Real Estate Plan
A Real Estate Plan aims to first understand your long-term goals. Based on your long-term goals, analyze your current portfolio and formulate strategies to reach your long-term goals within your time frame
A Real Estate Plan can help you:
✓ Build, Protect, and Transfer Wealth through real estate
✓ Forge a legacy plan for future generations
✓ Prevent family disputes over real estate
✓ Strategize to defer or eliminate capital gains taxes
✓ Analyze the performance of your investment properties
✓ Find solutions for comfortable/safe living environments for seniors
✓ Navigate the trust/probate process
✓ Military/Corporate Relocation
✓ Renovate, Build, Flip properties
Learn the Value of your Home
Is your Zillow Zestimate accurate? Want to learn the true value of your home or investment property? We will run an in-depth comparable market analysis.
Buyer's Presentation
Is buying a home a big deal? Do you want to know how to protect yourself in the home buying process? Would you like to learn buying best practices? Would a free home buying class with no obligation bring you value?
Rental Property Analysis
Do you know the performance of your investment properties? Would you like to know if your rental property is under preforming, over performing, or on par? Would that be valuable for your investment strategy? Would you like to test the performance of your rental property?
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Discover the cash-on-cash return of your rental properties.
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Determine if your investment is underperforming, overperforming, or on par.
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Understand why your investment is underperforming, overperforming, or on par.
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Discover what other real estate investment opportunities are out there.
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Solutions for those who don’t want to be landlords anymore.
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If you could make more money, would you?
Search for Homes (mobile app)
Get accurate information of every home on the market.
This app can:
– Create and save searches by drawing on a map and using various filter options
– See information like: days on the market, year build, home/lot size, roof, floors, view, and interior exterior features
– Find (driving, biking, walking) commute times from home to work or other frequently visited places
– See market data like average home price, average days on the market
– View nearby public and private schools
– Review estimated monthly payment. You can adjust purchase price, down payment, interest rates, property tax, home insurance, HOA/Condo fees, mortgage insurance, and credit score.
Looking For Trusted Professionals?
- Financial Planners
- Trust Attorney
- CPA/Tax Advisor
- Lender
- Insurance
- Contractors
- Roofers
- Plumbers
- Electricians
- Painters
- Appraiser’s
- Landscapers
- Cleaners