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Portfolio Review

Empower Your Investment Journey: Tailored for Intermediate Level Investors Eager to Supercharge Portfolio Efficiency and Achieve Unprecedented Growth

Start Time:

End Time:

Unlock Your Investing Potential: Tailored for Intermediate Level Investors Ready to Turbocharge Their Portfolio Efficiency and Propel Growth! While our programs often cater to beginners, we also offer mentoring and training for investors with established real estate portfolios. Whether you own 2-5 homes and seek to expand your holdings or optimize your existing assets, we're here to guide you.

 

For those looking to grow, we analyze your current holdings for leverage opportunities and implement strategic financial tools to fuel asset expansion. And for those aiming to enhance portfolio efficiency, we conduct a comprehensive assessment of vacancy rates, expenses, improvements, rents, NOI, and overall portfolio performance to maximize profitability and operational smoothness.

 

This program can range from analyzing individual projects to a complete portfolio review, ensuring that every aspect is meticulously evaluated. What's more, we facilitate one-on-one meetings with local investors and collaborate with both traditional and creative money lenders to explore the best options available for your goals.

 

Our risk-free 30-minute setup call comes at no charge and provides a gateway to a customized, no-obligation preliminary proposal tailored to your unique needs. It's time to elevate your investment game and unlock the full potential of your portfolio!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

What's inside???

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

Portfolio Review

Empower Your Investment Journey: Tailored for Intermediate Level Investors Eager to Supercharge Portfolio Efficiency and Achieve Unprecedented Growth

Start Time:

End Time:

Unlock Your Investing Potential: Tailored for Intermediate Level Investors Ready to Turbocharge Their Portfolio Efficiency and Propel Growth! While our programs often cater to beginners, we also offer mentoring and training for investors with established real estate portfolios. Whether you own 2-5 homes and seek to expand your holdings or optimize your existing assets, we're here to guide you.

 

For those looking to grow, we analyze your current holdings for leverage opportunities and implement strategic financial tools to fuel asset expansion. And for those aiming to enhance portfolio efficiency, we conduct a comprehensive assessment of vacancy rates, expenses, improvements, rents, NOI, and overall portfolio performance to maximize profitability and operational smoothness.

 

This program can range from analyzing individual projects to a complete portfolio review, ensuring that every aspect is meticulously evaluated. What's more, we facilitate one-on-one meetings with local investors and collaborate with both traditional and creative money lenders to explore the best options available for your goals.

 

Our risk-free 30-minute setup call comes at no charge and provides a gateway to a customized, no-obligation preliminary proposal tailored to your unique needs. It's time to elevate your investment game and unlock the full potential of your portfolio!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

What's inside???

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

Portfolio Review

Empower Your Investment Journey: Tailored for Intermediate Level Investors Eager to Supercharge Portfolio Efficiency and Achieve Unprecedented Growth

Unlock Your Investing Potential: Tailored for Intermediate Level Investors Ready to Turbocharge Their Portfolio Efficiency and Propel Growth! While our programs often cater to beginners, we also offer mentoring and training for investors with established real estate portfolios. Whether you own 2-5 homes and seek to expand your holdings or optimize your existing assets, we're here to guide you.

 

For those looking to grow, we analyze your current holdings for leverage opportunities and implement strategic financial tools to fuel asset expansion. And for those aiming to enhance portfolio efficiency, we conduct a comprehensive assessment of vacancy rates, expenses, improvements, rents, NOI, and overall portfolio performance to maximize profitability and operational smoothness.

 

This program can range from analyzing individual projects to a complete portfolio review, ensuring that every aspect is meticulously evaluated. What's more, we facilitate one-on-one meetings with local investors and collaborate with both traditional and creative money lenders to explore the best options available for your goals.

 

Our risk-free 30-minute setup call comes at no charge and provides a gateway to a customized, no-obligation preliminary proposal tailored to your unique needs. It's time to elevate your investment game and unlock the full potential of your portfolio!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

What's inside???

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

Portfolio Review

Empower Your Investment Journey: Tailored for Intermediate Level Investors Eager to Supercharge Portfolio Efficiency and Achieve Unprecedented Growth

Start Time:

End Time:

Unlock Your Investing Potential: Tailored for Intermediate Level Investors Ready to Turbocharge Their Portfolio Efficiency and Propel Growth! While our programs often cater to beginners, we also offer mentoring and training for investors with established real estate portfolios. Whether you own 2-5 homes and seek to expand your holdings or optimize your existing assets, we're here to guide you.

 

For those looking to grow, we analyze your current holdings for leverage opportunities and implement strategic financial tools to fuel asset expansion. And for those aiming to enhance portfolio efficiency, we conduct a comprehensive assessment of vacancy rates, expenses, improvements, rents, NOI, and overall portfolio performance to maximize profitability and operational smoothness.

 

This program can range from analyzing individual projects to a complete portfolio review, ensuring that every aspect is meticulously evaluated. What's more, we facilitate one-on-one meetings with local investors and collaborate with both traditional and creative money lenders to explore the best options available for your goals.

 

Our risk-free 30-minute setup call comes at no charge and provides a gateway to a customized, no-obligation preliminary proposal tailored to your unique needs. It's time to elevate your investment game and unlock the full potential of your portfolio!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

What's inside???

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

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