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Insights
The playbook, out loud.
What we tell clients across the table about strategy, financing, taxes and due diligence, written down so you can read it before the meeting.
The three real estate holding strategies, and how to pick yours
Buy-and-hold, value-add and fix-and-flip, compared by a CCIM: hold periods, cap rate and NOI math, financing, taxes and risk, and how to choose your real estate investment strategy.
Residential vs. commercial real estate investing: what actually changes
Valuation, financing, leases, tenant law, depreciation, management, liquidity and due diligence: the real differences between residential and commercial real estate investing, from a CCIM broker.
From one duplex to a portfolio, and 10 ways to get there faster
The typical timeline of a real estate investor, from house hack to portfolio, and 10 commercial-grade strategies, from cost segregation to 1031 ladders and DSCR loans, that can compress it.
Why a full site selection analysis pays for itself
Trade areas, traffic counts, zoning and entitlements, environmental, title, insurance and exit: what a complete commercial site selection analysis covers, and why skipping steps costs more.
How to underwrite an investment property, step by step
NOI, cap rate, DSCR, debt yield, cash-on-cash and break-even occupancy, worked through on a real-world 10-unit example, so you can check the seller's numbers before you make an offer.
The 1031 exchange playbook: rules, traps and advanced moves
How a 1031 exchange really works: qualified intermediaries, the 45 and 180-day deadlines, boot, California's clawback rule, reverse and improvement exchanges, DSTs and the most common mistakes.
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