Tag: Asset Management

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

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Is real estate still a good investment for your portfolio? 

Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and how ongoing valuations can play a game-changing role for your financial future!

Tune in to discover:

  • [00:01:29] Introduction to Taylor Vick and Blue Ridge Asset Management
  • [00:03:01] Exploring property management and real estate syndication
  • [00:05:54] Understanding business valuation and its cross-industry relevance
  • [00:09:56] The importance of defensible valuations for estate planning
  • [00:17:22] How exit strategies in real estate can maximize value
  • [00:23:21] Alternative investments: Real estate syndicates explained

This episode is jam-packed with actionable insights tailored for anyone navigating real estate investments and comprehensive financial strategies. 

Resources:

Connect with Greg DuPont:

Connect with Taylor Vick:

About Our Guest: 

Taylor is the Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management. Currently managing over $100 million in assets, Taylor leads Blue Ridge to create custom portfolios for investors to achieve their lifestyle goals.

Blue Ridge oversees financing, due diligence, pro forma analysis, acquisition, property management, accounting, value add and disposition for client portfolios.

 When Taylor is not helping his clients with their commercial needs, he can be found on the golf course or spending time with his wife Rachel and two children.

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