But I’ve never personally invested in real estate using business credit more traditional for my first property, so I’m always curious when clients say they want to use this funding for a real estate deal.Here’s where I get stuck:Real estate deals can be risky, especially if the project takes longer than 12 months to close or unexpected costs pop up.With prices climbing, it feels like the margin for error is smaller than ever.Would you recommend someone use business credit to invest in real estate?

Start small with a single property to learn the process and scale as you gain experience.This post does not create a CPA-Client relationship.

@Jake AndronicoI’ve looked into them but have never executed one.Let me say they will be expensive and complicated.I think what you will find if one is trying to defer $50,000 to $100,000 in gain, it’s not going to be worth the time and trouble.On the other hand, if client is trying to defer gain of $500,000 to $1,000,000, it’s worth the time and trouble.I use First American Exchange for my own account a dozen times and they have been right on the money.Google them and reach out.Arn

Lilia’s breakdown of what to consider before investing is something I wish I’d read when I started.To add some color, I had a client a few years ago who purchased a duplex in Austin with a plan to hold for 12+ years.

I have a question maybe someone can guide me to the right source,I have a client who's house I am buying, she is currently in foreclosure and refuses to rent.

Based upon the cost seg studies of my clients, a building will typically yield 25-30% of the total cost that can be segregated into personal property and land improvements.

Quote from @Clint Miller: How are you supporting your clients during this festive season?

I have a client that is looking to buy an island in Belize for a resort going to check that out myself. 

Many of my clients are selling properties that require more active management (like multifamily, SFR portfolios, etc.). 

We had the opportunity 5 years ago to purchase from a client.