If you’re considering major portfolio expansion, there are a lot of varying complications and concerns. It can be complicated to know not only what you need for yourself, or for your business. The varying moving parts involved with being positive that your portfolio is cared for properly can be confusing. So what do you need to do before a major portfolio expansion?

Before a Major Portfolio Expansion: Educate Yourself

Before you begin buying and selling, or instructing your agents to do so, it’s important to have at least a partial education in what specifically your goals are, and how to reach them. There are excellent websites that can educate you on how your portfolio could be changed and expanded effectively. This helps you to better understand what your financial advisor suggests and to recognize that there are varying techniques involved which might create better options for your future and that of your business.  

Protect Your Assets

Even while wanting to diversify and increase your assets, it’s important to remember to protect all of them as well. You want to make sure that your primary accounts and investments are stable and safe. Just one real estate stumble can ruin your business. In general, researching the concept of calculated risk and how it applies to your work can be beneficial to your business. You need to protect your business as well as your private assets while making financial changes.

Before a Major Portfolio Expansion: Know Your Risk Strategy

You need to know what type of risk strategy is most appropriate for those things you need to do. There are varying types of strategies for diversifying your portfolio, and this means your choices matter and will greatly affect both your investments and your business. Depending upon your specific needs, you can choose a higher risk strategy, which can provide greater amounts of return, more quickly, but which is more likely to cause complications if it fails. There are also fewer risk options for diversification which can offer slower growth but can provide more safe, steady, ongoing returns.


If you’re going to expand your portfolio, recognizing what your business and personal needs are can be an important analysis. Protect your assets by determining your goals and understanding calculated risk. Educate yourself on both the styles of investment and the types of risk strategies that are involved. Most of all, use expert advice from a financial advisor if you have ongoing worries!

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See you at a meeting soon!

The Southwest Florida Real Estate Investment Association is the leading source of SWFL real estate investing events that provide investment education and networking in southwest Florida. We analyze the housing market and foreclosures and provide information, education and networking events in order to build a network and knowledge base for investors and potential investors. Our members include real estate agent, brokers, investors, hedge fund managers, rehabbers, wholesalers and more.

Our SWFL REIA General Meeting is held in Fort Myers where we provide education on hot topics in investing and an opportunity to enjoy the camaraderie of your fellow investors. You’ll get a chance to ask for advice from successful real estate professionals and even make a few deals on your latest projects.

To become a member, anyone can register as an individual, a couple, or a corporation. Being a member opens the doors for endless networking opportunities, advice from members with decades of experience, new ideas from entrepreneurs, camaraderie with those just beginning, and deals and contracts done in the meeting room. For those interested in Cape Coral rental property investment and/or Fort Myers rental property investment, SWFL REIA will be able to provide a network to help launch a successful investment career.

The SWFL REIA is known and respected as a source of current, actionable and useful information about the housing market in the area that we meet.

We meet twice a month.

Click here for information about the monthly luncheon.  

Click here for information about our nighttime general meeting. 

One of the premier sources for real estate investing networking and education is the SWFL REIA. In the real estate world, the SWFL REIA is different in that they do not do information product sales. Their meetings are focusing on the best ways of investing in real estate by collaborating with other property investors who are sharing their experiences.

We look forward to meeting you at a meeting soon!
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