Matthew Lotze | Investing in Real Estate through vacation rentals
Matthew Lotze has vast experience in the professional service industry as a business management advisor and a real estate investor in Greater San Diego Area, California. Through his experience he gained expertise in portfolio management, financial planning, cash flow and liabilities management all while understanding the value of investing relative of cost to a client.
From 1995 to 2005, Matthew Lotze worked as a CEO in Real Outlets Stores, LLC. There he discovered a retail system of liquidating distressed and overstocked commodities by making a chain of internet sales sites and retail outlets with a centralized wholesale and distribution location. He also did work with Real Estate Developers, Inc., Real Outlets Stores, LLC, Liquidations us, Inc., Cheezy Pizza Company, Inc., Nations Best Franchise, Inc., American Marketing Company, Inc., and American Fundraisers, Inc. He provides different type of strategies to client with 100% satisfaction.
Expenditure Strategy
Our expenditure strategy begins with a realizing of your financial goals. We will use market and economic information you provide to assess risk ceiling and investment objectives in analyzing an appropriate plan of action. Investment approaches typically include long or short-term acquisitions of stock portfolios, option deals, exchange-traded funds, no-load mutual capital and fixed profits securities.
Investment recommendations are based on an analysis of the individual needs, and are drawn from research and analysis. Security analysis methods may include the following:
Fundamental analysis:-
We attempt to measure the intrinsic value of a security by looking at economic and financial factors to determine if the company is underpriced or overpriced.
Technical analysis and charting:-
We attempt to determine the trend of a security by studying past market data, including price and volume.
Cyclical analysis:-
We attempt to identify the industry cycle of a company to determine whether the company is in a market introduction phase, growth phase or maturity phase.
Financial Planning:-
The economical planning process helps specify Financial Goals, analyse risk fortitude, develop and use a customized expense strategy with constant monitoring.
Process:
(1)Discovery stage
Completing proprietary questionnaires along with in depth discussion with your specialist to ensure all vital information is obtained to fully recognize financial goals and possibility tolerance.
(2)Presentation
A financial plan will be presented, featuring expressed targets and prospective unperceived needs. The financial plan will include a course of action to increase the chance of achieving financial success. Financial planning may address any of the following areas: retirement planning, income in-retirement planning, investment planning, long term care planning, life insurance or survivorship needs analysis, charitable giving, estate investigation and wealth sequence planning.
(3)Implementation
In this stage of the alliance you are inspired to keep the companies Wealth Management to help implement your expense strategy.
(4)Monitoring
Reviews of the monetary plan and expenditure tactics are offered annually to research and identify if there has been any life altering events that require change in your economic plan.
Matthew Lotze has always offering accurate financial quality service that best suits according to client’s needs. He has vast knowledge and skills about investing business. Advisor Matt Lotze manages and does work on that real estate’s about which he has particular knowledge.
