Investor Information
Generally, real estate investors fall into two categories – active or passive
investors. Active investors are usually defined as investors that are involved
in the day to day management, decisions and operations of their real estate investments
while passive investors will normally invest in real estate and delegate the day
to day management, decisions, and operations of their real estate investments
to an experienced real estate investment professional that will act in a fiduciary
capacity for the investor.
Services offered for Active Investors:
- Commercial or residential real estate investment research, recommendation, contract/transaction
negotiation, and asset management by the Managing Member, Joe Bettag, a Florida
Real Estate Broker/Associate with Coastal Properties.
- Real estate financing through Joe Bettag, a Florida Mortgage Broker. By leveraging
real estate through financing, the rate of return on investment (ROI) can be substantially
increased compared to paying all cash for real estate. Some of the financing programs
available can offer up to 100% financing and interest only financing for qualified
buyers.
- 1031 Exchange Program – defer capital gains tax by selling one property and reinvesting
the proceeds into a second property.
- Self Directed IRA Program – for investors dissatisfied with their investments
in stocks, bonds, or money markets in their current 401K’s, IRA’s, or SEP’s (Simplified
Employee Pension), this retirement money can be legally converted into a self
directed IRA that invests in real estate. This program offers investors a complete
start to finish process with the Coastal Properties Team handling all of the paperwork,
money transfers, legal advice, and even the creation of a customized limited liability
company that creates substantial benefits. Investors also have the ability to
leverage their real estate investments by a little known financing package customized
for the IRA.
Services offered for Passive Investors:
- The passive investors doing business with Coastal Properties will have first
priority for future opportunities and offerings as they are identified. One of
the opportunities identified involves the purchase of residential real estate
loan portfolios that are in a pre-foreclosure status. Lenders will employ a method
known in the banking business called Loss Mitigation in order to cut their losses
earlier in the foreclosure process as the losses typically increase with time
as well as requiring additional reserves which ties up valuable capital and earnings
potential. The lenders will typically discount 20% to 60% from the current asset
value when selling the loans to third parties. The third parties then either re-sell
the loans to local investors for a profit or complete the foreclosure process
and take title and either sell at a wholesale profit rate through an established
investor network or sell at a retail profit rate by selling to an owner occupant.
Joe Bettag has over five years experience in the banking real estate portfolio
business as well as relationships with other real estate brokers that are recognized
nationally for their expertise in this niche. Additionally, he has valuable contacts
with various national and regional banking/mortgage decision makers.
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