Gregory Schwartz
How do you protect yourself from TCPA violations and Do Not Call List lawsuits
15 January 2025 | 5 replies
Quote from @Gregory Schwartz: A local agent recently got sued for calling an old client who was on the Do Not Call list.
Will Cruz
HELOC for investment property
14 January 2025 | 2 replies
I have a client that lives in Hawaii but owns a property in DC area.
Jerry Zigounakis
LLC or sCorp for investment properties
21 January 2025 | 7 replies
., managing bookings or tenant interactions), which could subject it to self-employment tax.This post does not create a CPA-Client relationship.
Susan K.
Q on deferred salary to a Solo 401K
30 January 2025 | 6 replies
Balancing salary, distributions, and employer contributions can optimize tax efficiency while keeping you compliant.This post does not create a CPA-Client relationship.
Aaron Ram
Seller Financed Deal - What am I missing?
31 January 2025 | 7 replies
Relationships are key -this off-market deal was found through a longtime realtor friend and my last seller financed deal was through a landlord/client I worked with for several years.
Mark Updegraff
The Rise of Industrial Real Estate: Why Rochester Is a Goldmine
29 January 2025 | 2 replies
Add in affordable space and a skilled workforce, and you’ve got a recipe for success.4️⃣ Learning from My ClientsI’m watching my clients crush it with their industrial investments, and it’s inspiring me to grow my own portfolio.
Arina Alexiuc
Small multi 2-4 units vs 5-20 units?
19 January 2025 | 2 replies
Regardless of how a certain asset class is doing, an investor like yourself can ALWAYS find a good deal in any type of property.Now, my general suggestion for all of my CFO clients is the gradually move up the unit spectrum/asset type as you build up your portfolio.
Ryan Strong
Oldsmar Quick Flip
22 January 2025 | 0 replies
We find off market deals through out property management clients How did you finance this deal?
Micah Cook
Going from SFH to MF commercial real estate
1 February 2025 | 5 replies
I've got a CFO client in Kansas City that has a 40+ unit SFR portfolio and is now targeting 5+ MFs.
Greg P.
Getting Started. How & What would you do with $750k? Suggestions?
30 January 2025 | 48 replies
WE put up 400k and will get 400k back as a return my client is going to make a few million.