Freshly retired, note investor Tim has been heartened by the welcoming real estate investing community he finds through local investor groups and educational opportunities. After deciding that rehabs and fix-and-flips weren’t for him, Tim of North Carolina has focused his retirement savings on note investing, and has been heartened by the welcoming real estate investing community he finds through local investor groups and educational opportunities. Tim, freshly retired, shares that it didn’t take much capital to get started, and that he and his wife are well on their way to achieving their retirement nest egg goals. Case studies are provided for illustrative purposes only. Past performance is not indicative of future results. Investing involves risk including possible loss of principal. Information included in the above case study was provided by the investor and included with permission. Equity Trust Company does not independently verify all information provided by third parties. Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
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