So you like real estate as an investment, but are not sure which of your current investments you should move. Most private financial advisers recommend that you “re-balance your portfolio” on a regular basis, at least once per year. However, you can start investing in the real estate market at any time. At Gallantree, our goal is to balance your need for return and protection. That’s why our investment partners are excited about the possibilities we’ve opened up for them. First, think about each of your current investments and consider two simple questions:

  • 1. For any investment that is performing at less than 8%: “Can I afford to park these funds at low returns when I could get a better ROI with equal or less risk?”
  • 2. For any higher performing investments: “Am I comfortable with the risk and effort of these investments when I could get a similar or greater ROI with less risk?”

Now is a great time to consider moving some of them into real estate or real estate notes with tax advantages and significantly higher yields. Sometimes, the true reason why all your funds are in traditional, low return or high risk investments is that the brokerage that holds your account does not offer any other types of investments. They don’t advise you on how to invest in real estate or real estate notes, because they cannot earn a commission on these types of investments. At Gallantree, we are a principal in all our lending and real estate transactions. We do not earn any commissions or fees for helping you invest in our opportunities. Contact us today for more detailed information about our investment packages that we are only allowed to reveal to qualified prospects.

Leave a Reply