and Kannapolis/Concord are fine sub markets for the product you seek and you will get a b-or c type product and client with no tremendous long term upside.
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18 April 2019 | 4 replies
Many of my deals are purchased sight unseen or I will just go on the behalf of my client.
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17 May 2019 | 25 replies
What do you think your clients think when you refer them to him/her and see that exact same thing?
19 April 2019 | 8 replies
Account ClosedWhen I sit down with clients I will always discuss (1) their personal assets, (2) what their current investments portfolio and other business ventures before discussing (3) their future goals.
17 April 2019 | 3 replies
It is just important that your clients end up relatively close to what you forecast as it will give you a better reputation as you continue forward with this.
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7 October 2019 | 7 replies
That dollar amount is based on specific needs/uses for those dollars, at that specific date".You plan should be based on "reverse engineering " from those goals (financial goals), backwards, defining each prerequisite along the way (also financial, but including strategies to be used, etc...), and developing a list of specific needs, which are based on your needs to fulfill each of the prerequisites (mini goals).
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19 April 2019 | 3 replies
I find the sweet spot for most of our clients are 8%-10%, but I have investors who also just are passive as possible and park money for appreciation and not cash flow.
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23 April 2019 | 8 replies
If I have built a large database of clients for my business and don't have any syndications, paperwork indicating I'm in syndications, actual deals in front of me, or a past syndication, can I point blank email my database and directly ask for people interested in being a passive investor and not break any sec rules?
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20 April 2019 | 7 replies
At that time, clients of mine were paying 4.75% for owner occupied investment properties, so 5.2% was only a little bit higher than conventional financing.
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21 April 2019 | 13 replies
This is some information from my exchange company that I use for my clients that might be helpful for you.