It’s clear that your background in finance and hands-on experience with property management gives you a unique edge in helping clients navigate the real estate world.

I had a client in the mountains outside of Colorado Springs buy a star-gazing dome for his vacation rental. 

I have a spreadsheet I created for clients.

It also just seems you are discrediting listing agents without knowing the full extent of what services they are providing to their clients.  

Whether its identifying high-potential properties for fix-and-flip projects, guiding clients through the process of house hacking for optimal cash flow, or assisting with the acquisition and management of profitable short-term rental properties, I bring a thorough, data-driven approach to every deal.I am passionate about creating long-term value for my clients, and I am always looking to connect with like-minded professionals to share insights, collaborate, and discuss investment opportunities.Looking forward to connecting and learning from this incredible community!

I’m always curious to hear from others in the community, especially those who’ve worked with investors or built up their own network of clients.

It is balance sheet heavy but for some reason, most investors in BP are just focused on P&L and they stick with these free accounting platform that doesn't even utilize the Balance Sheet.A lot of the time when I clean up client's books, it's mainly in the balance sheet that needs to be fixed up.

I am happy to help teach exactly what I want agents to find for investors and then refer their clients to me for management.

Hey @Kristie Nguyen, our bookkeeping firm specializes in serving REIs. 100% of our Clients are REIs.

For context, I have a client looking to cash out refi on property that he just purchased subject to.