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Writer's pictureJonathan & Paula Nichols

Blueprint For Achieving Your Financial Goals


In last week's article, we discussed some of the considerations that you should account for when setting your investing goals for 2022. This week we will discuss a high level blueprint for achieving those goals. Even as a passive investor, making wise investing decisions takes time and effort. Here are a few things you must do if you want to see your investing goals come to fruition.


1. Education

Some investors mistakenly believe that as a passive investor, knowledge in real estate has minimal value. While it is true that there are many components to a real estate transaction that an active investor must know and a passive can ignore there are also many facets where knowledge can assist the passive investor in making a wise investing choices. The good news is that there are a plethora of resources available for the passive investors looking to learn more about real estate. Books, podcasts and local meetups can all be great sources of information so you can feel comfortably educated as you set out on your real estate investing journey.


2. Networking

Once you understand the details of what to look for in a strong real estate deal, you must find the individuals who can help you to arrive at that destination. Multifamily syndicators and fellow passive investors are a great place to start when networking. A CPA and attorney could also be important contacts to consider adding to your network. Real estate investing is always a team sport and understanding the types of individuals who can help you and then developing a working relationship with them is a crucial step if you want to be successful in your investing goals.


3. Action

While this might seem to be the most obvious step in achieving your investing goals, it is probably also the one missed by most new investors. Once you understand the investment you are looking for and know the individuals who can help you to make that dream a reality, you must take action if you want to succeed. Some investors find themselves in a state of analysis paralysis or fear over what might happen with their investment. What's interesting is that many of these same investors don't think twice about money automatically deducted from their paycheck to go into a stock market investment in their 401k. The courage and ability to take action when an opportunity presents itself is one of the biggest factors determining success in real estate investing.



There are many important considerations when evaluating a multifamily deal and we make it our mission to careful vet each of these items. If you would like to learn more about passively investing in multifamily, please set up a meeting with us through our Calendly link and subscribe to our weekly blog here.




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