I want to give my clients the best value and service and I can't think of a better group to get insight from.

My goal for 2025 is to ask for feedback from clients to improve our onboarding process.

In Florida most of our compliments are of the outdoor amenities (pool, heated pool, spa) etc.We have a discount on Helix mattresses we extend to our clients and have been getting quite a few compliments on the mattresses. 

Choose a HELOC if the property is appreciating and cash flow remains strong, or a 1031 if you want to diversify or upgrade assets.This post does not create a CPA-Client relationship.

This will likely be the smallest aspect of the company but seems like a sensible value add to the other aspects of the company, since we will have a storage unit with furniture/furnishings ready to go-Photographing properties for FSBO listings, or for clients we get for the furnishing/management side of the biz.

Your first step should be building a strong team: an investor friendly agent, lender, contractor, and property manager are key.

If you work with real estate investors, it's nice to be relatable to your clients as well. 

I have an example, there is a client that I work with and he had never flipped before.

The 4 guests smoked marijuana in the house (strong smell), broke a window blind and a picture, put a hole in the bathroom wall, chipped an end table and worst of all vomited on the couch and front porch.

Start small, build a strong network, and conduct thorough market research to align with your investment strategy.