Alex Patton
Refinance DSCR Advice
3 February 2025 | 26 replies
So when my clients work with me, I simply guide them through the process of originating their own loan (legally, in the states that allow it).
Sarp Ka
Cheapest way to make a cash offer???
22 January 2025 | 14 replies
Since my firm is an investor private client boutique, I do not share resources outside of my client base.
Felicia Nitu
SB-423 in Carlsbad: A Quick Guide for Investors and Agents
6 February 2025 | 0 replies
This info also gives agents the edge in guiding clients, setting them apart as the go-to experts in Carlsbad’s fast-moving market.If you're curious about how SB-423 can work in other parts of California, definitely check out It's Time to Invest in California, now!
Lauren Merendino
Pre retirement Strategy
1 February 2025 | 30 replies
@Lauren Merendino I know a lot of my CFO clients like to see a picture vs. just numbers.
Annie Anson
How to meet material participation hours for out of state investors
22 January 2025 | 25 replies
This post does not create a CPA-Client relationship.
Will Daugherty
Building a portfolio dashboard
4 February 2025 | 2 replies
I build a lot of similar tools for my CFO clients, so I may be interested in discussing.
Alec Jacobs
What bank account should I use for my rental property?
29 January 2025 | 4 replies
@Alec JacobsI often recommend Relay to my clients.
Aaron Bard
Easy Street Capital (Legit or No?)
1 February 2025 | 19 replies
For my clients, I like Easy Streets bridge purchase and STR DSCR programs.
Robert Brock
Wholesaling Commercial Real Estate
4 February 2025 | 9 replies
My clients buy from wholesalers all the time.
Kenneth Joseph Perfido
Creating LLC in a new state
29 January 2025 | 2 replies
Additionally, forming a new LLC may require obtaining a new EIN and business bank account.This post does not create a CPA-Client relationship.