
24 December 2024 | 24 replies
If you want to avoid partnerships, bring them as lending partners vs equity partners.This post does not create a CPA-Client relationship.

19 December 2024 | 25 replies
They already have my records from the previous year(s), I’ve been a client for 20+ years, and I provide pretty detailed reports per property.
18 December 2024 | 2 replies
The successful brokers in this space often have analysists who are researching the market for listings, prospective clients etc.

21 December 2024 | 10 replies
As a mortgage broker, I shop my clients' loan to get them the best possible loan and the least fees while helping them to reach their investment goals.

19 December 2024 | 7 replies
I had a 1031 client who sold an apartment complex in Iowa and purchased five houses with me in Austin to use as short term and long term rentals.

20 December 2024 | 3 replies
She had a client who picked up a leasehold interest in a shopping complex on land owned by the city.

20 December 2024 | 28 replies
The property management LLC's are the latest gimmick these alarmists use to drive up their revenues at their clients expense.

19 December 2024 | 50 replies
While I don’t suggest that the smaller type investor purchase and utilize “exotic” vehicles like foreign asset protection trusts, family limited partnerships with outside controls, or Byzantine or convoluted maze of ownership entities, the more simple strategies of using Series LLCs, self directed retirement plans, and paying off their home mortgage to the extent of the Federal BK homestead exemptions can insure that a plaintiff attorney never even considers going after them.

20 December 2024 | 12 replies
One friend of mine had a client who recently tried running an Airbnb in a little Craftsman duplex near North Park.

22 December 2024 | 24 replies
I give advice around this topic to clients every day and want to know if I'm missing something.