Real estate investors make this mistake too often.
Prioritizing short-term savings over long-term security.
I’ll share an example:
A new client had selected a one-size-fits-all estate plan for their robust portfolio.
I was horrified.
This is like buying a luxury car but parking it on a risky street.
It exposes you to unnecessary financial risks and vulnerabilities.
If you're guilty of prioritizing short-term savings, it's okay.
This is not common knowledge.
But now that you know better, it’s crucial that you do better.
If you want to learn more about proper real estate planning - send me a message and I’ll forward you a copy of my book.
Learn more about our partnership here: https://myobligo.com/blog/obligo-and-yardi-announce-partnership/