I'm not sure of what the rules are regarding agent-client confidentiality but without naming any names or addresses, for example:SFH#1 or Duplex #1, if this is Class A, B, or C area, purchase price, down payment, loan terms, monthly payment PITI, gross rent, property management fees, other repair or cap ex costs your client went through and the net rental income for this investorIf this isn't an LTR but an MTR or STR, now we're adding utilities, WiFi, furnishing the place, higher PM fees.

Title report, confirm utilities and zoning etc. 

Poor rental payment history is a common cause for non renewal. 

There are definitely faster ways to grow your portfolio fully utilizing debt.

Here is a fresh example, and it actually came from another tax firm (not mine) specializing in real estate.Let me briefly tell you why I crossed out their pitch:Strategy 1: depends on your 2025 projected net income vs your 2024 net income, among many other factorsStrategy 2: can backfire amidst the uncertainty of future tax rules regarding bonus depreciation, and also ignores alternativesStrategy 3: no rush to do it before December 31stIf you decide to continue reading, I will give you a high-level overview of the most common EOY tax strategies, obviously without an actual discussion of each one.

Make sure utilities are available, and that you have tap fees included in your estimate, as well as engineering (site plan), architectural plan, and other bits you might need to consider for your market (landscaping and costs of sale, for example).

Utilities weren’t quite there yet, and Jeff almost walked away.

It's super frustrating when you work with investors every day, and the common refrain is I want to buy a passive turnkey property, but it must cash flow.

Deductible expenses include a proportional share of mortgage interest, property taxes, insurance, utilities, and repairs.

I work with tons of investors, both local and out of state and 1 very common problem I see that is holding new investors back from getting a deal is 1 simple thing... getting stuck on the list price.