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25 January 2025 | 12 replies
@Jonathan Blanco, I'm and investor and a licensed mortgage broker so I've been on both sides of this conversation.I would look for a lender that (1) listens to you and understands your strategy and needs (hint: it's not always money), (2) has experience working with clients executing your strategy and brings more to the table than just cash - be it advice, relationships, deal-team partners, etc., (3) gives you viable options and explains the pros and cons of each option and (4) you enjoy interacting with - this should be a relationship, not a transaction.Once you find a few lenders like this (and you should have relationships with more than one), then you can start comparing rates and fees.
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30 January 2025 | 34 replies
I remember years ago our attorney reviewing one such issue for a client that was coming over to us.
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24 January 2025 | 2 replies
We have had some clients do this.
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29 January 2025 | 9 replies
I personally like the buy-and-hold strategy and we help clients who share this long-term, wealth building mindset.
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10 February 2025 | 12 replies
I have several CFO clients that do similar heavy rehab projects in the Midwest (albeit with a lower purchase price), so you can definitely make the numbers work.
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22 January 2025 | 14 replies
Since my firm is an investor private client boutique, I do not share resources outside of my client base.
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29 January 2025 | 8 replies
See theolivejar(dot)co for her website.She is an LA-based STR designer who has helped a lot of clients get to the level they need to.
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17 January 2025 | 1 reply
If I read the story correctly, your client did not report rental income.
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22 January 2025 | 25 replies
This post does not create a CPA-Client relationship.
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9 February 2025 | 8 replies
I'll be happy to refer your partner whenever there's a client ready to start a project.