Real Estate Analysis

Build a property investing strategy that works for you

Make it yours.

There is something satisfying about sitting on your back porch, knowing you own the land underneath.  Some of us start with a smaller home, intending to move into a bigger house in a community with great schools when our children reach a certain age—others like owning real estate as an investment, generating cash flow from a tangible asset.  There are many different ways to own and invest in real estate, all requiring serious thought and consideration. I’ll work with you to find the right path forward for your investment by analyzing your long-term goals and overall financial status.  

Real Estate Services

Rental and Purchase Analysis

  • Home purchase analysis–upgrading from current property

  • Evaluating affordability, impact to cash flow

  • Mantaining rental property and income

Market Analysis

  • Determining when to buy

  • Modeling for investment properties

  • Holistic financial planning to achieve long-term goals

Inheritance

  • Determining inheritance value and estate planning

  • Deciding to maintain or sell inherited properties

  • Tax and cash flow implications

Renovations

  • Determining inheritance value and estate planning

  • Deciding to maintain or sell inherited properties

  • Tax and cash flow implications

Investment Properties

  • How to get maximum tax benefits from the property

  • Minimizing tax payments

  • Modeling cash flow and tax implications

Ongoing Evaluation

  • Planning for important renovations and maintenance

  • HELOC and other loans

  • Funding home renovation work

Financing

  • Family gifting down payments

  • Financial planning to purchase a home

  • Evaluating affordability and impact to cash flow

Explore the boundaries of what’s possible while securing your financial future.