MANAGING YOUR PORTFOLIO

Local Investing Resources

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What to Expect Long-Term

What to Expect Long-Term

Direct local investing is a slow and engaging, yet rewarding process. Local investors must have the passion, time, and energy to find and evaluate local investment opportunities, and for getting to know the people who offer these opportunities. Get-rich-quick...

Liquidity Issues

Liquidity Issues

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Tracking Results

Tracking Results

Once your investment is made, you should begin monitoring its results. There are a variety of reasons for this: If you maintain a good relationship with the investee, you can get updates on how things are going with the business. You can share in the successes of the...

Resources

Resources

Modules in our Local Investors resource area: Getting Started Making Investments Managing Your Portfolio Find a local investing group near you: Local Investing Group Directory Due Diligence Tutorials: Due Diligence for Local Investors Video Series  6 short videos...