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. 

Thanks for all the helpful info.

Hope that helps! 

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

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). 

Hello all - Long story but any help would be much appreciated.• I purchased a small 1B/1Ba condominium in a high rise building in 2004 for personal use.• In 2010, I moved out and decided to put in in service as a rental unit.• I was able to keep it well occupied and leased throughout 2024.• I sold the condo unit in late 2024 for a nominal profit.That brings us to today. 

Here are a few strategies I recommend for scaling your portfolio:Leverage What You Have:Consider using the equity in your duplex to help fund your next property.

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

Could help you save some serious $$ if buying and selling there and can also get you access to their MLS systems.

The property tax savings are going to be in the ball park of 40-60%, but to be safe you should double your expected repairs budget when calculating the NOI.If you have any other questions, or want a more in-depth response, I would love to help!