I tell my clients to determine how much they have in personal assets - if they have more than $500K in personal assets, I always recommend an additional $1M umbrella. 

We've successfully delivered over 550 investment properties to over 180 clients worldwide following this process, and:Over 90% of clients have invested with us repeatedly, showing they are happy with their investments.Our average tenant stays over five years.2008 crash - Zero decline in rent and zero vacancies.COVID - Almost no impactEviction moratorium - Almost no impactFrom 2013 through 2023, the annual appreciation and rent growth rates were over 10% and 8%, respectively.Jonathan, I hope this helps.

She helped several other clients out of a similar situation in Baltimore. 

They usually sell for a really attractive price because investment property financing is (obviously) difficult, somewhat limiting the buyer pool to owner-operator small business owners (who in turn are typically great clients, as well).  

If there is an existing lender not agreeing in writing to accept payments from the LPO buyer, then you are in violation of the statute -- and it is a very toothy statute -- vs the seller/landlord side only thoughWe are getting ready to get one in place because the seller is demanding it and my client is the protected buyer.Yes -- you must vet your sub to buyers -- some should not be anywhere near a wrap transaction.Stay safe out thereAlan

My clients generally pay 6%-8% of the loan amount if they're working with an HML or PML.

I'm not a typical Realtor perse looking for clients so I don't need the trust factor that may go with the REALTOR symbol in my marketing or anything.

Hi Chris, as I understand it AHP servicing is planning to service third-party clients as well as their own loans

I’m sure this will get their attention.I had to do this same thing with a client that had not heard from the short term PM in months

Cost segregation is best for long-term holds and should be carefully planned with a CPA to align with your broader tax strategy.This post does not create a CPA-Client relationship.