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Updated about 7 years ago on . Most recent reply

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17
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14
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Sara Tremeear
  • Real Estate Broker
  • Aurora, CO
14
Votes |
17
Posts

What to send investor clients?

Sara Tremeear
  • Real Estate Broker
  • Aurora, CO
Posted
I have a friend who’s looking to begin to invest with 100k in cash. I want send him some sample analysis sheets that I do to compare using leverage or not. What else can I send him that would be helpful for a brand new investor. I’ve been meaning to put together an investor consultation packet, but that’s been on the back burner.

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