calculator with less tax and more tax buttons
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Ahhh, investing in real estate. In between generating passive income and dealing with tenants, there is a savvy tax savings strategy that is often misunderstood—or just plain unheard of. But the end result can yield upfront cash flow faster for investors by helping to reduce your current tax liability. Let me explain!

closeup of two people going over business documents fanned out on desk and pointing to line items with finger and pencil
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I have a long track record of advising real estate investors on insurance options. Something I have discovered throughout this journey may shock you. Only around one in 10 investors—no matter their level of experience—have the best insurance policy for their situation! Can you believe it? I want to change that.

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How to Organize Your Real Estate Documents

If you’re investing in real estate, you’re going to be filling out and receiving dozens of real estate documents. Keeping these documents safe, available, and organized is imperative if you want to continue making good investment decisions and ensure that your legal ownership and legal rights are protected.