Real Talk About the SoCal Estate of Mind with Host Wendy Ross: After decades of working at a variety of real estate brokerages in Silicon Valley and Orange County, Wendy decided it was time to create a different real estate business model, so she did! That’s when Veracity Real Estate Co. entered the market. The time was ripe for a renewed commitment to bespoke client advocacy at all price levels, seldom available within high-cost luxury markets. Wendy has built a company of data-driven real estate investment advisers who are truth-seekers and -tellers. What you’ll hear time and time again is that Wendy and her team provide their clients with facts and data derived from practical local real estate analysis. They even study international luxury trends so clients make the best-informed decisions for themselves and their family legacies. Every week, Wendy asks notable names to join her in providing a behind-the-scenes analysis of the SoCal real estate market. Wendy looks at the market a bit differently, and so do her guests. We’re sharing what the industry knows… and sometimes what the industry doesn’t want you to know… but she does, because your home will be your best investment if you know how the game is played.
Episodes
Wednesday May 11, 2022
Wednesday May 11, 2022
Could a wealth adviser make you a stronger real estate investor?
Yes, according to Wendy Ross's guest Philippe Oertle. He’s the managing director of Catalina Capital Group. He has nearly two decades of wealth management expertise.
"I asked him on my show today because he specializes in developing and managing investment portfolios, as well as structuring lending, and trust and estate solutions," Wendy says.
Philippe presents the ins and outs of wealth advising and weighs in on the impact of inflation upon investors, home buyers and sellers. Plus, he shares his perspective on leveraging real estate for financial gain.
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