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Global Property Buyers – Ask These 3 Questions …. Or Else

August 23, 2018

Owning property overseas is a great asset class diversification strategy inside an IRA.   But before racing out to buy an investment property in a foreign country, read on to know 3 of the most important critical issues to know up front.

#1 – Does the developer have a record of success?

If the answer is “yes” and the developer has a proven track record, investigate that record.  Visit some of their other locations.   Would that property meet your expectations?   How much have they invested in amenities to create a sense of community?   How busy is it?    A great mantra for overseas property ownership is, “Buy what you see.”

On the other hand, if the answer is “no,” that does not mean you should instantly walk away.  Just understand that you are agreeing to be a guinea pig as they experiment and suffer forward through trial and error.   Be sure to price that into equation.

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2018 Planning For Prosperity Guest Speakers

August 22, 2018

This year’s conference is sure to inspire you, as you’ll get to hear from some of the financial industry’s best and brightest speakers and panelists. As an attendee, you’ll have the privilege of gaining valuable resources to revamp both your financial network and personal network.

Throughout the entirety of the event, you’ll be able to hear from our outstanding keynote speakers on topics like international investments, structuring your investments, syndicating your deals and much, much more!

Click here to join us and our incredible guest speakers for our day-long alternative investment symposium.

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Hello From the CEO

Continuing Education is something that most professionals begrudgingly fulfill to keep their licenses active. However, it’s a bit different with NuView Trust clients. CE is something that they eagerly seek –especially if it means higher returns with new investment ideas.

I look forward to seeing many of you personally at our fifth annual Planning for Prosperity event in Orlando on September 7th.  What an event it plans to be!

For one day only, we have crammed in five national speakers, four panels and lots of networking time, all with one objective – to help you become even more active with your self-directed IRA.  Our mission is to “Give You the Choice to Retire Well,” as many of our clients just want to learn more from industry experts, as well as their peers.

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Why Can’t I Have What They Have?

Nathan Ogden

(Nathan Ogden, inspirational speaker, trainer and author of “Unfrozen,” will be this year’s Chair The Love keynote speaker! In 2001, Nathan shattered his neck in a snow skiing accident, leaving him a quadriplegic. Since his accident, Nathan has traveled the nation visiting businesses, organizations, nonprofits and schools to speak about how to conquer fears and become “unfrozen” in your day-to-day life.)

Last week I took my two youngest girls with me into the mountains of Idaho to speak with a group of middle-aged single adults near Garden Valley. I gave a really fun talk that night outside the lodge with tall pine trees in every direction I looked.  It doesn’t get much better than that. The next morning I helped give some workshops on how to face our fears and quit using excuses in all aspects of our lives. My girls and I slept in a tiny old cabin with extremely squeaky bed frames that have been there for many years.  I didn’t sleep very well but it wasn’t because of the cold mountain air or because the bed was so skinny I couldn’t roll over to relieve pressure on my hips. It was because every time my girls moved even a tiny bit, (which for kids is all night long) the rusting metal springs just under our sleeping bags kept screeching an annoying high-pitch that made me want to stand up, walk out the door and take my chances with the coyotes.  Even though we had a great time together there was something that kept distracting me. I mean really bugging me, and it’s not the first time this is happened.

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Auto-Pilot Wealth

August 21, 2018

I recently spoke with a friend who is a commercial pilot for a major carrier and was surprised to learn how little work a pilot actually does these days.  No, they aren’t lazy, it is just that they have a very sophisticated tool that can make decisions more consistently and faster than a human being.  This marvel is the auto-pilot.  It makes air travel safer than it has ever been and continues to do so.

Wouldn’t it be great to have an auto-pilot for your income to work the same way?  Instead of having to work forever, wouldn’t it be nice to set your auto-pilot at some point and know that from a financial perspective, you’ll always be able to look forward to a safe landing?

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NuView Client Success Story: Work Hard and Reap the Rewards

August 16, 2018

 

Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market.

Like many others, Tom was previously investing in traditional stocks, bonds and mutual funds. While his investments were still being managed, Tom was not satisfied with the results. After rolling over his 401K from a previous employer, investing it, and then watching all of his investments fall flat, he knew there had to be a more effective way to invest. Tom was unaware of the opportunities a self-directed IRA could open up for him.

“I think there’s a huge awareness problem in self-direction. If people were to just look into it further, it would sell itself. I remember hearing about self-directed IRAs in general and wanting to learn more, but it took a while for me to actually take the leap.”

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Are Private Placements (PPM’s) Riskier than Wall Street?

March 6, 2018

Let’s take a look and see what actually happens behind the curtains.

In the case of a REIT (Real Estate Investment Trust) the market makers at Wall Street are between the investor and the deal and they take a healthy premium.

They typically take heavy fees and they often have a specific time-frame from when they enter the deal to when they exit. In this case they may sell into an unfavorable market.

Many investors invest in REIT’s, life insurance companies, pension plans or other large institution type funds. These funds typically invest in real estate, apartment buildings, self-storage and other assets very similar to the assets that are in a normal private placement. Continue reading…