Real Estate Investment Consulting-
Common questions
What is the difference between a real estate broker and a real estate investment advisor?
One of the most common questions in the field is what exactly is the difference between a real estate sales agent and a real estate investment advisor?
A real estate agent or real estate agent deals with the mediation of the sale of apartments between a buyer and a seller at the point level, the micro level.
A real estate investment advisor is not an intermediary and his goal is to match the client with the best real estate investment. The consultant provides a comprehensive macro-level solution to assist the client in deciding on the right real estate investment for him and provide him with comprehensive guidance in building a personal plan. The advantage is that the consultant is neutral and objective and sees the big picture in the field.
The investment advisor will build a detail that demonstrates the ratio between the amount of the investment and the required expenses such as taxes and mortgages, the degree of risk, reference to additional investments if any of the client and his financial data, and will provide recommendations on the nature of the investment.
The consultant will locate for the client the recommended investment for him personally according to his ability and the plan built for him. The consultant will check and adjust the investment in Israel or abroad while focusing on the location of the property, type of property and horizon. A recommendation will be given in accordance with the examination of the nature of the local market, market fluctuations and local restrictions or conditions relating to foreign investment abroad.
The investment advisor will be able to save a lot of money for the investor and avoid mistakes that cost a lot.
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What does the counseling session include?
In the initial stage, there will be a first counseling session in which you will get to know the client personally in order to get to know the personal and economic characteristics: Personal and family data, economic characteristics, the client's desires.
The purpose of the initial meeting is to understand the specifics of each client based on the understanding that each has different characteristics that are critical to making the investment.
Only after collecting this data on the client, the consultant will be able to go through a variety of channels tailored to the data collected and present them in an orderly plan in which the consultant will recommend a selected channel.
The counseling sessions will be held at the client's office or home and each session will last between 2-4 hours.
What should I check before choosing a real estate investment advisor?
A real estate investment advisor is, as stated, a neutral advisor and he does not hold an inventory of apartments or properties intended for brokerage and this is a huge advantage in terms of investment.
Since the market is flooded and saturated with real estate for sale, it is highly recommended to choose an investment advisor who sees the whole personal picture as opposed to directing, recommending and accompanying the important process of choosing an investment in a professional and comprehensive manner.
It is important to make sure that the real estate investment advisor holds an initial meeting in which he collects all the personal and financial data as a preliminary and important step.
A professional and experienced investment advisor knew how to identify the needs of the investor and locate the most profitable asset for him.
It is important that the advisor contains and specifies in the investment plan the expected expenses as part of the process such as taxes, dealing with real estate companies and also details the acquisition process and what is expected at each stage.
Another advantage exists for a real estate investment advisor who also specializes in investments abroad, so that he can expand his investment options and identify real estate investment areas that are not well known to clients in Israel.
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