We are not the right choice for everyone, but we do help hundreds of investors every year start and progress their investing goals. 

While home prices have cooled slightly from their peak, affordability remains a significant barrier.According to the National Association of Realtors, homes in the U.S. spent an average of 36 days on the market in January 2025, a slight increase from last year but still well below historical norms.

Hi Kelly,I am currently with Equity Trust not by choice since they bought out Midland Trust last year (2023).

We'll see how long this lasts.

Prior to my clients' closings (rental properties in 2 states) in the last 6 months, I worked with IPX to prepare for DST investments.

Choose a manager whose approach aligns with your investment goals, and remember—value matters more than cost.

Our goal is to bridge the gap between real estate investors and tax & financial advisors who truly get the nuances of REI.This tool is all about connecting folks like you with advisors who aren't just about managing investments or doing basic tax returns.

Id be happy to discuss your needs and goals and see if we could be a good fit.

For funding, explore options like FHA loans, personal savings, or creative financing, and focus on New Jersey markets that align with your goals, such as Newark for rentals or commuter towns for house hacking.

It should be relatively straightforward to begin discussing the goal-setting and planning process necessary to begin transitioning from current state to future state.