Client Profile: Name: Kevin Age: 51 Occupation: Electrical engineer Goal: Sell inherited family home without paying massive capital gains Location: San Diego, CA The Situation Kevin inherited his childhood home after his mother passed away. She had purchased it in 1984 for $96,000. The home was now worth $570,000. Kevin wanted to sell it to settle her estate and reinvest the […]
Client Profile: Names: Michelle & Darren Ages: 58 & 61 Occupations: Retired teacher and small business owner Goal: Make sure their rental properties passed to their kids without legal delays Location: Sacramento, CA The Situation Michelle and Darren owned 3 properties: Their primary residence A duplex rental A paid-off condo in Arizona They had wills but hadn’t taken the time
Client Profile: Name: Emily Age: 35 Occupation: ER nurse Goal: Replace income from night shifts within 10 years Location: Richmond, VA The Situation Emily wanted to invest in real estate, but she was overwhelmed by the jargon and didn’t think she had time to manage properties. When we introduced her to the concept of real estate’s 4 wealth streams, everything clicked.
What If You Could Graduate With Equity Instead of Student Loan Debt? College used to be all about education and debt. But a new wave of young adults is using a smarter strategy: buying real estate as a student. With the right housing investment loan, you can purchase a home or multi-unit property, live in part of
It’s a hard question.But if you own property — or plan to — it’s one you have to ask: “If I pass away… who takes care of the home? Who gets it? Will my family be protected?” The truth is, owning real estate without a plan can create unintended stress, confusion, or even financial loss
1. House Hacking Means Living in Your Investment House hacking simply means buying a property and renting out part of it while you live in the other part. This can look like: A duplex or triplex where you live in one unit and rent out the others A single-family home with a basement apartment or garage suite Renting out individual rooms in your
Buying Your First Home? Don’t Skip These Starting Steps Buying your first home can feel like stepping into a maze—credit scores, mortgages, listings, offers… where do you even begin? A lot of people assume the journey starts with browsing homes online. But the real first step is about getting your financial foundation solid. And good
You Don’t Have to Buy a Home Alone If you’re a first-time buyer with solid credit but not enough income to qualify for the home you want, there’s a powerful solution: bring in a non-occupant co-borrower. This strategy lets someone (usually a parent, relative, or close friend) co-sign on your mortgage without living in the