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December 20, 2023 44 mins

Success often comes at a price. In real estate investing, the path is riddled with challenges, financial setbacks, and personal sacrifices. The early days, as a single individual in the real estate space, allowed for a certain level of flexibility and risk-taking. However, as family dynamics changed, the perspective on success and priorities evolved.

In this episode, Tim and Greg discuss strategies for Balancing Success in Real Estate and Personal Life. They suggest three principles that serve as the cornerstones of the family board meeting: easy to understand, buy into, and execute, ensuring tangible results that inspire continuous effort.

They also highlight the 18 Summers Principle.

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WHAT TO LISTEN FOR
2:03 Personal Life Events and Business Perspectives
10:36 Building a Real Estate Portfolio
13:35 Real Estate Investments with Different Focuses
29:36 The Future Of The Bill To Rent Space In Real Estate

RESOURCES/LINKS MENTIONED
18 Summers by Jim Sheils

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Tim Lyons, Greg Lyons and Paul Dircks are Registered Representatives of Finalis Securities LLC, member FINRA/SIPC. This material has been prepared for information and educational purposes only, and it is not intended to provide, nor should it be relied on for tax, legal, or investment advice. Investors should consult with their own tax, legal, and financial professionals before investing. Podcasts reflect the opinions of only the authors who are Registered Representatives of Finalis and do not reflect the views of Finalis, Inc. or any of its subsidiaries or affiliates. Real estate investments are generally highly risky. They can be volatile, unpredictable, illiquid, and are subject to ebbs and flows and market shifts. Investors also risk the loss of all principal investments. Any third-party information provided therein does not reflect the views of Finalis or any of their subsidiaries or affiliates.

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