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 your physical/digital files to make it easier to manage the paperwork for your real estate investing business?
• For real estate entrepreneurs dealing with seller leads, what is the recommended folder/file structure for managing all your seller property information files? How does this change if you’re doing it with physical files versus digital files?
• Why do you insist on a specific file naming convention? And, what is that naming convention?
• What is included in a typical Seller Property Information File?
• How do you recommend setting up your property files for rental properties you own?
• What is typically kept in the general folder for all properties? What about each individual property file... what do you typically keep in those?
• What do you typically keep in each entity file?
• How do you process digital communications (emails, calls, texts, PDFs, etc)? How do you process physical communications (paperwork, mail, bills, letters, etc)?
• How do you set up your file system for tenants and property management?
• How do you set up your file system for taxes?
• What information will you need for each property to do your own taxes or to send to your accountant/CPA?
• Do we get to deduct the entire mortgage payment? How do we get the number we can deduct?
• Do we get to deduct the entire capital improvement? How much can we deduct under the safe harbor provision from the IRS?
• How much can we write off for each mile traveled associated with our real estate investing business?
• Plus much more...

Check out the video and additional resources related to Secrets to Bookkeeping.

Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:

https://RealEstateFinancialPlanner.com/spreadsheet

Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.

Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the San Francisco real estate investor podcast? Book a free consultation to discuss.

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 the course—for:

• Determining your real estate investing strategy
• Understanding your market
• Managing your rental properties
• Setting up your asset protection plan with your attorney
• Achieving financial independence and catching up on saving for retirement
• Selecting your key dream team member who will refer you to your other dream team members
• Who should be part of your dream team and why
• Coming up with or eliminating the need for a down payment
• The Core Skills required for real estate rentals
• Financing your rental properties
• Comparing lenders and mortgages to find the optimal financing for you and your strategy
• Buying down mortgage interest rates to improve cash flow
• Understanding the four primary returns on rental properties and the secondary return
• Analyzing rental properties using The World’s Greatest Real Estate Deal Analysis Spreadsheet™ including single family homes, condos, townhomes, duplexes, triplexes, fourplexes and commercial properties with 5+ units
• Minimizing rental properties expenses and maximizing rental property income to optimize cash flow
• Understanding the paperwork to buy and sell real estate
• Completing your inspection, due diligence and appraisal while under contract to buy the property
• Understanding and optimizing insurance for your real estate business
• Determining if you’re over-paying for a property or if you’ll get the price you expect when selling a property
• Understanding the silent killer of rental properties and how to avoid it
• Buying a new construction property as an investment
• Setting up and managing your bookkeeping and accounting for your rental property and real estate investing business
• Understanding the risks associated with investing in real estate and to how to mitigate some of the risks and completely eliminate some of the other risks
• Evaluate whether you should sell or refi a property you own using return on equity
• Deferring taxes on property sales using a 1031 tax-deferred exchange
• Minimizing and optimizing taxes as a real estate investor
• Achieving financial independence using real estate
• Plus much more...

Check out the video and additional resources related to Secrets to Getting Your First Deal Done.

Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:

https://RealEstateFinancialPlanner.com/spreadsheet

Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.

Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the San Francisco real estate investor podcast? Book a free consultation to discuss.

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 appreciation just inflation? How much might appreciation be on a typical rental property?
• What is cash flow? What expenses does cash flow include in its calculation? How much cash flow might you see on a typical rental property? And, what can cause that number to vary... and by how much?
• How do you think about paying down the loan on rental properties? How much might you be paying down on a typical rental property?
• What about the tax benefits on rental properties? How much might you see in tax benefits from a typical rental property?
• How do we account for needing reserves when buying rental properties? Do we earn returns on reserves? What might that look like on a typical rental property?
• Looking at all the returns in terms of dollars for three distinct cases.
• A special downloadable spreadsheet for tracking returns on all your rentals.
• A deeper look into how good these returns are... and introducing a new way to measure returns to compare them to other investments.
• What gets included as part of “investment” in return on investment calculations—including two unexpected components that most people miss? And, how do we deal with reserves?
• Examples of what the return on investment might look like for three distinct cases on a typical rental property.
• When looking at the return on investment from purchase through sale, what gets included as a cost of sale?
• How do we calculate Net Sale Price, Profit From Sale Before Taxes, Capital Gains Taxes, Depreciation Recapture Taxes, and Profit After Taxes?
• A look at annualized return on investment, compound return on investment and internal rate of return (IRR) for rental properties... and why you don’t need to calculate these yourself when using The World’s Greatest Real Estate Deal Analysis Spreadsheet™.
• Why return on investment is perfect when analyzing a property you’re considering buying and when looking at how an investment performed between when you bought it and when you sold it... but why we use something completely different for properties we currently own.
• Plus much more...

Check out the video and additional resources related to Secrets of Return on Investment.

Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:

https://RealEstateFinancialPlanner.com/spreadsheet

Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.

Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the San Francisco real estate investor podcast? Book a free consultation to discuss.