Investment Strategies
California Top Real Estate Trends for 2015
Housing Recovery Gains Momentum The economy in 2015 continued to improve complete with existing home sales hitting nine-year highs due to job growth, rising consumer confidence, and low interest rates. Individual micro markets vary from zip code to zip code and consistent year over year gains are everywhere, but there may be flattening on the…
Read MoreAttention Downsizing Baby Boomers – Sell Your House, Protect All Your Equity, and Pay NO Capital Gains Taxes with this Simple Strategy Using Tools Congress Gave Us
Many of my parent’s friends who have fortunately accumulated significant equity in their homes over the last several decades are faced with a dilemma of downsizing into a smaller home because they can no longer conveniently or adequately take care of their properties. Importantly, many of them desire a simpler-smaller property, usually all single-level, accessible…
Read MoreCost Value Ratio 2015 – What Are The Best Improvements Sellers Can Make To Improve Return-On-Investment?
Last year I wrote an article on “Cost-Value Ratio” or more appropriately what improvements are the best return-on-investment for homeowners or sellers – see link right here – https://shellyrobersonrealtor.com/home-improvements-critical-now-more-than-ever/. Home improvements are critical for sellers and buyers alike, but are sellers getting the right advice? Consistently I see mistakes by sellers, usually at the advice…
Read MoreWhat Are Hard Money Loans And Why Aren’t They For Everyone?
Importantly, hard money loans are not for first time home buyers. Hard money loans are typically loans of “last resort” for borrowers who can’t find a conventional loan to accomplish the debt bridge between the down payment and the purchase price of real estate. Hard money loans have sharply higher interest rates and usually…
Read MoreWhat Are Real Estate Investment Trusts All About – And Why They Might Be For You
Investing In A REIT Is Participating In The Commercial Real Estate Investment World Without Actually Buying Real Estate Investment Trusts or “REITs” are companies or corporations or other entities that owns, and most commonly operates a portfolio or income-producing real estate or real estate-related assets. REITs are designed for individual investors to earn portions or…
Read MoreHow To Grow Your Nest Egg By Thinking Outside The Box
In Your Retirement Quest Put Real Estate Investments In Your IRA And Watch It Grow Over the years I have had many clients ask me if it was possible to put real estate investments inside of their IRAs. The answer is “Yes” but the IRA has to be specific and has to not have certain…
Read MoreWhy Real Estate Investors Continue To Make The Same Mistakes Over & Over Again?
Due Diligence Will Reduce Mistakes For Real Estate Investors Any time of day you turn on your television you can find several infomercials or shows which depict investing in real estate as an easy path to riches and wealth. Every day you get in front of your computer screen you will run across ads and…
Read MoreLook Carefully At A Home’s Square Footage – It Might Not Be What You Think It Is
If You Are Buying A Home Just For It’s Square Footage Think Again How does the real estate marketplace calculate and represent square footage of listed homes in marketing materials and in the multiple listing services? To be honest there are several common practices and it is quite possible that a home might have two…
Read MoreTo Gift Or Devise, That Is The Question!
Tax and Estate Planning is Critical to Avoid Unnecessary Tax Burdens and Consequences I have clients ask me all the time if it makes sense to give their property to their kids or should they wait to die and let their kids inherit it. The practical answer from a tax planning perspective is to allow…
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