Additionally, I mentioned that I had sent them a small holiday gift card as a token of appreciation (which I send to all of my tenants) and wished their family a peaceful and warm holiday season.Your insights helped me craft a response that balanced kindness with maintaining boundaries, and I truly appreciate it.

If you are looking to list the portfolio, the agent could do Loopnet and the MLS.If you are looking for a private sale I have a few investors that I could shop it to, as well some private groups that I am a member of.

If you only give it as a gift, it will be considered a gift.

Shop LTV (or cLTV which is combined Loan To Value, basically your first mortgage and 2nd mortgage combined loan to value), rates, payment terms, time to close,  and draw period (how long you can go into and out of your heloc). 

We talked shop about the pros and cons of this property and this location, and passed on our thoughts back to Peter.

I pay attention to local amenities like shops, parks, and restaurants, because they make the area more appealing to tenants.

- Do you want an ocean view, or is proximity to the water or to resort amenities like fine dining or shops most important?

Pick one that is improving, homes being renovated and flipped, vacant storefronts being turned into cool coffee shops etc.Good luck.

Have you read any of the books here in the BP shop yet - I'd definitely recommend the BRRRR book among others. 

It’s an incredible gift to real estate investors.