If real estate is involved, separating it into its own LLC before the sale can simplify the process and make it easier to leverage a 1031 exchange.This post does not create a CPA-Client relationship.

And I provide solid returns for my private lenders in the process.

It showed me the significance of developing systems and processes that propelled my different ventures.Another book that struck a chord is Can't Hurt Meby David Goggins.

We are starting the process of analyzing deals, making a plan and executing on it. 

- Are there other lenders you’d recommend for refinancing rental properties that might have a smoother process or better terms?

They provided registered address and limited mail forwarding for free and the process was fast and efficient.

While I would like to add an ADU  I do not have the time for the permitting process.

You are also able to send client disbursements directly through the platform with their Forte transaction processing partnership.

Know the lingo and the processes.2.

The process protects both their system and users against fraud and aligns with banking regulations, especially given the financial data involved in property management.