Dear all,I'd like to share a creative finance strategy that I have used to scale to $10.5M of client capital under management and $21M of assets on the books.

We know of several wholesalers that will place liens on properties without telling their clients.

I recommend using local banks.I have two clients in TX that are builders.

As a client, I need to trust a service that I don't have much knowledge about.

I will post the before and after pictures, hopefully it can help anyone starting this journey, we are new investing out of state but NOT new to handlining construction project out of state for clients, looking forward to the challenge!!!!

To maximize tax benefits, consider making investments that benefit from depreciation outside the Roth IRA.This post does not create a CPA-Client relationship.

My preferred lender for all of my clients is a broker and everyone likes having more flexibility with him.

I had a client right after Hurricane Michael who initially got offered half of what his damage actually was worth, but a skilled adjuster managed to get him a much more reasonable payout.Keep a Backup of All Your Documents:Store both digital and physical copies of everything-your insurance policy, receipts, photos, and videos.

*This post does not create an attorney-client or CPA-Client relationship.

There's a course on Udemy now that covers more than foundation but goes through the process of how to get leads, convert them to clients, and how to get the unclaimed funds - showing you how to start your own overage business.