@Taylor Smith If you’re looking to become an investor Brandon Turner has a list of 21 excellent books for investors on his Better Life Podcast from last Friday night.

Adding Value to Your WarehouseTenant Quality & Lease Structure: If your current lease is below market or lacks favorable terms (like annual rent bumps, triple-net structure, or long-term commitments), renegotiating could boost value.Energy Efficiency Upgrades: LED lighting, insulation, and solar panels can make the property more appealing and cut operational costs.Loading & Access Improvements: If feasible, adding dock doors, better truck access, or high-clearance storage can make your space more attractive.Flex Space Conversion: Depending on demand, creating a small office buildout within the warehouse can appeal to tenants needing mixed-use space.Diversification ConsiderationWith 70% of your income tied to this one property, diversification could make sense, but if it’s truly hands-off and cash flowing well, you may not need to rush a sale.

@Kevin Duke Since Subject A’s $6M net worth is below the federal estate tax exemption ($13.61M in 2024) and Florida has no estate or inheritance tax, Subject B can inherit the property tax-free with a step-up in basis to the fair market value at the time of death, eliminating capital gains tax if sold immediately.To avoid probate, Subject A can use a Lady Bird Deed (Enhanced Life Estate Deed) or a Transfer on Death (TOD) Deed, which allows automatic transfer to Subject B while retaining full control during their lifetime.

This way they can take advantage of programs they have access to but have little knowledge of (for the largest purchase of their life). 

This is a very fluid exercise and SHOULD be done frequently so that you know you’re making progress and can shift your goals as life develops.

I understand that nothing in life is free.

I'm not a property casualty agent (was a long time ago - now just life/health).

I understand that nothing in life is free.

I’m based in Denver, CO, and I’d classify myself as a serial entrepreneur with a deep-rooted passion for real estate.Real estate has been a part of my life since childhood—both of my parents dabbled in it part-time, so I was always surrounded by it.

Financial freedom goes beyond simply replacing your current income—it's about sustaining your lifestyle for life.