Ben Lindquist
Qualified Intermediaries - Any good or bad experiences?
17 December 2024 | 8 replies
While many of these issues are important considerations and should not be ignored or overlooked, there are other more crucial criteria that you must question and evaluate first.The critical risk criteria that you must review and evaluate prior to making your final decision on which 1031 Exchange Qualified Intermediary to retain includes, but is not limited to, the following areas:Technical capability of the 1031 Exchange Qualified IntermediaryInternal processes and audit controls to safeguard your 1031 Exchange funds and assetsUse of Qualified Trust Accounts or Qualified Escrow AccountsDecision criteria and guidelines for investment of your 1031 Exchange fundsProtection from potential errors or omissions by the Qualified Intermediary (E&O Insurance) Protection from potential theft or embezzlement of 1031 Exchange funds (Fidelity Bond) An experienced and professional 1031 Exchange Qualified Intermediary will understand these concerns and should be happy to discuss these crucial issues with you.
Jorge Borges
Has anyone worked with Tardus Wealth Strategies?
15 January 2025 | 144 replies
I've been reading about Tardus clients and even the CEO saying that the interest rate you get on your LOC doesn't matter but I believe that it does matter, only when the interest rate gets too high.I received the password protected videos I was instructed to watch after booking my consultation.
Ana Mills
Handyman can connect eletrics for Mini Split
23 December 2024 | 15 replies
Hire a licensed and insured electrician there are codes that are in place to protect people and property it is a safety risk that you should not cut corners to save a few dollars on.
Travis Boyd
Should I wait to form my LLC until after my first purchase
14 December 2024 | 6 replies
Is it for liability protection?
Samuel De Leon
Help on a Bridge loan
19 December 2024 | 4 replies
This is a diverse market and I would be more than happy to help you protect your investment by buying right.
Jake Baker
My BRRRR Horror Story! What could I have done differently?
26 December 2024 | 18 replies
And yes this is a 1 in 1000 situation but plenty of other disasters could happen and having the right insurance policy is huge to protecting down side risk.
Guillaume Vidallet
Setting up LLC in my State or out of State
17 December 2024 | 11 replies
Regardless of which state you choose, be sure to maximize your liability on your renters policy and get an umbrella - this will protect you more than any LLC will.
Lisa Ngo
Umbrella Policy for Out of State Rental Property
6 December 2024 | 11 replies
What are you trying to protect yourself from?
Henry Clark
Belize Teak Plantation
4 January 2025 | 67 replies
Few lights still to buy and switch covers to put in.
Dmitriy Fomichenko
How to supercharge your Roth IRA or Roth 401k
27 December 2024 | 18 replies
With some of my clients, I've seen discounts of 30% to 90%.Here is a real-life example: I invested in a $50K note; it was second TD but with significant equity (over $200K) protecting my investment.