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Real Estate Investors

Vacation & Retirement Dreams

Buying a vacation or retirement investment property is a dream for many people. But the risks and cost of a vacation property are different from a family home, especially when investments are made in a new country.

We work with you to identify your real estate and investment objectives. We analyze all of the options including acquisition and disposition of assets. We produce detailed budgets and financial projections. We might recommend not making an investment. In some situations we can help you unwind or back away from a transaction you might have been pressured into. We do not sell real estate or time shares.

 

Financial Risks

Vacation and retirement home options in mountain or seaside locations range from rental, single-family properties to timeshares to high-rise condos. Each of these options is unique with considerable financial risk and costs which can lead to unpleasant financial surprises. The options are not equal!

Fortunately financial risks and costs can be minimized. We provide a full financial risk management review of all the costs and projected expenses related to the purchase of your potential vacation property BEFORE you make any offer to buy or BEFORE you even meet with a salesperson. We ensure that you have full disclosure and the best financial information to make decisions. We tell you what your risks are and the costs associated with these risks.

Not only are your risks reduced, but a full financial analysis will often lead to reduced financing and closing costs, saving you thousands of dollars.

We work with insurance companies, lawyers, appraisers, banks, mortgage brokers and property managers to ensure you get the BEST financial information.

Our role is to increase the cash in your pocket today and into the future. And to reduce your risk with every transaction you consider.