FL opportunity seeking possiblities.

[Alfred Green]

True story: A friend of mine called me 2 days ago about a "professional matter". His dad is up in age, and has been a long term apartment complex owner. Him and his wife have been surviving off the proceeds of it, has gathered some income, but (the main challenge currently) he's a Depression era person who's seeking "secure" investment strategies. They know the stock market is volatile.

My friend called saying a 12 month CD was maturing in about 2 weeks, it's been making about 2%, even though it's valued at close to $400K. He's been considering putting the money in a "survivor's bond" due to his dad's age and health status. He called me wondering if I knew anyone specializing in sound investments.

I've been learning about real estate investing these last 3 months myself, I consider myself very green, yet I'm not sure what to offer him. I shared about self directed IRA's, I sent him a link for a self directed IRA website, and he reminded me of his personal preference as well: he likes to talk to people in person when doing business, rather than over the phone or email. We live in South Florida, but I know no investors or experts locally.

And I'll share this: I'm hoping to gain from this financially myself, if possible. It's not mandatory; I'd just like something to give me impetus to do "repeat business".

What possibilities can you see in this?

Thanks for any advice.

Alfred Green