Navigating the world of real estate investments can be complex, and finding a financial advisor who truly understands the nuances is crucial. I’m not your typical financial advisor; my journey into the industry was fueled by my own quest for sound advice.
As a Real Estate Advisor, I not only guide clients through real estate investments but invest alongside them, ensuring that every opportunity meets our rigorous standards before being presented to them.
Investing Together: A Personal Journey
In the early 2000s, I found success in tech businesses, allowing me to retire at 38. I spent a few years helping my wife raise our baby twins and 10-year-old, while homeschooling and traveling the world.
Despite the leisure, my passion for business persisted. While consulting lightly, I delved into managing my investments, heavily venturing into both the stock market and commercial real estate syndication. This diversification not only safeguarded my portfolio but also paved the way for significant tax savings.
From Personal Investments to RESNN: A Unique Evolution
Transitioning from managing my own investments, I gradually found friends and family seeking guidance with their finances, particularly wanting to find alternatives to traditional stock market investments, specifically commercial real estate syndication.
What started as a personal endeavor expanded organically as friends of friends sought assistance. This journey culminated in the creation of RESNN Investments in 2012, a Registered Investment Advisor (RIA) firm specializing in helping professionals invest in real estate.
Real Estate Advisor’s Mission: Empowering Financial Ease
The inception of RESNN was not a business decision driven solely by financial gain. Instead, it emerged from a genuine desire to assist others in simplifying their complicated financial situations. As someone no longer bound by the necessity to work for a living, RESNN became a platform where the focus is on empowering individuals to navigate their financial journeys with ease.
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A Unique Process: Choosing Real Estate Investments with RESNN
As the founder of RESNN Investments, I bring a different perspective to the financial advisory landscape. Investing alongside clients, every decision is influenced by the principle that if it’s not good enough for my portfolio, it’s not good enough for them. This commitment is what sets RESNN apart as a Real Estate Advisor that prioritizes client success.
Real Estate Advisor: Investing for Myself, Investing for Clients
Within the walls of RESNN, the investment process is deeply personalized. Analyzing deals through the lens of personal investment criteria ensures that every opportunity meets the high standards expected from a Real Estate Advisor. The mantra remains—investing together for mutual success.
A Real Estate Advisor’s Daily Process – Tons of Due Diligence
My week revolves around scrutinizing potential real estate deals. Diving into due diligence, I assess sponsors, deal terms, value propositions, property details, and location demographics. Only deals passing our stringent evaluation make the cut, emphasizing that any investment must first meet our standards before being presented to clients.
If it’s not good enough for me, it’s not good enough for our clients.
Not all deals make the cut; most are axed early on, ensuring a high standard for client investments.
Tailoring Investments: Navigating Personal and Client Needs
It’s essential to recognize that we don’t employ a one-size-fits-all approach with clients. The process involves analyzing each deal through an investment lens. If a deal aligns with our requirements, we consider bringing it to clients, emphasizing that it’s not about investing in the same deals, but rather ensuring every investment is sound.
- Diverse Portfolio Considerations: Not every lucrative deal aligns with my own portfolio strategy. Sometimes a deal might be fantastic, but I may already have substantial investments in that sector or geographic location.
- Deal Survival Beyond Personal Needs: Crucially, I won’t discard a promising deal solely because it doesn’t fit my current investment needs. If a deal withstands scrutiny and reaches this stage, I pivot to considering both my individual requirements and the broader landscape.
- Client-Centric Approach: Evaluating the deal further involves looking at our clients’ needs. I approach clients selectively, targeting those whom I believe will benefit most from the specific opportunity at hand. It’s not a blanket approach; not all clients will be approached at this stage.
Client-Centric Approach: Involving Clients in Decision-Making
For selected RESNN clients, engagement is key. Actively participating in the decision-making process, clients are encouraged to ask questions and contribute to the thumbs-up or thumbs-down decision. This collaborative approach ensures investments align with individual financial goals.
From Decision to Execution: Navigating the Investment Landscape
Once a client decides to move forward, I facilitate document signing, fund transfers, and timely entry into the deal. Even if I haven’t personally invested in the deal, I remain intricately involved, representing the client’s interests, and ensuring the sponsor adheres to the original goals.
Financial Horizons: A Personal Journey to Real Estate Advisor Excellence
Becoming a real estate investor and advisor wasn’t just a career choice for me; it was a personal journey to secure my financial future. Now, as a Real Estate Advisor, I bring a unique perspective, investing alongside clients and employing a meticulous process to identify opportunities that stand up to scrutiny.
This client-centric approach ensures that every investment decision is not only financially sound but tailored to each client’s individual needs. If you’re seeking a Real Estate Advisor who goes beyond the typical, welcome to a partnership built on trust, transparency, and shared success.
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