Real Estate Financial Planner™
Achieve Financial Independence with Real Estate, Minus the Hype
Building your real estate investing dream team is one of the smartest moves you can make. With the right people by your side, you’ll save time, money, and energy, allowing you to focus on growing your portfolio.
In these resources, you’ll find detailed information on the key players that make up your dream team. From real estate agents who help you find the right properties, to CPAs who guide you through the complex world of taxes, you’ll discover what each professional brings to the table.
You’ll also learn about less obvious but equally important team members like home inspectors, insurance agents, and property managers.
And that’s just scratching the surface—there are a ton more.
Each post dives deep into how to choose, build, and use your team effectively, so you can maximize your investments and minimize your risks.
Whether you’re just starting or scaling up, building a solid team is critical for long-term success in real estate investing.
A property manager can be a key member of your real estate investing dream team, especially if you plan on scaling your portfolio or don’t want to be involved in the day-to-day operations of managing tenants and property maintenance. Property managers do more than just collect rent—they provide key services before, during, and after your … Read more
A mentor is an invaluable asset to your real estate investing journey, providing guidance, wisdom, and support throughout your career as you buy, manage, and sell properties. In this comprehensive guide, we’ll explore why having a mentor is crucial, what they can do for you, and how to make the most of this powerful relationship. … Read more
A bookkeeper can be a great addition to your real estate investing dream team because they help you manage the day-to-day financials of your investment properties. While they don’t provide the strategic tax guidance of a CPA, their role is to ensure that your income and expenses are tracked accurately and that your financial records … Read more
A Certified Public Accountant (CPA) is an important member of your real estate investing dream team because they help you navigate the tax implications of buying, owning, and selling properties. The right CPA will help you set up your real estate business in a tax-efficient way and ensure you’re taking advantage of every opportunity to … Read more
An attorney is an essential part of your real estate investing dream team, providing both legal protection and guidance throughout the entire process of buying, owning, and selling properties. What Do They Do? Your attorney will play a variety of roles, both during and after your purchase. Here’s what attorneys typically handle: When Do You … Read more
Title agents, closers, and attorneys are essential members of your real estate investing dream team when it comes to closing on your first investment property. They ensure that the legal transfer of the property happens smoothly and that your ownership is protected. Their role is critical in making sure the transaction is legitimate and that … Read more
Surveyors are an important part of your real estate investing dream team, though you might not always need them for every deal. What Do They Do? Surveyors are responsible for measuring and mapping property boundaries. They provide you with a detailed, certified report outlining the exact lines of your property. This helps ensure that you … Read more
Home inspectors are a key part of your real estate investing dream team, but it’s important to remember that they are a due diligence cost. You pay them for the inspection whether you end up buying the property or not. In some cases, you might pay for inspections on several properties before you find one … Read more
Insurance agents are an important part of your real estate investing dream team because they help you secure the right coverage to protect your investment. While they often come into play closer to the end of your property purchase, selecting a good insurance agent early in the process is key to making sure your assets … Read more
Mortgage brokers or lenders are one of the most important members of your real estate investing dream team when buying your first investment property. They play a crucial role in helping you secure financing for your deal. What Do They Do? A mortgage broker or lender’s main job is to connect you with financing that … Read more