Real Estate

Half of the people I deal with are heavily involved with real estate in one capacity or another.

Real estate guys routinely deal with new and complicated situations with significant opportunities (and risks) where giving extra attention to structuring "the deal" can really pay off. That kind of transaction structuring may be what I do best.  

These clients and I regularly deal with buying, selling and everything else in between, whether that be:

• Leases, 
• Options, 
• Contracts for sale, 
• Options for beneficial interests, 
• Lease-options, 
• "Walking" the collateral on a note, 
• 1031 exchanges, 
• Buying and selling paper, etc., etc.  

These are the kinds of situations where having access to on-tap accounting and tax expertise from someone who really knows you and understands your financial big picture can be invaluable.  

Because of my experience in structuring these kinds of real estate and financial transactions – and because I’m personally involved with real estate as a landlord and investor – I sometimes get to speak on these topics.

But no, I am not one of those late night TV teaching real estate gurus.  I don’t have tapes, books or programs for sale.  When I am hired as a speaker, it is most often in front of groups of veteran investors, buyers, re-habbers, syndicators, etc. who have already invested a lot of time and money over the years into their personal real estate education.  

But, a quick note about "gurus".   There are a few people out there teaching about real estate that are truly excellent, who have made their fortunes by doing what they teach, and who now teach mostly for the fun of being able to help others be successful.  A lot of what I know I learned from several of them, and I have had the pleasure of doing some specialized teaching at some of their more advanced seminars.  If you are interested in a few of my thoughts and recommendations on how real estate clients and I work together, let me know.