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All Forum Posts by: Sarah Willis

Sarah Willis has started 14 posts and replied 18 times.

Post: Behind the Flip: A Bend Deal Analysis

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Ever wondered what really goes into a profitable fix-and-flip project? 🔨

Then join us February 20, 2025, from 12-1 PM PST—in person or online—for an insider look with Karen Rugg on Behind the Flip: A Bend Deal Analysis.

Go behind the scenes from acquisition to renovation to sale. Karen will break down the numbers, challenges, and lessons learned so you can optimize your next flip and avoid common flip pitfalls.

We’ll discuss:
1️⃣ Real Deal Numbers: The costs, potential returns, and profit margins.
2️⃣ Challenges: Budget overruns, contractor hiccups, and market shifts.
3️⃣ Optimizing Renovations: Focus on the updates that truly boost value.
4️⃣ Exit Strategies: Sell your flip at top dollar on faster timelines.

Agenda ⏰
12:00-12:15 - Introductions
12:15-1:00 - Presentation / Q&A

You’ll leave this meeting:
✅ Equipped with action steps to analyze and execute fix-and-flips
✅ Able to adapt to challenges and refine your flipping process
✅ Inspired to tackle your first or next flip project!

LOCAL ATTENDEES:
We’d love to see you in person!
📍185 SW Shevlin Hixon Drive, Suite 201, Bend, OR

Can’t make it in person? No problem—attend online and join the conversation! 🧑‍💻

RSVP now to secure your spot. We look forward to seeing you flip with confidence in 2025 and beyond!

Post: Advanced Tax Strategies for Real Estate Investors

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Are you looking for ways to keep more of your hard-earned investment income? 💰

Join us and our expert guest speaker on January 23, 2025, from 12-1 PM PST—in person or online—for an informative session on Advanced Tax Strategies for real estate investors.

Discover how smart tax planning can help you maximize deductions, leverage depreciation, and reduce your tax burden while building wealth through real estate.

We’ll discuss:

1️⃣ Maximizing Deductions: Learn how to identify and take advantage of key tax write-offs for real estate investors.
2️⃣ Leveraging Depreciation: Understand how depreciation can shield your income and boost your bottom line.
3️⃣ 1031 Exchanges: Discover how to defer capital gains taxes and grow your portfolio through like-kind exchanges.
4️⃣ Tax-Advantaged Strategies: Gain insight into advanced tactics that experienced investors use to optimize their tax planning.

Agenda ⏰
12:00-12:15 - Introductions
12:15-1:00 - Presentation / Q&A

You’ll leave this meeting:
✅ Confident in your ability to utilize advanced tax strategies
✅ Equipped with actionable tips to save money + reinvest in your portfolio
✅ Inspired to build your wealth through savvy tax planning

LOCAL ATTENDEES:
We’d love to see you in person!
📍185 SW Shevlin Hixon Drive, Suite 201, Bend, OR

Can’t make it in person? No problem—attend online and join the conversation! 🧑‍💻

RSVP now to secure your spot. We can’t wait to help you achieve your 2025 goals and more!

Post: HELOC on a DSCR Loan

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Totally, I get it. I know I'm looking for a unicorn. Thanks for pointing me in the direction of the other post...that was helpful!

Post: HELOC on a DSCR Loan

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

They are in LLCs. Not looking to refi the DSCRs, no. Need a second position HELOC to access the equity.

Post: HELOC on a DSCR Loan

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Looking for a lender or investor who can do a HELOC on investment properties that have a DSCR loan. Do these exist? If so, who should I be in touch with and what should I know?

Post: Community Impact: Sober Living & Veteran Housing

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Are you interested in real estate investments that create positive community impact? 🏡✨

Join us and our guest speakers Landon Moore and Dave Budnick on November 21, 2024, from 12-1 PM PST— in person or online.

Our experts will share 2️⃣ community impact models: developing sober living facilities and group housing for veterans. This event offers a unique opportunity to explore how real estate can provide financial returns AND meaningful support for our communities.

We’ll discuss:

  • Investment Models & Methods: Discover the approaches Landon and Dave use to create sustainable housing solutions.
  • Building Community Impact: Learn how these facilities offer more than just housing, providing a foundation for recovery and stability.
  • Opportunities & Challenges: Gain insights into the rewards and challenges of these types of investments.
  • Getting Involved: Find out how you can participate in or support this impactful niche in real estate.

⏰ Agenda:
12:00-12:15 - Introductions
12:15-1:00 - Presentation / Q&A

You’ll leave this meeting:

  • Informed about community impact investment opportunities
  • Equipped with actionable strategies to explore sober living and veteran housing investments
  • Inspired by real estate strategies that make a REAL difference!

LOCAL ATTENDEES:

We’d love to see you in person! Join us at our office at

📍185 SW Shevlin Hixon Drive, Suite 201, Bend, OR

Post: Bend Investor Workshop - Boards + Brews

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

It's Q4 y'all!

You know what that means?

It means NOW is time to set your goals 🫵 and get an accountability partner to so you can achieve your real estate investing goals in the upcoming year!

Join us IN PERSON and let's set concrete goals to achieve our real estate investing ambitions in 2025 and beyond.

Join us for our local in-person meetup...

We will cover:

  1. The power of creating goals and putting them on paper
  2. Why you need an accountability partner
  3. How to break down a big goal into smaller steps using AI
  4. Creating a visual goal board of your 2024 ambitions

Agenda:
4:00-5:00 - Networking + snacks + drinks 🍿🍺
5:00-7:00 - Discussion, Goal Boards, Accountability Partnering, Share Outs

How do I create a goal board?
You can do them on paper or digitally!

- If you want to do the paper version, please bring some magazines to share! We'll provide the scissors, boards, and glue sticks. ✂️

-If you want to do a digital board, then bring your computer! 💻

You'll leave this meetup:

  • Ready to take immediate action!
  • Clear about your 2025 investing goals ahead of time
  • Aligned with an accountability partner
  • With a goal board to guide your upcoming year
  • READY TO GO when you find the right deals in 2025 and beyond!

Post: Inside Wholesaling: Real Journeys, Real Challenges, and Real Advice

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Are you curious about wholesaling but unsure where to start? 🤔

Or maybe you’re looking for insider tips and real-world experiences from those who've been there and succeeded?

Join us in person or online and gain valuable insights from Bend-area wholesaling experts Taryn, Kevin, and Kyler about their journey into wholesaling so you can learn from their experience!

We will discuss:

  1. Wholesaling journey: how panelists got started + what motivated them
  2. Tools + training: What resources have been most helpful
  3. Success + challenges along the way
  4. Key advice for those thinking of diving into wholesaling

⏰ Agenda:
12:00-12:15 - Introductions
12:15-1:00 - Presentation / Q&A

You’ll leave this meeting:

  • Knowing local real-life wholesalers and their journeys
  • Equipped with actionable info + resources
  • Clear on the steps to start wholesaling
  • Ready to tackle challenges + find opportunities in real estate!

LOCAL ATTENDEES: You're welcome to join us at our office for this event!
185 SW Shevlin Hixon Drive, Suite 201

See you there 🙌

Post: Short-Term Rentals: Your Path to Profit + Tax Optimization

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

Join us as we discuss the current state of the short term rental market and the amazing tax benefits that only apply to STRs, making them a compelling investment opportunity.

We'll be hearing from guest speaker, Erik Sanders. He's worked for STR property management companies Vacasa and now Summer, and has multiple STRs of his own.

In addition, we'll have a bonus guest speaker to detail the tax advantages of accelerated depreciation that you can ONLY get from a short-term rental.

We'll explore:

  1. The profitability of short-term rentals in the post-Covid market
  2. Strategies for maximizing rental income
  3. How to leverage tax advantages on short-term rentals
  4. Real-world case studies and expert insights

Agenda:
12:00-12:15 - Introductions
12:15-1:00 - Presentation / Q&A

You'll leave this meeting:

  • Clear about whether short term rentals are right for your goals
  • Knowing the specific tax advantages of STRs
  • Educated about the STR Covid boom + predictions for the market
  • With local connections for STR + tax advice

LOCAL ATTENDEES: You're welcome to join us at our office for this event!
185 SW Shevlin Hixon Drive, Suite 201

See you there!

Post: Bend Power Hour for Aspiring Real Estate Investors!

Sarah Willis
Posted
  • Real Estate Agent
  • Bend, OR
  • Posts 20
  • Votes 6

@John Mason unfortunately no, this is an online event only. However Landon will be hosting our June Investor Meetup event that will be a deep dive into creative financing for real estate. Keep an eye on our feed for details. Third Thursday of June 12-1 PM online or in person.