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Karen Lee Bertiger Lic. Real Estate Broker

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Investor Advice

Getting Started in Real Estate Investing

in Vero Beach, FL & Scottsdale, AZ

Karen recommends engaging in formal planning strategies based on your desired goals to determine what type of investor you want to be. If you are considering starting real estate investing in Vero Beach, FL or Scottsdale, AZ with single-family homes, assemble a trusted group of advisors. With more than 35 years of experience, my perspectives can short-circuit many sticky problems before you even know there is a problem. Contact me today.

If you're a seasoned investor, looking for a seasoned marketing and brokerage professional, my property analyses and marketing packages are cost effective. 


Potential Real Estate Investment Strategies

When you have a business and want to invest in real estate, the best method by far is to create a qualified plan governed by the Employee Retirement Security Act (ERISA). A qualified plan allows for the investment of plan assets in real property or mortgages. You can visit the IRS website for the most up-to-date information and publications. When you prefer to have someone else handle the work, consider private REITs. If you are interested in long term wealth building and legacy strategies, please contact me.

What About Stock Brokerage Accounts?

An article in a Forbes investment guide special issue written by Larry Kotlikoff exposes a reason why you would want to close your stock brokerage account that you think is covered by SIPC insurance: "Nothing could be further from the truth. Investors with accounts at firms that fail as a result of fraud can, incredibly, be forced to pay an SIPC-appointed trustee money; rather than the other way around." This involves a definition/calculation of net equity, which is hopefully being revised in a bipartisan bill before Congress (H.R. 3482 and S.1725). That bill would base the definition of net equity on your latest brokerage statement before your stockbroker fails. It's another good reason to invest directly in real estate!

Your Secret Weapon to Locating the Best Areas for Real Estate Investments

House with a Swimming Pool for Real Estate Investing in Vero Beach FL Elegant House with Two Garages for Real Estate Investing in Vero Beach FL