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21 January 2025 | 31 replies
I had been a tax client of Anderson in prior years, but never signed up for any of their client programs.
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19 February 2025 | 4 replies
His client-focused approach and his commitment to building long-term relationships with investors growing a portfolio piqued my interest and made me really excited about the business.I was matched with one of their investment strategists in May.
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19 February 2025 | 9 replies
Proceed with caution and make sure you create enough room for value loss.My client recently had this issue and I told him only way to take this is if seller repairs it and lowers price significantly for value loss.
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10 February 2025 | 29 replies
More likely, he is hoping to use the extra time to collect more rents and thus more fees to generate the funds to pay his owner clients:(
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4 February 2025 | 31 replies
Hi Alejandro, I just had a new client (investor) from Toronto drive the short 8 hour drive to Indianapolis this weekend to do some research of the area with me.
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22 February 2025 | 2 replies
We have assisted clients that hold property individually or in an entity and they transfer to another entity and have never had a lender call the note due.
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21 February 2025 | 3 replies
Southbridge and Webster are cheaper as well.There will be obvious trade-offs in terms of location / amenities and price but i have seen good traction in all of the aforementioned locations.I'm looking for househacks for clients around central Mass and while they're not impossible to find by any means units in Worcester are typically trading at $225-250.
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21 February 2025 | 4 replies
I have a lot of personal experience with BRRRR—both from building my own rental portfolio here in Memphis, TN and from helping both local and out-of-state investors successfully scale their portfolios using this strategy.One of the biggest advantages I’ve been able to offer my clients is structuring deals with hard money lenders in a way that allows them to acquire properties with less than $10,000 out of pocket in most cases which results them in massive cash on cash returns!
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21 February 2025 | 4 replies
A revocable living trust is another option for privacy and asset protection.Avoid gifting the property before death, as this would pass the original purchase price as the cost basis, creating a large capital gains tax liability upon sale.If the property is Subject A’s homestead, ensure the correct titling to maintain Florida’s homestead protection for Subject B.This post does not create a CPA-Client relationship.
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15 February 2025 | 15 replies
@Tyler Garza With my CFO clients, I generally use 8% vacancy and 25%-35% operating expenses depending on if they are self-managing or using a PMC.