Investing in Real Estate and Diversified Businesses!
Investing in Real Estate and Diversified Businesses!
When developing a real estate investment portfolio, it’s always suggested to have a diverse selection of properties to generate profit. If your real estate investment portfolio consists only of single-family homes, you might consider investing in an apartment building or commercial property. Here’s the downside: these properties are expensive and often require a very high level of management expertise. But don’t let that deter you. If you want to invest in bigger, better properties—and you lack the necessary capital or experience—then you might consider participating in real estate syndication.
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance and how to maximize profits with dealing with our organization in a joint venture structure.
Our team is comprised of people with different kinds of business experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully credentialed in all the sectors of business that we are involved with. And you can count on unbiased recommendations and impartial guidance.
Mark began his investment career in February 2009 with real estate with the purchase of his first home. He Continue to purchase more and understand the financial freedom that comes with real estate. He’s been at Synergy Emprises since its inception in 2022.
Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.
Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
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It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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