Hi everyone, we’re closing in on year-end, which means now is the time to make sure your financials are clean, organized, and up to date.

If not Owen, I can help you organize a meet up! 

Whether you use spreadsheets or software, organization is key to profitability.Delaying communicationWhen tenants reach out, quick responses build trust and reduce turnover.

Something to keep everything organized as far as incoming rents, rehab expenses for flips, and lending money!  

*A few small habits — separate accounts, clean books, and talking to your CPA before year-end — can make a massive difference.Taxes aren’t about loopholes or tricks.They’re about getting organized early and using the rules the way they were written.Curious — when do you usually meet with your CPA?

I am the director of a non-profit organization, tied into a real estate system.

Everyone talks about the excitement of the refinance — pulling cash out, locking in new terms, and getting ready to repeat the process.But here’s what I’ve seen a lot of investors forget:What happens after the refi matters just as much as before it.Once you refinance, your numbers change — your basis, your loan interest, and your depreciation schedule.Most people never revisit their books or update their records after closing, and it slowly creates a mess.You’d be surprised how often investors forget to:Recalculate depreciation based on new cost basisAdjust their loan amortization and interest deductionsTrack how much cash was actually pulled out vs. reinvestedThose little details might not seem important now, but they can cause major confusion (and extra taxes) down the line — especially when you go to sell or refinance again.The BRRRR method works beautifully if your backend systems stay clean.So when the refi funds hit, take a breather, update your records, and make sure your financials tell the full story.That’s how you stay scalable, organized, and audit-proof.Curious — how do you stay on top of your numbers after the refinance?

This purchase will push me over the 7 doors mark so want to make sure I'm disciplined and organized as I grow.

As the year comes to a close, it’s the perfect time for landlords to organize finances and take advantage of the many tax deductions available in real estate.

If you are considering wholesaling or want great education on how to best leverage your license as an investor, you just need to make sure you join an investor-friendly organization within eXp.