THE GOALS
 
Knowing what you want to achieve, both on a short- and long-term basis, is critical to the decision-making process. The better you quantify what you want, the easier it is to make decisions.

Everyone’s circumstances are slightly different and you need to look at all of the factors involved in your personal situation in order to establish goals that are both realistic and achievable.

Real Estate Plan
  • Do you have a Real Estate Plan?
  • Does your Plan need updating to reflect recent changes in your financial and/or life situation?
  • Have you quantified your current position?
Proposed Actions
  • Do you really just want to buy or sell – or are there other available options?
  • Have you run long-term projections on all of your options?
  • What additional events may affect your holding period?
  • Will the action you are considering better enable you to achieve your goals?
Compounding and Re-Leveraging
  • Why consider compounding?
  • When is the optimum time to re-leverage?
Owning Multiple Properties
  • What are the advantages?
  • Which properties do you keep versus which do you sell?
  • Are you using the "timing hedge"?
Estate Planning
  • What happens when you die?
  • What will be the tax consequences?
  • Do you have an Estate Plan that is current with the recent IRS rulings?
Professional Advisors
  • Who should you be calling upon – when and why?
  • Have you built a team of experts that you can rely upon?
  • What types of resources do you have for finding the right advisors?
  • Why shouldn’t you do it all yourself?

 
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