I am helping my partner start to get his RE investing business organized.

- I want to get REIsimpli for CRM and use that for staying organized and also considering using their dialer, instead of something like Mojo Dialer so its all on the same platform?

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.

Always helpful to see how others are organizing DD to keep capital moving.Thanks again!

Rental Property Investor from Jacksonville, FLPREVIOUS POSTWhy I sold Cleveland.If you're a real estate podcast junkie like me, you definitely have noticed the clear shift towards real estate syndication in the multi-family space over the last couple of years especially.As deals became harder to find in single family and smaller multis across much of the desirable markets,the allure of pooling investor funds to acquire larger assets became a sort of self-fulfilling prophecy.Books that were mostly hurriedly written flooded the market pimping the upsides of this strategy.The argument for was simple and convincing:it is better to own 1% of a large deal than 0% of no deal.Personally,I could not help but notice that the popularity of the idea coincided with the rise of real estate crowdfunding.The likes of Realty Shares and Realty Mogul raised a bajillion dollars practically overnight making it very easy for everyday real estate aficionados to own small bites of a mega deal in rural Tennessee at the click of a mouse.A few of my friends experimented with the crowd-funding route, tossing $5000 into this debt offer and $10,000 into that equity offering.These punts yielded mixed results anecdotally, as an equal number seemed to have great experiences to share as did absolute nightmares.To be fair, no real estate niche is 100% fail-safe or iron clad.Money has been lost in a large single family portfolio as well as a personally purchased medium sized apartment complex.It is also certainly true that in the end, every investor will run out of money to invest in more properties if they decide to go it alone trying to rapidly scale up their portfolio, and real estate is most assuredly a team sport at all levels.

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

*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?

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!  

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.