Portfolio expansion is a necessary step to building passive wealth. Multiple properties and several streams of cash flow are par for the course. Expanding, however, isn’t as easy as hitting Zillow and finding an attractive property to buy! Investors set themselves up for success with careful planning, risk mitigation…and consulting their portfolio advisor!
3 min read
Questions You Should Ask an Advisor Before Expanding Your Portfolio
By Chris Clothier on Thu, Aug 10, 2023
3 min read
What Are the Turnkey Investor's Responsibilities?
By Chris Clothier on Tue, Jan 31, 2023
One of the biggest mistakes turnkey investors can make is mistaking “passive” investing for “disengaged” investing. No matter what strategy you utilize, an owner-investor has a critical role to play – and that role comes with responsibilities.
4 min read
4 Asset Analysis Tips on the Road to a Million Dollar Investment Portfolio
By Chris Clothier on Fri, May 4, 2018
If someone were to ask us what the most important things were in determining the success of a real estate investor, one of the top items on our list would be asset analysis.
You would be surprised just how many investors are out-of-touch with the actual details of their portfolios. Ultimately, this leads to unchecked risks, blind spots, and big trouble.