Just curious, do you charge an upfront fee for an initial client consultation? 

Hi @Adam HoekerI have my clients all on QuickBooks Online.We sync in their accounts to reduce human error in entries, and track each property's expenses and transactions to prepare for Tax time, this helps us to be prepared for 1099s as well, track Asset Basis and Depreciation, Mortgage Balances, and any Equity items.Since QBO is very common, it is easy to connect a Tax Accountant to this as well and have them pop in to grab reports they need to file. 

Yes, I own rentals in my retirement account and also hundreds of my clients.

I am very proud of over 4 dozen of my clients who I have helped, and they have been very happy and satisfied with my services. 

Now I'm helping my out-of-state clients do the same - purchase flip, BRRRR, and buy and hold deals for cash flow, hit the 1% rule, have tons of appreciation.

I have several commercial transactions pending and as recently as this week clients are obtaining much improved terms:- 25% down on a 20+ unit apartment complex at 5.5% Down 25 year amortization. - 25% down on a 20k SF Warehouse at 6% 25 year amortization. - 30% down on 200+ storage unit complex Earlier this summer those rates were approaching 7.5-8%We anticipate a very active fourth quarter. 

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

I had a client buy an REO property and there was a water leak.

The difference between the 2 is a liability costs you money each month vs an asset makes you money each month.2nd Point, As a realtory, you goal should be to be a listing agent, I don't think you have a had the chance to host an open house and try to attract clients as a realtor, you should at least try it a couple times, but at the end of the day hosting an open house to find clients is not the tool it used to be. 

@Marija Petrovic My office refers our clients to @Cameron Moore with ProCo Insurance.