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January 19, 2024 22 mins

Discover the power of being on-site and building a solid investment team. As a passive investor, you have the opportunity to transform your financial future. By taking control of your financial journey and leveraging the expertise of experienced professionals, you can unlock hidden opportunities and achieve the financial freedom you’ve always wanted.… 

In this episode, Tim and Greg discuss their recent field trip to the Dallas-Fort Worth area. They discuss the importance of on-site and personally visiting properties as passive investors. They emphasize the benefits of seeing the properties and neighborhoods in person, rather than relying solely on investment decks and webinars. Tim and Greg share their experiences visiting six multifamily properties, noting the positive changes they observed, such as property improvements, new carports, landscaping, and engaged staff members.

They also mention speaking with residents and gathering feedback about the properties and the team they are working with.

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WHAT TO LISTEN FOR
1:09 Benefits of Visiting Real Estate Properties as a Passive Investor
7:48 Property Renovations and Management
11:17 Real Estate Investing and Property Management
15:44 Investments and Retirement Strategies
22:23 Building Relationships in Real Estate Investing

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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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