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Updated over 7 years ago on . Most recent reply

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Tracy Bogie
  • Residential Real Estate Broker
  • Greenville, SC
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Financial Advisor that understands RE Investing

Tracy Bogie
  • Residential Real Estate Broker
  • Greenville, SC
Posted

After reading Rich Dad and Cash Flow Quadrant I am convinced I need a financial advisor that understands RE investing (vs mutual funds, etc). I need to set up a 1031 Exchange as well. My current advisor and I are not on the same page. Any recommendations? Need help to get RE investing going. I am in the Greenville SC area, but do not need someone locally necessarily. Thanks!

Most Popular Reply

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Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
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Mike Dymski
#5 Investor Mindset Contributor
  • Investor
  • Greenville, SC
Replied

What you are referring to is an RIA (Registered Investment Advisor)...or a real estate specific coach.  I invest in passive syndications opportunities through an RIA out of Charlotte (accredited status required).  He does traditional brokerage as well...happy to make an introduction.  I have no affiliation with him and he's a low pressure guy.

Lots of 1031 professionals on the forums...quick search will find them...and they will likely find you on this post shortly.

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