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…

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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…

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  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…

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Why Forming an Entity to Protect Your Private Wealth From Your Investment Property Liabilities is Critical in Today’s Litigious Real Estate Environment Do you believe that an investment or rental property insurance policy is enough protection for you and your personal wealth in the event of an accident or other catastrophe to your tenants?  If…

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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…

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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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