1031 Exchange

1031 Exchange

A 1031 Exchange allows investors to defer paying Capital Gains Taxes by reinvesting proceeds from one property sale into one or more properties of like kind and equal or greater value.

Asset Protection

Asset Protection

Real estate-focused asset protection firms assist investors in maximizing portfolio protection.

Bookkeeping

Bookkeeping

Real estate bookkeeping is a specialized skillset. Setting up and maintaining accurate bookkeeping records is essential to measuring and maximizing cash flow.

Business Building Tools

Business Building Tools

Resources, software, or strategies that help companies grow, streamline operations, improve efficiency, and boost profitability, include project management, CRM, marketing automation, and financial management systems.

Cost Segregation

Cost Segregation

Optimally-timed cost segregation studies on investment properties can harvest significant tax savings, especially for those with real estate professional status (REPS).

CPAs

CPAs

Real estate-focused Certified Public Accountants (CPAs) are trusted financial strategists who work with investors to maximize portfolio tax efficiency.

Credit Repair

Credit Repair

Rebuild your financial foundation with expert credit repair services that open doors to new opportunities.

Disability Insurance

Disability Insurance

Trusted disability insurance referral partners helping you secure financial protection when you need it most.

Estate Planning

Estate Planning

Secure your legacy with comprehensive estate planning services that ensure peace of mind for you and your loved ones.

Insurance Brokers

Insurance Brokers

Protect what matters most with expert guidance from trusted insurance brokers, ensuring the right coverage for your needs.

Interior Design

Interior Design

Tailoring spaces to enhance real estate aesthetics, interior design for properties combines functionality with style. Properly executed interior design can significantly increase property value and appeal to a broader market.

Lending - Commercial

Lending - Commercial

Even though getting pre-approved is not part of the Commercial Loan Application process, connecting with a broker is still recommended if you anticipate that you will be investing in commercial-size deals in the near future.

Lending - Other Options

Lending - Other Options

Meet the team that is incredibly knowledgeable about real estate and has been a valuable resource for so many in our community.

Lending - Residential

Lending - Residential

Turn your dream home into reality with tailored residential lending solutions designed just for you.

Miscellaneous

Miscellaneous

Explore a wide range of services tailored to meet your unique needs and elevate your success.

Property Research/Analytics

Property Research/Analytics

These resources can help provide accurate, reliable data to make informed decisions including: Average Daily Rate, Occupancy Rate, Seasonality, Rental Growth, Booking Lead Times, and Investability.

Syndication Attorneys

Syndication Attorneys

Partner with experienced syndication attorneys to navigate complex deals and secure your investment success.

Syndication Resources

Syndication Resources

Unlock powerful syndication resources to elevate your investment strategies and maximize returns.