Tax StrategyWhile liquidating the brokerage account may trigger capital gains taxes, strategies like staggered withdrawals or tax-loss harvesting can help minimize the impact.

Using a combination of tools might work best depending on the level of detail you want to track.Hope this helps!

RentRedi’s syndication marketing helped us secure a great tenant in under four days, including employment and landlord verification, as well as criminal, credit, banking, and eviction history checks.

These borrowers typically don't need our help brokering bank & credit union loans, unless they don't have the time / energy / desire to do it themselves (or again - are required to use a broker by Freddie Mac, Fannie Mae, a correspondent life company, debt fund, or specific bank / credit union). 

Networking in these groups will help you build connections and possibly uncover off-market deals.

Inspection reports and appraisals are helpful but aren't a cure-all.

Happy to meet for lunch sometime and talk about how we can help each other!

BiggerPockets is full of resources designed to help you along your journey, whether you are just getting started or a seasoned investor.

I specialize in investment properties, high-end homes, and commercial real estate, and I run Updegraff Group Realty, a full-service brokerage that helps investors not only find and fund deals but also manage construction, optimize returns, and scale their portfolios.Financing Your First Deal Without Using Your Own MoneyIt’s a common question, and the truth is—it’s very doable, but it requires strategy and relationships.

And of course, getting financing squared away is key so you know your price range, which will help narrow down locations and strategies.