.🔟 Close Deals EfficientlyWhether you’re a CRE Broker, a property owner or borrower, streamlined execution and proactive problem-solving ensure deals close smoothly.🚀 What strategies have helped you secure the best CRE loan terms for your clients?  

Whether you're preparing to sell, lease, or renovate, understanding and resolving these issues is crucial for a smooth process.Recently, a client approached me with an urgent dilemma.

Of course it's never guaranteed that you can tell if the person will be a problem during the screening process but we put a lot of effort into the screening to have the best chance as a smooth tenancy for all the residents in the building.

Setting up a revocable living trust or family LLC can help ensure your properties transfer smoothly to your heirs while avoiding probate and maintaining control over how assets are managed after you’re gone.As you move forward, think about creating a plan that balances cash flow today with the durability and structure needed for tomorrow.

Our goals are asset protection, long-term appreciation, and eventually cash flow once it transitions to a true rental. 

At the time, they hadn’t obtained their own estimate.Now, a month later, the neighbor is claiming that we’re solely responsible for repairing it because the "smooth side" faces our property, implying it’s "our fence."

They communicated well throughout the process, answered all my questions, and made everything feel smooth and straightforward.

The fact that you’ve also seen the benefits of rental property firsthand through your father is a huge advantage—you already understand that it's not just about passive income, but about management, long-term thinking, and building wealth steadily.Since you're familiar with analyzing risk and returns from traditional investments, transitioning to real estate can be as analytical as you're used to—cash flow, cap rate, CoCROI, equity growth—all of it maps well to your skill set.

Love the idea of transitioning to the boutique hotel look. 

I look forward to continuing to work with many of you, and be alongside you on your commutes, in the gym, or wherever you listen to or watch podcasts, as I transition to focusing full-time on BiggerPockets Money and the pursuit of early retirement beyond real estate investing.With heartfelt gratitude,Scott TrenchReal Estate InvestorPS: Tomorrow we will announce our awesome incoming CEO on the BP Money Podcast!