I remember working with a client a couple of years ago who wanted to do a 1031 exchange into Phoenix multifamily.. they had some numbers in mind, but no framework beyond “I want more doors.”

My friend had a client who nearly missed a crucial clause that let the syndicator raise additional capital from new investors, which would have watered down existing shares in a pinch.But it all comes down to how hands-on or hands-off you want to be.

Through a client and a lot of research and connections through my Personal Training Industry How did you finance this deal?

We pride ourselves on managing our client properties as if they were our own because that is how our company was founded.

In tight inventory markets like Boston, I encourage clients to clearly define their purchasing criteria, start looking, and then be patient.Some of the best deals I have seen or experienced personally happened during unusual circumstances.

This is what we do for our clients between each guest.

I've been down this road with a couple of investor clients before.

With some of my clients, I've seen discounts of 30% to 90%.Here is a real-life example: I invested in a $50K note; it was second TD but with significant equity (over $200K) protecting my investment. 

well you have your own answer there are no lenders for entitlements  there are JV partners like me for entitlements but its not at traditional lending rates of course as its all risk capital.WI funded 3 entitlement deals in 2024 in Loudan  county VA to the tune of 7 figures in cash. since my client does not own it its unsecured ..

Success depends on finding properties in less restrictive areas with strong year-round demand and aligning your strategy with local rules.This post does not create a CPA-Client relationship.