Our Solution

MINIMIZE ANY CARRYING COST

It is well-known that investing in real estate has made many millionaires. When time is on your side, and there is no pressure to liquidate the property at inopportune times, real estate has been a gold mine.

The downside of typical real estate investments is that it usually involves a house with high carrying costs, especially if it has a negative cash flow and/or significant periods of vacancy as a rental.

The solution is to consider real estate that inherently has minimal carrying cost. No monthly mortgage payments. No homeowner's policy to maintain. No utility bills.

OFFSET THE VOLATILITY OF THE STOCK MARKET

Perhaps you've been burned by the stock market. You're not alone; I know I have. For every story you've heard about someone who made millions from the stock market, there are hundreds (if not thousands) of untold stories of those who did not fare as well.

Reconsider where you want to place your investable funds. It's time to explore options other than the traditional ones.

 
CHANNEL FUNDS FROM AN IRA, INDIVIDUAL 401(K), OR
OTHER RETIREMENT FUND

Perhaps you're at a loss for where you would have investable funds. Ever considered your IRA, individual 401(k), or other retirement fund? You didn't think that those were just limited to the traditional stocks, bonds, and mutual fund that your custodian permits, did you? Refer to the internal revenue code (IRC) 408 at http://www.irs.gov/pub/irs-tege/irc408.pdf for details. IRA investments in real estate have been legal since 1974, but only millionaires have consistently utilized this method.

Most of us have taken advantage of employer-based 401(k) programs, to take advantage of the matching provided. Over time, these contributions build the nest egg for your retirement. What happens when you leave that employer? Did you also leave your 401(k) account there? If you roll these funds into a self-directed IRA, then you would be able to tap into the money for real estate and other non-traditional investments. We can help you with this process.