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The Return on Investment on Extra Down Payments

Investing in rental properties can be a great way to generate passive income and build wealth over time. However, when it comes to purchasing a rental property, the amount you put down can have a significant impact on the returns you earn from your investment. We’ll explore the different returns you can expect when investing in rental properties and how those returns change depending on how much you put down. The Nomad™ Strategy To get started, let’s take a look at the returns you can expect from the Nomad™ strategy, which involves purchasing a property as an owner-occupant and then … Read more

How to use a Loan Comparison Spreadsheet for Real Estate Investors

If you are a real estate investor or planning to become one, you must have considered the different loan programs available to you. Choosing the right loan can significantly impact your cash flow, and for that reason, it’s essential to evaluate your options thoroughly. Luckily, we’ve created a loan comparison spreadsheet that can help you compare different loan types and mortgage insurance programs. Loan Comparison Spreadsheet The loan comparison spreadsheet is a tool that allows you to evaluate different loan programs based on their monthly payments, interest rates, mortgage insurance, and more. The tool’s inputs are the purchase price of … Read more

Modeling Passive Income in the Real Estate Financial Planner™

The Real Estate Financial Planner™ software gives users unprecedented insight into how real estate investments impact your journey toward achieving financial independence. The software does an amazing job of modeling passive cash flow from rental properties and automatically adjusting cash flows as you consider paying off properties, refinancing properties, cash out refinancing properties and selling properties. But, until recently, it did not have a great way to model other forms of passive income like social security income, pensions and annuities. The software has the user define their Target Monthly Income in Retirement. Target Monthly Income in Retirement is the amount … Read more

Should I Refinance My Rental Property?

One of the more common questions we get from real estate investors is Should I refinance my rental property?. It is right up there with Should I Sell My Rental Property?. However, the math for the decision making process is a little bit different. When considering selling you often look at your True Net Equity™ and the return you’re currently receiving on that equity. Then, you know what return you’d need to get on the proceeds from the sale (aka your True Net Equity™) with what you’re going to do with that money. When considering the question of refinancing, there … Read more

Initial Setup of Your Situation

The following describes two things: A rough outline of the Initial Intake Zoom Meeting when you hire us to do a Your Initial Real Estate Financial Plan™ Consultation, and How we recommend you go about setting up your initial situation in the Real Estate Financial Planner™ software if you’re doing it yourself Time Estimate If you were to hire us, for a typical person with a reasonable number of  Accounts,  Properties and  Rules, the initial intake call will take about an hour. If your situation is complex or you’re doing it yourself and learning as you go, expect it to … Read more

Real Estate Investor Treasure Chest™

For Buy-and-Hold Real Estate Investors, Nomads™ and House Hackers… Serious Real Estate Investor Education and Tools, Without All The Sleazy Hype! You get 1 full year of access to: Over 100 premium real estate investing classes Over 200 hours of video training Downloads: The World’s Greatest Real Estate Deal Analysis Spreadsheet™ How to Improve Cash Flow on Rentals Checklist Buying Criteria Worksheet Rental Property Bookkeeping and Accounting Spreadsheet Qualified Business Income Deduction with Rental Property Log Interest Rate Buy-Down Spreadsheet Off Market Deal Business Marketing Tracking Spreadsheet 240-page book with detailed analysis of 10 different investing plans 20 “secret” bonus … Read more

After Investor Meeting Checklist

The following is the checklist to be used primarily by a real estate agent after an investor meeting. It is based on what I use as our checklist for preparing for our investor classes in Fort Collins.

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Why Start and Run a Real Estate Investor Group

So, we’ve talked about the different types of real estate investors, what they’re typically looking for, and how you might work with them as a real estate agent running a real estate investor group. Now, I’ll get right to it: why start and run a real estate investor group.

I think there are 4 compelling reasons for starting and running a real estate investor group.

  1. Toll Bridge
  2. Saleable, Appreciating Asset
  3. Attract Great Clients
  4. Simplified, Value Adding Stay In Touch Tool

Toll Bridge

“In an inflationary world, a toll bridge (like company) would be a great thing to own because you’ve laid out the capital costs. You built it in old dollars and you don’t have to keep replacing it.” – Warren Buffett

Once you take the time to setup your real estate investor group, it continues to produce for you over time. When we talk about ways to monetize your real estate investor group, you will also see that you can get paid for access to your group or profit directly from the group by offering your services as a real estate agent to some of the members.

Saleable, Appreciating Asset

Last year in our local market, one of the investor clubs sold. While I do not have inside information as to the sale price, my best guess is that it sold for just under $100,000.

Investing in growing your own investor group is investing in a saleable, appreciating asset. The longer you own and grow your group, the more it is worth.

A real estate agent coming into my market could buy my real estate investor group from me and start generating commissions from it right away. It is like buying an established, up-and-running, highly profitable, lead-generating machine.

Attract Great Clients

I consider the first two reasons for starting and running an investor group as bonus reasons. The next two reasons for starting and running an investor group are the best reasons of all.

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