The River PDX: A Holistic Source for Real Estate » investing in real estate http://theriverpdx.com A Holistic Source for Real Estate in Portland, Oregon Mon, 26 Mar 2012 22:56:06 +0000 en hourly 1 http://wordpress.org/?v=3.2.1 Design Your Future http://theriverpdx.com/2012/03/07/design-your-future/ http://theriverpdx.com/2012/03/07/design-your-future/#comments Thu, 08 Mar 2012 05:39:45 +0000 David Todd http://theriverpdx.com/?p=1173

9008 North John Ave, Portland

Choice location across from St. John City Park. Build your dream home in the city, on a rarely available corner lot. Attractively priced at $125,000, with excellent proximity to shops, restaurants, and other amenities, this is really a fine opportunity. The next great home on this site will enjoy a 91 Walkscore! Plans for a smart, modern home are also negotiable.

Call us for more information at 503-490-4116, or email Team@theRiverPDX.com.


]]> http://theriverpdx.com/2012/03/07/design-your-future/feed/ 0 Locally Responsible Investing http://theriverpdx.com/2011/11/05/locally-responsible-investing/ http://theriverpdx.com/2011/11/05/locally-responsible-investing/#comments Sat, 05 Nov 2011 20:22:52 +0000 David Todd http://theriverpdx.com/?p=981 In recognition of Bank Transfer Day, November 5, 2011, we’d like to offer a set of resources to help you locate resources for socially responsible investing and banking. We don’t profess to be experts on socially responsible investing, but it’s definitely an area of interest for us. What are our options for local and socially responsible banking, investing, and insurance? Locally, we’ve worked with some committed professionals who have made it their work to know the local and socially responsible options. Whether you’re looking for an alternative to banking with one of the “biggies”, looking for a mutual fund that doesn’t invest in nuclear development or tobacco, or looking for an investment tool that will allow you to really direct your funds in a new direction all together, here are some local resources to consider. Click on each link for more information about how these resources can help you fine tune your banking, investing, and insurance.

Local Financial Resources in Portland, Oregon

New Outlook Financial is a Portland, Oregon based investment advisory firm offering fee-only financial planning and investment advice for individuals, families and small business people, many of whom are interested in integrating their finances with their values. Unlike other financial advisors who sell products for commissions, we provide our clients with objective advice and guidance so they can be confident that the advice they are getting is in their best interest.

Format Solutions is a local business specializing in providing individuals with unprecedented control over their retirement assets and investment options.  If you’re frustrated with the lack of control, volatile performance, and ongoing expenses of your current investment portfolio, they can create a Limited Liability Company within your IRA that allows for full checkbook control of your retirement funds and a nearly limitless investment selection.

Mark Strauss of Leonard Adams Company: An independent insurance agent. Mark works with financially stable and preferred independent Northwest insurance companies such as: Oregon Mutual, Liberty Northwest, Mutual of Enumclaw, Safeco Insurance and National insurance companies such as: Chubb Insurance, Fireman’s Fund Insurance, One Beacon Insurance, Philadelphia Insurance, Travelers Insurance and many more. Mark has thought about the long-term implications of the businesses, homes and vehicles he insures. He’s dedicated to taking the time to spend a little extra money to reduce my environmental footprint as much as possible both in his personal and professional life because he believes that businesses need to be progressive and add environmental and social achievements to their measures of success.

More resources for local and socially responsible financial options

This is a sampler to get you started. The River PDX strives to provide local and socially responsible resources that can help you align more aspects of your life with your values. If you’d like to know more about how investing in Portland real estate could fit into your long-term investment goals, we’d love the opportunity to explore that with you. Contact us to discuss how our real estate services could facilitate and enrich how you invest.

]]> http://theriverpdx.com/2011/11/05/locally-responsible-investing/feed/ 0 LENDERS: Important Members of your Real Estate Team http://theriverpdx.com/2011/05/14/lenders-important-members-of-your-real-estate-team/ http://theriverpdx.com/2011/05/14/lenders-important-members-of-your-real-estate-team/#comments Sat, 14 May 2011 23:54:12 +0000 David Todd http://theriverpdx.com/?p=49

Demystify the numbers with a trusted lender.

Finding and choosing an articulate, professional, and savvy lender can improve your real estate experience. The financing portion of real estate transactions can be challenging, confusing, and alienating, or it can thoughtfully presented and masterfully executed. With the following lenders, I’ve seen clients experience great success. I don’t get any kickbacks by recommending them, but I do get peace of mind that my clients are receiving accurate, up-to-date information and excellent service.

List of Recommended Lenders

  • Aaron Nawrocki of Mortgage Advocates 503-445-9525 aaron@capitalmlending.com
  • Dakota Gale of West Coast Mortgage 503-708-4932 dakota@greenmortgagenw.com
  • Anette Sieverson of Pacific Residential Mortgage Specialitsts 503-670-0525 anette.sieverson@pacresmortgage.com
  • James Komro of Rose City Mortgage Specialists 503-680-4784 james@rosecitymtg.com
  • Loren Pember of Riverside Mortgage Group 503-252-2401 lorenpember@comcast.net

*last updated May 2011

]]> http://theriverpdx.com/2011/05/14/lenders-important-members-of-your-real-estate-team/feed/ 0 Savvy Investors: Concordia Calls You http://theriverpdx.com/2010/02/13/savvy-investors-concordia-calls-you/ http://theriverpdx.com/2010/02/13/savvy-investors-concordia-calls-you/#comments Sat, 13 Feb 2010 23:23:50 +0000 David Todd http://theriverpdx.com/?p=176 Mid-Century Concordia Duplex, $435,000

FOR SALE: Mid-Century Concordia Duplex, $435,000

This Mid-Century duplex was completely renovated  in 2006. Head to toe, inside and out, including rebuilt garages–one for each unit. This is a wonderful place to own or rent. With immediate access to the Alberta Arts District, the Concordia commercial hub at 30th & Killingsworth, New Seasons, and the Kennedy School, the location is hard to beat. Contact David if you’d like more information about the renovations, rental income, or to schedule a tour.

]]> http://theriverpdx.com/2010/02/13/savvy-investors-concordia-calls-you/feed/ 0 FINANCIAL RESOURCES: Personal and Professional http://theriverpdx.com/2009/11/01/financial-resources-personal-and-professional/ http://theriverpdx.com/2009/11/01/financial-resources-personal-and-professional/#comments Sun, 01 Nov 2009 23:30:06 +0000 David Todd http://theriverpdx.com/?p=120 PiggybankWith any investment or business endeavor, there’s a bit of due diligence to perform prior to making a move. Whether it’s real estate, stocks, funds, or insurance that you are seeking, I  have found these sources to be helpful and insightful. The companies represented are locally owned and operated, and one is even a “B Corporation.” For a more specific, qualified referral, feel free to contact me for more information.

Brian Setzler, 503-367-5631
Brian Setzler, CPA, MBA, Business Advisor, 503-367-5631
Charles Carroll, 503-621-2039
Charles Carroll, Fee-only Financial Planner, 503-621-2039
Jared Gardner & Tony Kriz, 503-282-5626
Jared Gardner & Tony Kriz, Financial Coaching & Real Estate Financing,  503-282-5626
Mark Strauss, Insurance Broker, 503-922-4847
Mark Strauss, Portland, Oregon Insurance Agent & Broker, 503-922-4847

As a Mixed-Use Real Estate Site in Portland, Oregon, TheRiverPDX.com strives to be a holistic resource base, so I hope you find these service providers to be helpful and insightful as they have demonstrated to me and my past clients. This resource is not static, so please contact us if you have suggestions, feedback, or questions. Thank you for considering these valuable local resources.

]]> http://theriverpdx.com/2009/11/01/financial-resources-personal-and-professional/feed/ 0 TITLE and ESCROW SERVICES in Portland, Oregon http://theriverpdx.com/2009/10/27/title-and-escrow-services-in-portland-oregon/ http://theriverpdx.com/2009/10/27/title-and-escrow-services-in-portland-oregon/#comments Wed, 28 Oct 2009 00:28:11 +0000 David Todd http://theriverpdx.com/?p=117 Here are some reliable companies for escrow and title services in Portland, Oregon. For specific questions or referrals, please contact me, and I’ll help you hone in on the best local resources.

Fidelity National Title Insurance Company

First American Title Company

Pacific Northwest Title Insurance Company

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