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All Forum Posts by: Annette D.

Annette D. has started 1 posts and replied 26 times.

Post: Purchased a rental years ago in my own name

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

@Jeff B.. Old news to me, sir. And that is not what we are talking about. She should still put it into Trust instrument.

Post: Purchased a rental years ago in my own name

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

Scott Smith would be the best to ask.

Post: Purchased a rental years ago in my own name

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

Don't mind me....I'm in the legal industry. And I would move it into a trust as soon as possible. @Jeff B.

Post: Do I need a holding company?

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

Thank you @David Dachtera. specifically looking for asset protection outside of the inevitable demise of death!! Haha. 

Post: Do I need a holding company?

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

@Daniel Chang. Do you remember a Podcast regarding Asset Protection and the different layers you can build within an LLC or Trust? I cant find it and would love to reconnect and listen to it again.

Post: 50k in my pocket

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

Hi Ali. Looking at duplexes in Ventura County.  Would love to hear about your out if state holdings. Any time to connect?

Post: 50k in my pocket

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

Absolutely, if the numbers pan out. I assume Clifton, you would be the one to manage within the state?

Post: 50k in my pocket

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

Buy and Hold is such a challenge in Southern California.  Anyone interested in speaking with me about investment partnership/opportunities. I have capitol but looking for seasoned investor who wants to re-energize their portfolio.

Many thanks!

Post: Vacation Rental Property Value?

Annette D.Posted
  • Westlake Village, CA
  • Posts 28
  • Votes 3

thank you for the speeadsheet. Very helpful.

Originally posted by @Yoochul C.:

What areas are you targeting?  I don't know how anybody can make any money in this area.

 Exactly..... I would be interested in hearing your criteria for the list; if only to believe the 12% return call rate. The SoCal area is not an easy market for direct mail campaigns.