Synergy Asset Management

Investment ManagementReal Estate Investment

Real Estate Investment: What to Look for in a Property

When you are considering a piece of property for investment purposes, you’ll want to identify the property’s unique selling advantage. What makes it different? What is its competitive edge? We recommend that you consider these five factors:

  1. Restrictions on the use of the property (e.g., zoning)
  2. Location
  3. Size and quality of the site
  4. Improvements made
  5. Efficiency of management

Next month, we’ll cover how to hold real estate in a self-directed IRA or qualified plan. If you have questions in the meantime, give us a call or complete the simple form on the Contact Us page of our website. We’d love to hear from you!

 

Related posts
401(k)Qualified PlanRetirement Planning

401(k) Enrollment: Opt-in or Opt-out?

Business ConsultationEmployee BenefitsRetirement Planning

Case Study: Bob Parker hates his retirement plan

Financial ManagementFinancial PlanningRetirement Planning

Qualified Plans & IRAs: Minimum Distribution Rules