We can guide you on how to invest in real estate without the hassle of managing tenant maintenance issues like clogged toilets or broken water heaters. Say goodbye to the stress of dealing with vacancies and the costs associated with preparing a rental property for new tenants. You won’t have to worry about rent collection or tenant payment issues.

Our partnership model is proven and highly successful, having stood the test of time for numerous businesses and private investors alike. We would be delighted to meet with you to explain how you can participate, detail our process, and discuss the positive impact we can make on homebuyers and neighborhoods together.

Where to Find the Funds to Invest

Personal Funds in the Bank. Checking or Savings accounts, Money Market, CDs, etc.

This is one of the most common and easiest ways to source funds to partner on real estate investments. This doesn’t leave much to the imagination or many surprises that we can teach you. We are happy to show you how to put those fund to work if you feel that real estate is a fit for your finances.

Retirement Accounts like a 401(k) or IRA

There are specific steps to access these funds without triggering an immediate tax liability. While we are not tax experts and do not provide tax advice, we can share strategies that have worked for other investors in similar situations. This can be an effective method to enhance your retirement savings if partnering in real estate aligns with your financial objectives.

Stock Brokerage Accounts

There are two distinct ways to acces funds from your stock brokerage accounts.

Firstly, you have the option to liquidate your stocks or assets that you currently hold. However, taking this route may trigger a taxable event and result in foregoing potential future growth if those assets appreciate over time.

Secondly, you could explore obtaining a loan based on the value of your assets. However, this approach has its own advantages and disadvantages. If the value of the assets used as collateral significantly declines, you may face a demand for repayment of the loan. This option carries a higher level of risk.

Selling of Underperforming or Non-Performing Assets

If you’re someone who has savings stored away or valuable collectibles that you want to leverage for investment, this could be a viable path for you. We’ve witnessed partners sell recreational vehicles, extra vehicles, collectibles, and other assets to participate in partnerships. As individuals age, they often prioritize building a cash-flowing retirement portfolio over holding onto items that generate income only upon eventual sale.

Utilizing Equity you Have Accumulated in Your Own Real Estate

We’ve observed partners leverage equity loans or lines of credit against their primary residences’ accumulated equity. Depending on the partnership structure and potential returns, this could be a feasible option for your situation. However, it’s crucial to remember that all loans must be repaid, or you risk facing foreclosure on your primary residence if you overextend yourself.

Cash Value Whole Life Insurance

Partners have utilized the potential of their cash value life insurance by leveraging it as collateral for obtaining a low-interest loan from the insurance company to engage in real estate partnerships. This enables them to generate additional returns beyond the insurance policy, while their cash value continues to accrue interest and dividends within the policy.

While the aforementioned strategies are viable options, based on my personal observations, they may not align with your unique financial circumstances. I do not endorse, urge, suggest, advise, or encourage you to employ any of the mentioned financial strategies. They simply represent examples of how other partners have structured their personal finances.

If you’re interested in exploring these strategies further, I’m more than willing to delve deeper into how others have utilized them. My goal is to educate and assist fellow investors, like myself, in identifying pathways to achieve their financial and retirement objectives. Please feel free to reach out if you have any questions or require assistance. I’m here to support you to the best of my abilities.