I recognize that the CoC return is not as high as we'd like, but it does come with some built in equity (~$100,000)Details:- 3/2 Single family house (1487 sq ft) with a 1/1 ADU out back- Zipcode 78745- Purchase price: $469,900- Down payment: $50,000 plus CC (includes assignment fee)- Seller Finance $419,900 at 3.5% interest; 30 year amortization with a 15 year balloon- PITI $2744.02- Rental comps: $2667 for the 3/2; $1505 for the 1/1 - LTR according to BP (Total $4172)- Repairs needed - minimal, coat of paint and maybe swapping a window unit A/C for a mini split

*This post does not create a CPA-Client relationship.

How to Vet: Look for CPAs with STR expertise and cost seg firms certified by reputable bodies like BP, with positive reviews and case studies.Start with a CPA to build a strong tax strategy for your STR.This post does not create a CPA-Client relationship.

I had a client come to me just yesterday to manage their property that I had to have a real heart to heart with.I asked them what their primary goal was (cash flow was their answer) and what the projections were that they used to make their purchase decision. 

I always let my clients know to do their homework and search online and interview different PM companies.

We review their deals for our portfolio first and share the rest with clients on a case-by-case basis. 

For example, I have a client who partnered his Roth IRA with only $13,000 with another investor on a $105,000 fix-and-flip.

If you consistently analyze properties, recognizing a good deal will be much easier when it shows up.

Brokerages just give you overview training, but they don't give you real-life experience and client opportunities.

With a strong background in both real estate and lending, I work with a range of clients—investors, builders, and developers—to help them achieve their investment goals.