Working with Real Estate Professionals
Playing nice in the sandbox
As a client, your trusted circle of advisors is supposed to weigh your interests first. Your real estate agent, mortgage broker, and financial advisor are all working for you, right? But what happens when they disagree? What if their interests are not aligned?
Many investors prefer to own real estate. As Mark Twain famously said: “Buy land, they’re not making it anymore.” After 15 years of handing your rent money over to the bank, the mortgage is paid and you own a valuable, income-generating asset.
Our advice complements your long term goals
Real estate agents and mortgage brokers enjoy working with us because we are very comfortable discussing real estate investments and debt within the context of the client’s entire portfolio. Preparing for and making real estate investments requires maintaining money in safe places so that when the real estate lightning strikes, cash can be made available on short notice. We are experts in cash management and can help in this area.
If you are an investor with significant real estate assets looking for a financial advisor that can support and encourage your wealth-building, then we’d like to hear from you. Please contact us.
If you are a real estate agent or mortgage broker, then please call or email Brendan. We’d love to hear more about your practice. When the opportunity arises, we can give your clients a second opinion on their non-real-estate portfolio. If a relationship develops, we will work with your clients to ensure that they are able to continue developing their real estate portfolio in partnership with you.
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