All Forum Posts by: Jake DeBoer

The main difference between free and premium is that premium saves all your data and also provides tax analytics. It's well worth the price in my opinion.

If you have specific product questions their support rocks and I'd recommend their Discord community.

@Jeff Nash Interesting. It does look like Right Capital is a lot more expensive, so I would hope it has more capabilities for financial professionals.

I'm not an advisor or CPA, I just use the premium version for my personal financial planning and it has been great.

@Byron Valles Interesting. I've been curious how it compares to other 'pro' tools, I'm not an advisor just a personal finance nerd. Also, I'm not sure if you're on the ProjectionLab Discord, but there's often customers looking for advisors using ProjectionLab to review their plan.

Nice. Yeah, I've been using it a ton since my original post, highly recommend!

@Clare Yuritch /  @Byron Valles are you using it for personal use or with clients as advisors?

Has anyone tried ProjectionLab? I saw it shared in one of the FI sub Reddits a few weeks ago, and I've been using it ever since. Gotta admit, I'm pretty impressed.

It's not specifically for real estate investing or anything, but it does have some features that let you model rentals as part of your broader financial plan. I've always used a mix of tools to track my net worth and spending. However, when it came to modeling different financial scenarios, spreadsheets were my goto. It's been nice to build different plans and seeing how/when the addition of more rental properties plays out in reaching my financial goals.

Just wanted to share, thought others here might enjoy it too!

Thanks for the reminder, we have an OA that i'll review.

I'm looking for recommendations on how to value a REI business, specifically how to price a buy-in for an additional partner. Long story short, several years ago there were four of us looking to partner on an opportunity but one partner had to back out. The three remaining partners moved forward with opportunity and invested equal capital (1/3rd each). Since then we've purchased additional properties, made improvements and seen significant appreciation. Now the original forth partner is interested in buying in and becoming equal (or potentially smaller %) partner and I'm struggling on the best way to value that buy in price. Any recommendations?

LLC is named insured on all my policies -- I have policies with Foremost and, just recently, Obie Insurance, no issues.

I just used Obie (obierisk.com) for my latest rental, they're licensed in all 50 states and offer instant quotes online. The online quote was fine, but I still ended up speaking with someone to customize further. Otherwise, my other rentals are with Foremost Insurance, though I'll likely be moving more properties over to Obie.

If you haven't had your account migrated, you can simply ask Cozy to not migrate the account and ride the Cozy train till the end. Spend your time researching a replacement instead of dealing with Apartments/migration headaches.