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What Is Your Why?

Last week we talked about StoneCrest Equity Partners special approach to Real Estate Investing and why we believe our method is safer and will result in higher returns than regular group investments. (Missed prior installments of the series? Access HERE

But none of that matters if what we do does not align with your investment goals.

Have you thought about what it is that you hope to achieve with your next investment? Most people I talk to want similar results; they want: 

– Financial Freedom 

– Wealth preservation 

– Tax savings 

– Equity Growth 

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OUR SECRET SAUCE…

Which of the items above are the most important to you? Without knowing this, it is not possible to accurately and effectively evaluate any investment. You need to know your WHY. Which of the following resonates with you?

Financial Freedom: to me means having control over your time. It is not about how much money you have in the bank, but about being able to replace the time you spend working for money with time spent doing what you want. Perhaps that means working by choice or visiting family for extended periods of time. Ultimately it means CASHFLOW. People in this category look for investments that have a steady income stream, to help replace part or all of their earnings.

Wealth Preservation: is about safe keeping your nest egg and stopping inflation from eating away at your current savings. Low risk investments that hold their value or value that changes slowly are your best bet here. 

Tax Savings: Finding ways to legally lower or eliminate taxes is the goal. Assets that can be depreciated, oil and gas tax credits or energy credits achieved through building energy efficient projects are all good methods. 

Equity Growth: If simple preservation is not enough and you want that nest egg to grow then search for investments that are more aggressive and that project doubling or tripling of your initial investment over a certain period. A balance between increased risk and greater returns is the obvious choice, but it requires more due diligence. 

I find one of the best arguments for real estate investing is the fact that you can achieve ALL 4 strategies with different real estate ventures. Sometimes a single RE-Investment will check ALL the boxes. But that does not mean real estate is the only answer. There are so many ways you can invest in main street instead of wall street and achieve your goals faster and with more reliability. The Key is Real Assets, things that are real and tangible.

If you need more help determining your investment strategy or understanding what your options are within any of the above plans please schedule a call so I can help. I have spent the last several years exploring different options for our personal portfolio and can help direct you. I am not an investment advisor, but I do have experience and resources to share. 

Identifying your WHY is the first step in any investment strategy. Step two is for you to TAKE ACTION.

Next week I will go through the steps of investing in a syndication (group investment), The process is similar, whether you are investing in real estate, oil, gas, or a group of notes to name a few options. The following week we will review how you can invest in these alternatives using your retirement plan, including gold and silver!

The final installment of this series will illustrate why I think we are very fortunate, because the Tri-Cities checks all the boxes for good investment. Stay tuned!

We are planning an in person event to show off our apartment complex that is currently in construction. If you would like to be invited to this July event RSVP here.

As always, we are here to answer your questions and help you achieve more wealth.

“Risk comes from not knowing what you’re doing.” Warren Buffet

I hope you have enjoyed the newsletters so far. If you would like to further your investment education consider joining our StoneCrest Equity Alliance where you will be the first to know about upcoming opportunities, get invited for exclusive site visits and receive even more in depth knowledge on syndications.

As always, we are here to answer your questions and help you achieve more wealth.

Let\’s Talk Real Estate


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This document is solely for informational purposes and does not constitute an offer to purchase a security. Securities will only be offered pursuant to a private placement memorandum in reliance on certain exemptions from the registration requirements of the Securities Act of 1933 (primarily Rule 506(b) of Regulation D and/or Section 4(a)(2) of the Act) and are not required to comply with specific disclosure requirements that apply to registrations under the Act.

Investing involves many risks, variables, and uncertainties. No representations or warranties are made that any investor will, or is likely to, attain the returns shown above since hypothetical or simulated performance is not an indicator or assurance of future results.