Jeff Anderson
Are SDIRA proceeds tax-free when I am already in retirement?
5 April 2024 | 5 replies
This will enable you to bypass the custodian and have "checkbook" control over your IRA account.
Jacopo Iasiello
🇺🇸❤️🇮🇹 How Artificial Intelligence is Transforming Recruiting in the Real Estate
4 April 2024 | 2 replies
By analyzing metrics like sales figures and listing effectiveness ratings AI driven tools such as Relitixs "switch risk rating" and "rookie potential rating" enable recruiters to prioritize their actions and uncover agents with potential.Furthermore AI is constantly evolving, with machine learning algorithms adjusting to market shifts and refining grading systems, for accuracy and relevance.
Lee Singleton
DSTs vs 1031 for Deferring Capital Gains
5 April 2024 | 6 replies
Diversification: By pooling funds with other investors, DSTs enable investors to access a diversified portfolio of institutional-grade properties across various asset classes and geographic locations.
Amy Healy
Leveraging investment property equity in a Single Family Home
4 April 2024 | 10 replies
Using this approach enables our clients to get a positive cash flow.
Reggie Nworie
Dutch, Non-Dutch, or No Monthly Payments: Which repayment option is best?
2 April 2024 | 1 reply
If you do not have to make a payment each month, that alleviates the consistent outflow of cash and enables the borrower to focus on the renovations and completing the project as efficiently as possible.
Jaydon Vandersloot
First time House hacking
2 April 2024 | 4 replies
@Jaydon VanderslootIt is a smart move to get prequalified from many lenders as it enables you to evaluate your loan alternatives and choose the most suitable financing plan.
Sanjeev Advani
Navigating the Real Estate Market: A Guide to Long-term Investment Success
1 April 2024 | 0 replies
With insights from Sanjeev Advani, investors are better equipped to make informed decisions that pave the way for financial growth and stability.By engaging with these expert insights, readers can gain a deeper understanding of the real estate market, enabling them to make decisions that align with their investment goals and risk tolerance.
Kingston Yi
What's the difference between a HELOC and a Cash Out Refinance?
1 April 2024 | 7 replies
A HELOC is like a credit card with a variable interest rate, enabling flexible borrowing as needed, with interest payments on the utilized amount.
Clarence Jones
How Should I Start my Journey?
31 March 2024 | 14 replies
First-time investors often employ the approach of "house hacking," which enables them to create rental revenue while offsetting housing expenditures.Investing in real estate with a percentage of your salary and participating in employer-sponsored retirement plans are two ways to save prudently while working.
Cody Z.
Fellow CPAs: What automation-related advisory services do your clients need most?
29 March 2024 | 0 replies
I wanted to get some feedback from folks who are actively serving clients and see potential areas where their clients have unmet needs.Business intelligence solutions: Data visualization and storytelling to help clients make data-driven decisionsScalable finance and accounting workflow automation: Using ETL tools to streamline processes and reduce manual workOverall workflow solutions: Automating routine and manual tasks to increase efficiencyProcess-level written documentation and standard operating procedures: Ensuring consistency and clarity in business processesDynamic Excel workflows: Enabling users to model data effectively and efficiently at scale"From my experience, if folks have at least a sizable number of properties (25+), they could likely benefit from these areas to increase efficiency, reduce costs, and ultimately improve ROI.I'm eager to hear your thoughts and insights on the automation-related needs you see among your clients.