Casi Rice
From Property Management to Real Estate - Utah
12 December 2024 | 4 replies
When you have a client that needs management, you refer them to your preferred PM for a fee.
Chad Olsen
1035 Exchange for Permanent Insurance
16 December 2024 | 4 replies
Hi Chad, @Denver McClure and I are working with a client on a 1035 scenario right now and it is an easy process.
Dan H.
Underwriting STR - Looks promising but deeper evaluation shows poor return
15 December 2024 | 13 replies
A lot of my clients buying in FL are happy with minimal return but are buying for second homes, tax benefits, etc.I would stick with value add - with refi you can still achieve high CoC and a good equity position.
Randy Buff
New 2/1 X 2 duplex for my portfolio
12 December 2024 | 1 reply
Off-market from past client.
Otis Clayton
What is the best way to partner with someione to buy real estate?
24 December 2024 | 24 replies
If you want to avoid partnerships, bring them as lending partners vs equity partners.This post does not create a CPA-Client relationship.
Guillaume Vidallet
Setting up LLC in my State or out of State
17 December 2024 | 11 replies
This post does not create a CPA-Client relationship.
Bob Asad
Can You Mail or Call Owners Directly to Buy Property?
16 December 2024 | 3 replies
They also have a fiduciary responsibility to their client, in this case the seller.
Javier Molina
Mildly complex structuring for multiple properties. (LLC, Trusts, Multi-state)
12 December 2024 | 12 replies
*This post does not create an attorney-client or CPA-client relationship.
Derek Buehner
Tax deductions on a remodel for a future STR while living in it.
16 December 2024 | 8 replies
This post does not create a CPA-Client relationship.
William A Colas
Experienced investors looking to scale
18 December 2024 | 17 replies
It spreads their risk.In regard to market, there's a couple of different approaches my clients take:1.)