Referrals for fee-only fiduciaries w/ real estate experience?
Hi all,
Looking to hire a financial advisor who is experienced in real estate and can confidently advise across asset classes. Have done lots of research on this and have had very little luck. Had a promising call with a woman whose whole schtick was to help guide multifam investors with both individual property analysis and overall portfolio management/diversification, but she ghosted us after our intro call. We have 14 doors and looking to scale up to 50 in the next few years. Chicago area but don't care at all about location of advisor. Want both guidance on allocation on our non-re invested funds and a 3rd party look at our current investments from someone who is likely an RE investor themselves. Would love referrals if you have used an advisor like this and recommend.