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
Accounting and Operations
Use of Financing/Leverage
Risk Management
Real Estate and Taxes
Exit Strategies
Real Estate and Retirement Planning
Estate and Philanthropic Planning
Real Estate Impact on College Planning
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