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Due diligence is crucial for investors to assess opportunities and make informed decisions. Comprehensive research helps investors identify if an investment meets their objectives. Asset management involves managing and maintaining investments to achieve financial goals. A systematic approach to asset management ensures efficient management and maximum returns. Thus, investors must consider due diligence and asset management when making investment decisions to align with their goals.

As a CFA charter holder with a decade of experience investing in real estate and commodities, Omar has advised on a wide range of capital financing and M&A transactions worth over $3.7 billion. In addition, he has successfully syndicated large multi-million dollar deals across the United States and provided guidance to high net-worth advisors and entrepreneurs on their real estate portfolio allocations. Having lived in Dubai, Toronto, Calgary, and Dallas, Omar considers himself a global citizen with a unique perspective on the global investment landscape.

In this Episode, Vinki & Omar chat about⁠:⁠


Contact Omar: omar@boardwalkwealth.com

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