Upon BP member recommendations, my husband got his real estate license which now helps increase our access and decrease our transaction costs.

If you ever need help, I’m happy to assist!

Hope this helps.

•Get advice from a tax professional or CPA – If the IRS considers this a related-party transaction, they can help you navigate the rules to stay compliant.

I help family offices with industrial acquisitions and investment portfolio management.

Quote from @Brendan Jones: I am very new to learning about real estate and am looking for advice on my first home and how I can best use it to help offset my mortgage and generate cash flow.

The clients we work with who have found success letting us help them find highest and best use of properties, then we manage them for a year, and then pull out 60-70% of their money, and do it again - rather than waiting several years for a home run hit. 

One powerful tool that can help investors secure better loan terms is asset utilization—especially when the DSCR (Debt-Service Coverage Ratio) is under 1.🔹 How It Works:If your rental income falls short of covering your mortgage (PITI), you can use liquid assets to supplement your income.

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

However, I would encourage you to Network work local real estate clubs in the PA/NJ area to help identify your target market and ideal investment for your first property.