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Results (10000)
Kirk Chisholm New Member, Wealth Manager from Lexington, MA
27 March 2013 | 7 replies

Hi all,
I'm new to this forum. I wanted to introduce myself.
My goal is to help people in the forum and meet some interesting people along the way.

As an intro, I am a wealth manager located in Lexington MA. Our firm...

Beth Anderson How do I find Cash Buyers in Rural NE Ohio?
10 April 2024 | 2 replies

We are just starting our real estate journey. We live in rural NE Ohio. I'm talking Amish farm country. I have been driving for dollars and mining the county auditor's site for homeowners who are delinquent on their t...

Account Closed In Search of REI Industry Overview
21 December 2018 | 0 replies

I'm looking for an article or report that contains an industry overview for the REI industry. So far I've found PwC's Emerging Trends in Real Estate - US and Canada. Link: https://www.pwc.com/us/en/industries/asset-we...

John Thorne California new member
30 November 2015 | 4 replies

will post more about my plans but looking forward to participating in wealth management 

Kelvin Letron Brantley Aspiring Real Estate Agent working for Wealth Mngmt Firm (HELP)
22 July 2020 | 3 replies

Hello BP Family,I just started a position at a wealth management firm. Now I'm told by my compliance department that I CAN be licensed as a real estate agent, but I can't have any active listings.  Not only that, I h...

Everett E. Investing in syndications through a wealth management company
18 September 2020 | 9 replies

I'm currently talking to a financial advisor with RBC Wealth Management that I met through the Bigger Pockets forums (Hi Dan, if you're reading this) about investing an inheritance from my grandfather in real estate s...

Timothy K. Registered Architect from Ohio
22 February 2016 | 1 reply

I signed up for Bigger Pockets for the wealth of information and resources as I navigate my passions for design, development, and wealth management. I'm interested in all things worthwhile.Tim

David Chung What's up BP Community!
26 March 2023 | 1 reply

Hi All - Looking fwd to learning from everyone, learn few new things, confirm/validate some things I already know and hopefully do a few deals together as well!Currently invested in stocks, very little crypto, REITs, ...

Steve Vaughan Anyone ever partnered with a stock owner for funding?
22 September 2014 | 0 replies

I met with a wealth management friend the other day.  His firm offers his accredited clients (with $1m+ in securities) a low interest loan up to about 25% of their assets to invest in real estate (or anything but more...

Nicholas Novak New member
28 October 2016 | 2 replies

Hello all!I am a new member looking to learn how to invest in real estate without having a very large capital base to begin with. My background is in sales and finance, with an emphasis on wealth management and tradin...