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A GenZ Inheritance Investment Plan of €550.000

When Alberto (fictional name to protect his privacy) contacted me he presented an unusual situation for 20 year old student. He had just inherited 550.000 euro, a large amount of money for a young student, after a tedious legal procedure. He had a clear vision: saving his money and avoid losing the amount due to inflation, or bad management. 

He figured out that Real Estate could have been the best option. 

I offered him guidance into the real estate investment basics, and shared some off-plan properties to evaluate together. 

Alberto was undecided between two different options and with the help of a tailored analysis, he was able to identify the best option and the most accurate value for his offer. 

He finalized his offer and has put his property in the rental market, securing a rental income with an optimized fiscal strategy. 

 

Mirta and her first home in Monza- Milan avoiding a huge risk