Start small with manageable deals, educate yourself continuously, and build a strong network and team to support your growth.

I've got a CFO client in Kansas City that has a 40+ unit SFR portfolio and is now targeting 5+ MFs.

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.

Whether it be a fix-and-flip loan or a 30-year fixed DSCR loan, nearly all of the clients that I work with will opt for closing in the name of an LLC.As you may know, closing in the name of an LLC prevents the loan from reporting on your personal credit as a tradeline (unless you default on the loan).

A JWB client purchased this home on 8/30/2024.

Quote from @Gregory Schwartz: A local agent recently got sued for calling an old client who was on the Do Not Call list.

We also have VA's as part of human in the loop support team to follow-up with homeowners and investors.  

A link to FilePlace is at the bottom of every page, making it easy to find.If you have technical issues, email support@biggerpockets.com, and someone will help you.

I have a client that lives in Hawaii but owns a property in DC area.

In Texas, there’s no state income tax on rental income, but LLCs have formation and annual fees.This post does not create a CPA-Client relationship.