Learn the secrets of tax optimization and minimization for real estate investors in San Francisco. This class is Module 45 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: The difference between Above the Line vs Below the Line tax benefits for real estate investors The tax-free sale of a primary residence A layman’s explanation of depreciation and depreciation recapture taxes for real estate investors Accelerating depreciation to improve cash flow ...
Jul 25, 2025•40 min•Ep. 169
Learn the secrets of Cash on Cash ROI and Cap Rates in San Francisco. This class is Module 44 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: The difference between capitalization rates and cash on cash return on investment Why some real estate investors prefer one over the other How to calculate each including the basic formula and deep visual dive into all the factors in the calculation Where to see these calculations in your deal analysis spread...
Jul 18, 2025•41 min•Ep. 168
Learn the secrets of return on investment and return on equity in San Francisco. This class is Module 43 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: The 4 primary returns from rental properties and the additional area of return The Return Quadrant™ with Reserves Why measuring past returns is easy, but predicting future, pro-forma returns are more challenging and nuanced The more speculative, more market-dependent returns on rental properties Th...
Jul 11, 2025•1 hr 2 min•Ep. 167
Learn the secret of real estate investing partnerships in San Francisco. This class is Module 42 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the 3 partnership roles Applying real estate partnerships to a variety of real estate investing strategies Partnering with the seller… especially when flipping properties What is the marketplace value of each role and job in the partnership How to finance deals when buying in a partnership How var...
Jul 04, 2025•1 hr 3 min•Ep. 166
Learn the secret of becoming the preferred real estate investor client that real estate agents and brokers in San Francisco call first with all the best deals. This class is Module 41 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: How do you get a real estate agent/broker to call you first with the best deals? In other words, how do you become the preferred client that agents/brokers call first with all the best deals? The 6 easy things you can do...
Jun 27, 2025•1 hr 10 min•Ep. 165
Learn secret real estate investor horror stories. This class is Module 40 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: Mike Tyson says, "Everyone has a plan: until they get punched in the face"... for real estate investors Overcoming fear of tenants, toilets and termites What is expected value and how does it apply to real estate investing Thinking probabilistically for real estate investors The importance of post-mortems and how it helps to red...
Jun 20, 2025•59 min•Ep. 164
Learn the secrets of analyzing multi-family properties in San Francisco. This class is Module 39 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing Obviously, the numbers are larger when you’re analyzing multi-family property deals, but what about the nuance of the increases How to deal with the listing and getti...
Jun 13, 2025•1 hr 17 min•Ep. 163
Learn the secrets of creative financing and real estate entrepreneurship in San Francisco. This DOUBLE LENGTH class is Module 38 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What is creative financing and how to use it as a real estate investor The 6 types of creative financing Why you should only do deals that are win-win for all involved The benefits and downsides of creative financing as an investor Using jargon versus general discussions… es...
Jun 06, 2025•2 hr 21 min•Ep. 162
Learn the secrets of 1031 tax deferred exchanges in San Francisco. This class is Module 37 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What is a 1031 tax-deferred exchange? What are the key aspects of a 1031? The 4 types of 1031 tax-deferred exchanges and when we use each Defining like-kind and understanding what you can sell and buy with exchanges Specific exclusions with 1031 exchanges Refinancing before or after you do a 1031 exchange to pul...
May 30, 2025•1 hr 9 min•Ep. 161
Learn the secrets of buying new construction properties in San Francisco. This class is Module 36 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: The pros and cons of investing in real estate with new construction properties What price of new construction should you focus on for investments Different builders, different standards and how to deal with that The downsides of the builder contract for real estate investors Getting ridiculously amazing d...
May 23, 2025•1 hr 38 min•Ep. 160
Learn the secrets of short-term rental properties in San Francisco. This class is Module 35 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the different variations of short-term rentals and what are some of the pros and cons of each. What are the most common ways to finance properties that you’re utilizing as a short-term rental? And what are some of the more unusual ways? Are short-term rentals typically an active or passive investment? ...
May 16, 2025•55 min•Ep. 159
Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in San Francisco. This class is Module 34 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: How improving cash flow by buying down your mortgage interest can help you get to financial independence faster and with less risk One way of calculating the benefit of buying down your mortgage interest rate and a better, more sophisticated metric I’d pro...
May 09, 2025•1 hr 9 min•Ep. 158
Learn the secrets of comparable sales to determine property value in San Francisco. This class is Module 33 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: How do you know if you’re paying a good price for a property you’re buying (not too high)? How do you know if you’re getting for a good price for a property you’re selling (not too low)? Why use comparable sales to determine a property’s value What makes a property comparable? What are the most ...
May 02, 2025•54 min•Ep. 157
Learn the secrets of real estate maintenance and capital expenses San Francisco. This class is Module 32 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What’s the difference between capital expenses and maintenance on a rental property? What do I need to do to have my rental property business be a “qualified business” to get the tax advantages from the IRS? A downloadable log to keep the required contemporaneous records for qualified rental proper...
Apr 25, 2025•1 hr 3 min•Ep. 156
Learn the secrets of real estate inspections when buying in San Francisco. This class is Module 31 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: An overview the entire inspection process including choices and paperwork required What level of inspection are you doing prior to going under contract? Why dates and deadlines are critically important for keeping your earnest money or preventing a lawsuit What can you inspect during your inspection peri...
Apr 18, 2025•1 hr 8 min•Ep. 155
Learn the secrets of wholesaling real estate in San Francisco. This class is Module 30 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the different variations of wholesaling real estate and what are some of the pros and cons of each. What is a strategy similar to wholesaling where you can do half the work and earn the same amount of money… or earn twice as much money easier? What are the most common ways to finance properties that you’re ...
Apr 11, 2025•53 min•Ep. 154
Learn the secrets of determining fair market rent on properties in San Francisco. This class is Module 29 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: Why rents are not an exact number and what they really are At the end of the day, what is rent ultimately An overview of an easy method of determining fair market rent, a basic way and an advanced way and which you will likely want to use Why use “comparables” to determine rents What dimensions sh...
Apr 04, 2025•59 min•Ep. 153
Learn the secrets of insurance for real estate investors in San Francisco. This class is Module 28 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: Why you should not be penny-wise and pound-foolish with insurance and your real estate investments. The importance of having a strong relationship with your insurance agent/broker as a real estate investor. The difference between a captive insurance agent and an independent insurance broker… and why it m...
Mar 28, 2025•57 min•Ep. 152
Learn the secrets to what happens while you're under contract to buy an investment property in San Francisco. This class is Module 27 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What happens once you’re under contract through when you’re closing on a property? What due diligence should you be doing? Who is responsible for managing the dates and deadlines in a real estate contract? What is meant by good faith? When do you verify rent on the prop...
Mar 21, 2025•1 hr 9 min•Ep. 151
Learn the secrets to maximizing cash flow on rentals in San Francisco. This class is Module 26 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include how to improve cash flow: When selecting a real estate agent/broker Locking/floating your mortgage interest rate Searching for less expensive properties Searching for pretty properties that don’t need work Searching for properties and negotiating for seller concessions Searching for properties with creative f...
Mar 14, 2025•1 hr 25 min•Ep. 150
Learn the secrets to buying investment properties with little or no down payments in San Francisco. This class is Module 25 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the loans you use to invest in real estate with little or no down payment? What are the real estate investing strategies you can use to invest in real estate with little or no down payment? Why it makes sense… sometimes… to not do a deal even if it is low or nothing down...
Mar 07, 2025•1 hr 14 min•Ep. 149
Learn the secrets to eliminating or, at least, mitigating the risks when investing in real estate in San Francisco. This class is Module 24 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: How to think about risks in terms of severity and likelihood and which are the most devastating? For each risk: what is it, how can we mitigate its impact or completely eliminate it, and what to do if we find ourselves dealing with each one? Which risks are insura...
Feb 28, 2025•1 hr 32 min•Ep. 148
Learn the secrets to the BRRRR real estate investing strategy in San Francisco. This class is Module 23 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the different variations of the Buy, Rehab, Rent, Refi (and Repeat)—commonly abbreviated as the BRRRR strategy—and what are some of the pros and cons of each. What are the most common ways to finance BRRRR properties? And what are some of the more unusual ways? Is the BRRRR strategy typical...
Feb 21, 2025•40 min•Ep. 147
Learn the secrets to the paperwork to buy and sell real estate in San Francisco. This class is Module 22 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: How do you get the contracts and disclosures for buying and selling real estate in your market? When and how should you review the paperwork for your real estate investing? What are some of the most common documents and what do they do? What are the major contract sections for the contract to buy a...
Feb 14, 2025•1 hr 4 min•Ep. 146
Learn the secrets to comparing mortgages, loans and lenders in San Francisco. This class is Module 21 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: Why selecting a lender isn’t always about price… and what are some of the other selection criteria to consider. Why just because one lender says it can’t be done, doesn’t always mean that it can’t be done. The best ways to find a lender. How to call lenders to get quotes. Why you shouldn’t let each le...
Feb 07, 2025•58 min•Ep. 145
Learn the secrets to analyzing deals in San Francisco. This class is Module 20 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: Where can you get a free deal analysis spreadsheet to analyze your own deals? Which fields should I fill in when analyzing a deal, and which should be left for the spreadsheet to calculate? What is the difference between ARV (After Repair Value) and purchase price, and when should I use each? Why does Warren Buffett say, ‘I...
Jan 31, 2025•1 hr 20 min•Ep. 144
Learn the secrets to flipping properties in San Francisco. This class is Module 19 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the different variations of flipping properties and what are some of the pros and cons of each. What are the most common ways to finance property flips? And what are some of the more unusual ways? Is flipping properties typically an active or passive investment? How long do you typically hold flips? And, why mi...
Jan 24, 2025•1 hr 2 min•Ep. 143
Learn the secrets to real estate investor bookkeeping and accounting in San Francisco. This class is Module 18 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business? What is the one tool that helps you get and stay organized and allows you to easily share and back up all your digital files? How should you organize ...
Jan 17, 2025•57 min•Ep. 142
Learn the secrets to getting your first real estate investment deal done in San Francisco. This class is Module 17 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: A 90-day plan to buy your first rental property. Why there is nothing difficult to do in the real estate investing business and why it is really all about 1 critical skill that anyone can acquire regardless of age, gender, race or income. The resources you need—and we provide as part of t...
Jan 10, 2025•51 min•Ep. 141
Learn the secrets of return on investment for rental properties in San Francisco. This class is Module 16 of 46 in a series called Real Estate Investing Secrets . Topics covered in this module include: What are the 4 primary areas of return on rental properties? And, what is the secondary return? What time period do we typically look at for returns on rentals? How does that change from analyzing the deal to steady-state of owning the rental property? What are the two types of appreciation? Is ap...
Jan 03, 2025•56 min•Ep. 140
