Say, I have a potential client that has asked me to value a 7 unit apartment building.

I am a co-host in Dallas and Waco, TX and I have an idea of what types of owners and properties I want in my co-host portfolio----and with each client/property I learn which qualities are working for my business setup or what qualities I need to be working on to upskill.

So I would like to get these things hashed out well beforehand as something to present to potential clients and have procedures for my company.

I have clients that work all kinds of stratagies and programs.

In Dayton, I find most of my clients like A/B class 1-4 units because they can actually cash flow AND be in great areas.

Many of our borrowers/clients have one LLC that owns the building and another than own the operating business.

Consult a tax professional to optimize deductions and explore strategies like Real Estate Professional Status or short-term rental loopholes to apply depreciation to non-passive income.This post does not create a CPA-Client relationship.

I also thought to myself: what if your trying to be all fancy with it and try it with a new client and can’t get it to work?

Hello All, I have a client asking if they could buy a portfolio of 5 properties (at a "packaged deal" rate) and sell off two of them to recoup some of the initial down money needed to buy them. 

This allows entry without a key, and allows me to change the lock as needed if I don't want someone in there.As an agent, I provide contacts to my clients who will do these things, and occasionally I will do favors for past clients who need someone to open the door or quickly supervise an appointment; of course not all agents will do this or for free.