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.
  • 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

For more information on Self Directed IRA's for Real Estate click on the ICON in the bottom left hand corner

 

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. Contact Joe at j.bettag@coastalpropertiesfl.com