Real Estate Investors

Are you a real estate investor looking to take your financial game to the next level? Whether you're a seasoned investor or just starting out, our comprehensive financial planning services are designed to help you achieve your goals.

We offer a wide range of financial planning and real estate coaching services to help you navigate the complexities of real estate investing, including

Real Estate Fundamentals
  • Unique Risks
  • Terms Definitions real estate financial planning
  • Running the Numbers 
  • Am I ready for real estate investing?  Is real estate investing for me? 

Accounting and Operations
  • Assessing Client Financial Readiness
  • Budgeting for the Real Estate Investor
  • Property Management and Accounting Tools
  • Cash Management
  • Reviewing Client 
  • Build a Team of Advisors for Your Real Estate Business
  • Property Acquisition: Saving for the First or Next

Use of Financing/Leverage
  • Types of Financing for Real Estate Investing
  • Determining the Right Amount of Leverage 

Risk Management
  • What Risks Are You Trying to Manage? 
  • Consider a Corporate Structure
  • Number of Properties 
  • Best Practices for Dealing with Tenants
  • Liquidity and Cash Reserves
  • Insurance
  • Maintenance and Repairs
  • Scenario Planning and Understanding the "What If’s

Real Estate and Taxes
  • Overview of Real Estate Taxation
  • Depreciation Advantages and Disadvantages
  • Tax Deferral and Tax Minimization Strategies
  • Qualified Business Income (QBI)
  • Real Estate Professional Status

Exit Strategies
  • Why Real Estate Investors Need To Think About Exit Strategies
  • Selling and Paying Capital Gains
  • 1031 Exchange 
  • Delaware Statutory Trust 
  • Leaving Property to Your Kids or Heirs
  • Charitable Giving 
  • Opportunity Zones D

Real Estate and Retirement Planning
  • Real Estate and the Retirement Projection
  • Real Estate Business Owner vs. Passive Investor
  • Strategies to Balance Fixed and Flexible Income
  • Managing Properties as You Age
  • House Hacking Opportunities in Retirement
  • Real Estate in Retirement Accounts
  • Social Security, Medicare and Income Planning
  • Incorporating Real Estate Into the Investment Policy Statement 

Estate and Philanthropic Planning
  • Entity Structure and Estate Planning
  • Succession Planning for Your Real Estate Business
  • Trust Planning for Real Estate
  • Charitable Planning for Real Estate
  • Planning for Incapacity and Contingencies with Real Estate

Real Estate Impact on College Planning 
  • Asset and income planning in preparation for FAFSA and CSS
  • Establishing residency for in-state tuition
  • Purchasing a residence near the university for your student
  • Helping student purchase their own residence/house hack
  • Saving for college and retirement simultaneously with real estate
  • How grandparents can help




​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a CERTIFIED FINANCIAL PLANNER™ and a Fee-Only Investment Advisor registered with the District of Columbia, Maryland, Connecticut and all states where exempt. Advisory services are only offered to clients or prospective clients where Mabery Consulting, LLC, and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
ALL RIGHTS RESERVED   COPYRIGHT © 2011​