San Jose Real Estate Investing & Real Estate Financial Planning™ Podcast

Learn the secrets of tax optimization and minimization for real estate investors in San Jose.

This class is Module 45 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• The difference between Above the Line vs Below the Line tax benefits for real estate investors
• The tax-free sale of a primary residence
• A layman’s explanation of depreciation and depreciation reca...

Learn the secrets of Cash on Cash ROI and Cap Rates in San Jose.

This class is Module 44 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• The difference between capitalization rates and cash on cash return on investment
• Why some real estate investors prefer one over the other
• How to calculate each including the basic formula and deep visual dive into all the fa...

Learn the secrets of return on investment and return on equity in San Jose.

This class is Module 43 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• The 4 primary returns from rental properties and the additional area of return
• The Return Quadrant™ with Reserves
• Why measuring past returns is easy, but predicting future, pro-forma returns are more challenging an...

Learn the secret of real estate investing partnerships in San Jose.

This class is Module 42 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What are the 3 partnership roles
• Applying real estate partnerships to a variety of real estate investing strategies
• Partnering with the seller… especially when flipping properties
• What is the marketplace value of each rol...

Learn the secret of becoming the preferred real estate investor client that real estate agents and brokers in San Jose call first with all the best deals.

This class is Module 41 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• How do you get a real estate agent/broker to call you first with the best deals? In other words, how do you become the preferred client t...

Learn secret real estate investor horror stories.

This class is Module 40 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• Mike Tyson says, "Everyone has a plan: until they get punched in the face"... for real estate investors
• Overcoming fear of tenants, toilets and termites
• What is expected value and how does it apply to real estate investing
• Thinking probabi...

Learn the secrets of analyzing multi-family properties in San Jose.

This class is Module 39 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• The differences between analyzing a multi-family property with commercial financing and a single-family home with more traditional financing
• Obviously, the numbers are larger when you’re analyzing multi-family property deal...

Learn the secrets of creative financing and real estate entrepreneurship in San Jose.

This DOUBLE LENGTH class is Module 38 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What is creative financing and how to use it as a real estate investor
• The 6 types of creative financing
• Why you should only do deals that are win-win for all involved
• The benefits and down...

Learn the secrets of 1031 tax deferred exchanges in San Jose.

This class is Module 37 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What is a 1031 tax-deferred exchange?
• What are the key aspects of a 1031?
• The 4 types of 1031 tax-deferred exchanges and when we use each
• Defining like-kind and understanding what you can sell and buy with exchanges
• Specific e...

Learn the secrets of buying new construction properties in San Jose.

This class is Module 36 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• The pros and cons of investing in real estate with new construction properties
• What price of new construction should you focus on for investments
• Different builders, different standards and how to deal with that
• The down...

Learn the secrets of short-term rental properties in San Jose.

This class is Module 35 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What are the different variations of short-term rentals and what are some of the pros and cons of each.
• What are the most common ways to finance properties that you’re utilizing as a short-term rental? And what are some of the m...

Learn the secrets of improving cash flow by buying down your mortgage interest rates on rental properties in San Jose.

This class is Module 34 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• How improving cash flow by buying down your mortgage interest can help you get to financial independence faster and with less risk
• One way of calculating the benefit of buy...

Learn the secrets of comparable sales to determine property value in San Jose.

This class is Module 33 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• How do you know if you’re paying a good price for a property you’re buying (not too high)?
• How do you know if you’re getting for a good price for a property you’re selling (not too low)?
• Why use comparable sales...

Learn the secrets of real estate maintenance and capital expenses San Jose.

This class is Module 32 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What’s the difference between capital expenses and maintenance on a rental property?
• What do I need to do to have my rental property business be a “qualified business” to get the tax advantages from the IRS?
• A down...

Learn the secrets of real estate inspections when buying in San Jose.

This class is Module 31 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• An overview the entire inspection process including choices and paperwork required
• What level of inspection are you doing prior to going under contract?
• Why dates and deadlines are critically important for keeping your e...

Learn the secrets of wholesaling real estate in San Jose.

This class is Module 30 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What are the different variations of wholesaling real estate and what are some of the pros and cons of each.
• What is a strategy similar to wholesaling where you can do half the work and earn the same amount of money… or earn twice as...

Learn the secrets of determining fair market rent on properties in San Jose.

This class is Module 29 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• Why rents are not an exact number and what they really are
• At the end of the day, what is rent ultimately
• An overview of an easy method of determining fair market rent, a basic way and an advanced way and which yo...

Learn the secrets of insurance for real estate investors in San Jose.

This class is Module 28 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• Why you should not be penny-wise and pound-foolish with insurance and your real estate investments.
• The importance of having a strong relationship with your insurance agent/broker as a real estate investor.
• The differenc...

Learn the secrets to what happens while you're under contract to buy an investment property in San Jose.

This class is Module 27 of 46 in a series called Real Estate Investing Secrets.

Topics covered in this module include:

• What happens once you’re under contract through when you’re closing on a property?
• What due diligence should you be doing?
• Who is responsible for managing the dates and deadlines in a r...