For Real Estate Investment
Log in |
How’s Your Stock Broker Doing – Part III Buying Notes

We have determined that if you started today and earned the average rate of return of 7% on your stock market holdings it would take you a little over 10 years to bring your balance up to where it was in 2007. If we want to get our values up faster we need to get a better rate of return.

Going back to our MAREI meeting last week, Ed Griffin also gave an example of a Mortgage Note that he helped facilitate. He buys and sells notes and he came upon a Church who was holding a privately held mortgage note. The Church had purchased a residential property and sold it owner finance to a nice old Hispanic Lady who did not speak too much english. Their plan was to buy this property (which today was valued around $45k to $50k) and sell it to the lady for $35,000 on an owner financed mortgage note with 10% interest and a 2 year balloon.

Read More...

How’s Your Stock Broker Doing – Part II

Now if your stock market holdings are mirroring the Dow and are down 50% in the past 2 years. What do you need to do to bring your value up from today’s numbers back to where they were in 2007? . . . Basically you need to double your money. If you were at $200,000 in 2007 and you are sitting 50% less and $100,000, to get back to where you were, you need to double you money.

Read More...

How’s Your Stock Broker Doing – Part 1

spent a small portion of my week canvassing local stock brokers, financial planners, and so-called “non-conventional” financial planners (code for insurance salesmen) and the statements above are what I gleaned. I actually approached them as a prospective client, letting them know I was “shopping” for a solid financial planner with a clear vision on how to protect and grow my money. I asked things like “what kind of protective measures did you have in place for clients last September”? “Would you say your client portfolios are up or down on average”? “Did you ever recommend moving cash to the sidelines or give any warning”?

Read More...

Tools you need as an Investor

In this series of posts this week, my goal is to help the new investor get started. Or maybe an experienced investor reinvent a part of his business. Today I wanted to discuss some of the tools you need as an investor.

Read More...