My goal for 2025 is to ask for feedback from clients to improve our onboarding process.

Being the number one client for your commercial broker makes a world of difference.

I lived in LA for a decade and we have many friends, family, clients and community members suffering and send our sincerest condolences to all of those experiencing and affected this tragedy. 

Most of my clients are at 20% with only few exceptions for very high grossing properties and clients with multiple properties with me.

I have a cash flow analysis spreadsheet that I like to use when looking at deals for my investor clients to make sure the numbers work.

Have a client that does sober living homes here in B/CS.

One of the things we do and recommend to our clients is to purchase a home owners warranty to cover all of the mechanical, electrical and plumbing compenents.

My client recently purchased a 3/2 single family house for $160k that was near turnkey and already rented at $1900/month and in a very desirable residential neighborhood!

Selling the rentals via installment sales could also spread out tax liability.This post does not create a CPA-Client relationship.

We invest in 38109 on a limited basis when a client requests properties in the area, but further north and east.