Even if they charge you a few hundred or $1-$2K for a initial financial plan. 4) On a $5.5M portfolio, something like this would be very appealing to me personally, as a thought starter: - $1.25M home, car, and "toys", paid off- 250K in cash- $2M in stocks- $2M in paid off or lightly levered real estateThis is just me, and I'd personally view the name of the game as wealth preservation and maximizing enjoyment of life with this level of wealth, all liquid, all at once.

Enjoy! 

I'm particularly passionate about connecting with investors.Outside of real estate, I enjoy outdoor activities and entertainment.Excited to learn and connect with you all!

I sincerely enjoy giving property management and real estate information.

We just released our largest update ever and I hope you're enjoying the new design, faster navigation, and added functionality. 

Loan should be CTC within a week of contract and investors enjoying the property and filing their STR permit application for Summer..Rate on a 30 year fixed was in the high 6%'s...big job's report tomorrow that could accelerate rate cuts..stay tuned! 

Thanks Bruce and I enjoy reading your comments on BP 🙏

I enjoy music, art and am an avid dancer.

I am a seasoned real estate attorney and enjoy not only practicing law but teaching about real estate law.

We manage 100 rentals, mostly STR.Two options to consider. 1) With that low interest rate, it opens up possibilities to net a larger sales price with creative finance strategies like “Wrap” or “Subto.”2) You could sell and reinvest that $200k net into something that yields a stronger rental return, while enjoying the same appreciation over the next 10-20 years for the family legacy.