Be mindful of recapture tax when selling but consider long-term strategies like a 1031 exchange.This post does not create a CPA-Client relationship.

I suggest that you make it a point of finding a good lender, not just someone who can do the job of helping your clients buy their home but someone who is willing to teach you.

I build a lot of similar tools for my CFO clients, so I may be interested in discussing.

Instead, consider a HELOC or home equity loan to fund repairs, as the interest may be deductible if used for home improvements.This post does not create a CPA-Client relationship.

Here’s how to find a broker you can trust:Ask for Referrals: Reach out to fellow investors or real estate agents for recommendations.Check Credentials: Look for brokers who are licensed and members of professional organizations, such as the National Association of Mortgage Brokers (NAMB).Review Their Track Record: Ask about their experience with real estate investment loans and request client testimonials.Interview Multiple Brokers: Prepare questions about their lender network, fees, and typical loan turnaround times.Evaluate Their Communication: Choose someone who listens to your needs and provides clear, honest advice.4.

Day 3: "Did you know our bulk pricing saves clients an average of [X%]?

Consult a CPA or estate attorney to ensure compliance.This post does not create a CPA-Client relationship.

How do y'all find your clients in need of this type of funding?

Hi, @Celine BessonI work exclusively to help my out of state investor clients find great deals in the Memphis real estate market. 

We have taken over several buildings in Berwyn from clients who have moved out a few years back, and that I get.