Portfolio = Income derived from financial instruments like dividends (including REITs), interest, royalties, and capital gains.Mostly income w/out loss potential, and favorable tax rates.Cap losses may offset cap gains w up to $3,000 loss.

The platform also offers a variety of automation features, such as recurring transactions and bank feeds, which can save you time and effort in managing your books.Overall, I highly recommend QBO for real estate accounting.

That API looks powerful for automation workflows—anyone using it with a lead-stacking tool or CRM yet?”

Global Growth InsightsEngineered Tax ServicesKBKGKnown for comprehensive automation tools and tax incentives expertise.

I’ll be putting down $100K, financing $80K per year directly with the owner for two years, then moving into permanent commercial financing.Vision: My plan is to grow revenue to $200K+ by expanding the pontoon fleet, opening a small camp store, and adding some guest experience upgrades (fire pit area, lawn games, cabin amenities).Why I’m posting:I’d love to connect with others who have purchased or are operating resorts, campgrounds, marinas, or short-term rental portfolios.I’m looking for insights on financing, automation tools (property management software, keyless entry, etc.), and off-season revenue ideas.I also want to learn how others balance lifestyle, family, and operations in a seasonal business.This is a big leap for our family, and I’m grateful for the chance to learn from this community.

Also automate rents/applications/follow ups as much as possible.

These instruments aren’t meant to reduce taxes.

If you can find a way to automate this and scale you can make a significant amount of money 

I use it multiple times a day — it's become instrumental for things like:- Writing social media post descriptions and captions.- Turning a long, unorganized stream of thoughts into a clear outline so I can organize my "monkey brain

It actually gets easier as time goes on and once it's much more passive and automated because you have the right experience and systems, it can run itself.