
15 October 2024 | 2 replies
I actually had a client who managed something similar.
14 October 2024 | 7 replies
I'd be happy to discuss further, but I have numerous clients that have positive cash flow & fantastic appreciation.

15 October 2024 | 16 replies
Client reviews/referrals are important!

17 October 2024 | 9 replies
I've done multiple deals for that amount or less, and I actively have clients working in that range right now too.In short, you get one primary residence.

14 October 2024 | 3 replies
Hey, that's a great question and definitely a smart one to ask when you're diving into the details of STR (short-term rental) investments.Let me break this down from both a tax and practical standpoint based on what I’ve seen with clients in similar situations.

16 October 2024 | 6 replies
Double-check local regulations, but you’re likely fine without one.This post does not create a CPA-Client relationship.

14 October 2024 | 5 replies
I don't want to be a needy, unreasonable client but I would like to work with someone who I feel like is in my corner and trying to help me move forward.

14 October 2024 | 4 replies
So, there's that, but I'm the type that likes to be prepared and would rather have a client list to present deals to and haven't had much time to build it.

13 October 2024 | 0 replies
And I get great feedback from them (my clients), but wanted to ask some non-clients what kind of things they're looking for in an agent helping them invest from as far as across the coast or even the ocean sometimes?

13 October 2024 | 2 replies
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.