Investment Strategy and Analysis
Know Your Goals and Work the Right Strategy!
Learn About Cap Rates and How They Are Used in Real Estate Investing
This is a lengthy resource that I put together to help newer investors understand some of the math that goes into deciding whether or not a purchase might be profitable.
I've also worked up some examples for how you can use the cap rate formula to gain a better understanding of the value of your current investment portfolio based on current rents.
I hope you find this information helpful but please don't hesitate to reach out if you have questions or would clarity on any of the information provided!
Utilizing Leverage in Real Estate
Leverage. The reason real estate is the greatest wealth building tool available to the average Joe.
To break it down in simple terms, there is no other investment available to non-accredited investors that allows for potential returns based on the full value of the investment, while only putting 20% of your own money into the pot.
Leverage does not come without risk though! So what's the best way to get started and when is the best time to use leverage to grow and diversify your portfolio?
Click through to learn more!
Tax Strategies to Think About
Here is a quick guide for some tax strategies that might be helpful:
- Creative Uses for the 1031 Tax Deferred Exchanged (while it still exists)
- Owner Carry or Seller Financing As a Way to Effectively Eliminate Capital Gains
- Sick of Being a Landlord? Defer Capital Gains and Move Into Passive Investments via Delaware Statutory Trusts or 721 Exchange Into a REIT
- Set Up a Structured Installment Sale to Defer Capital Gains
Click through for more detail!
Always Be Thinking Of Your Exit Strategy (Download Printout)
Life comes at you fast! Do you have an exit strategy for your real estate? We all want to retire at some point and being a landlord can be quite the job.
Click through below for a useful printout to run a quick check on your investment portfolio and keep yourself well positioned should you find the need or the desire to liquidate.
This should become an annual practice for any real estate investor!
