Month: March 2025

Reviewing a Seasoned Real Estate Portfolio

This video is a step-by-step review of a 15-building portfolio of well-seasoned, older buildings. It teaches you how to do the analysis, how to identify targets for sale, and strategies to improve your cash flow. This is a great resource for long-time investors to make a call on what to do with each of their properties in terms of cash flow, tax considerations and estate planning considerations.

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Talking to Your Parents About Their Money

This video gives you ideas for how to start a conversation with your elderly parents about what they want to do with their money. Beyond their own living expenses, do they want to create family memories, give gifts during their lifetimes or leave a lasting legacy? Having this delicate conversation while you’re still fortunate enough to have your parents in your life gives everyone peace of mind and helps ensure that their wishes are carried out now and in the future.

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