Actionable tips from our Q3 Open Investors Mastermind
At this quarter’s Investor’s Mastermind, we discussed practical, results-oriented solutions for taking your investing game to the next level. These insights tap into our core business model, which offers real estate investment partnerships to investors seeking to build generational wealth.
Here are 3 ways you can level-up your real estate investment strategy, taken from our event:
Capitalize on timing
There’s an urgent call to capitalize on the current real estate market dynamics, especially for our BG Investment Partners. Across North America, rental inventory is dwindling due to many factors, such as housing affordability challenges, fluctuating interest rates, and more people than ever looking to buy a home. This situation presents a golden opportunity for our unique business model to survive and thrive even in markets affected by economic downturns.
Automate your financial management
Another key aspect that emerged from our discussions is the need for automation in a wealth-scaling journey. This principle is not limited to your service provider; it also applies to your own systems. Here at BG Wealth Group, we are implementing several tools including an Investors Portal to ensure our Investment Partners can get a 360-degree view of their portfolio with us. For yourself, you can start simply by programming your calendar to send you reminder emails for checking your accounts to automating your bill payments to using a calendar-automation tool to schedule check-in meetings with your other finance and investment contacts.
Plan for the long-term
Lastly, the significance of long-term planning in growing wealth cannot be underestimated. Scaling your wealth effectively demands a well-crafted roadmap that, ideally, spans as many of your remaining years as possible. It begins with an intimate knowledge of your financial standing, including available capital and clear financial goals and then projects your earnings over that number of years. We’re thrilled to introduce our new BG Legacy Planner, a powerful calculating resource that allows you to project your returns for up to 25 years. While it’s scheduled to launch on our website in 2024, it is currently being utilized in meetings to assist Investment Partners.
Watch the session
Even more information is packed into our Quarterly Investor Masterminds, where we showcase new products, special guests, and partnership opportunities directly to you! If you missed our most recent session last week, you can still access the session by watching it in full here.
To book a Legacy Planning Session, email Jennifer@BGWealthGroup.com.
