NNN INVESTMENT SECURED FOR FAMILY DIVERSIFYING CAPITAL
CHALLENGE:
Family’s financial advisor recommended diversifying a small portion of the family’s assets into real estate and recommended their client speak with the Investment team at Joel & Granot. The family representative wanted little to do with management and maintenance of real estate. Ben Pargman and Davis Vainer met with the family representative and introduced NNN investing and presented a variety of off-market opportunities for consideration.
ACTIONS:
It was a significant learning opportunity for the family. They were experienced business professionals but when Ben and Davis first introduced the concept, they were not aware that many if not most of the real estate of freestanding restaurants they drive by are not owned by the brand concepts but investors like themselves. How does this work and how do they get into these opportunities?
RESULT:
Ben provided the family with a crash course in NNN Investing so they had the education to enter the market as informed investors. Once up to speed, they secured several investments that will provide long term stable income with little to no involvement on their part in management or maintenance.
“My parents were both teachers, so maybe it’s just in me that I enjoy the opportunity to help bring folks up to speed on what they just haven’t seen before. Once they got the basics, they were off and running and I’ve provided a pipeline of off market deals.”
– Ben Pargman
