The common components of many investment portfolios are stocks, bonds and cash. And that’s fine, in many cases. But sometimes, a little more is needed: what we often call “alternative investments.”
One of those alternative investments may involve real estate. As CAPitalizers, we understand the importance of knowing what our options are, how they work, and how to determine if they’re suitable for us or not. So how do we make that happen?
Enter my special guest today, Jason Gandy, head of acquisitions at the real estate development firm Sealy & Company. What does Jason look for when it comes to the quality of real estate to buy? What are the potential risks to consider? how do you go about constructing a real estate portfolio?
These, and MANY other questions answered in my fascinating and educational conversation with Jason Gandy on today’s episode of CAPitalize Your Finances!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
No client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. are not affiliated with CAPitalize Your Finances or LPL Financial. Jason Gandy and Sealy & Company are not affiliated with CAPitalize Your Finances or LPL Financial. LPL 1-05259770 (3/22)