最初的咨询

We will discuss your current situation, goals and real estate investment objectives. 

• Are you an experienced investor with a portfolio of properties looking for strategic guidance (the next step) to accelerate returns and capital growth? 
• Are you heavily weighted in stocks/bonds and want to diversify to include real estate?
• 你想在俄勒冈州投资吗? 
• 你需要完成1031交换吗? 
• Are you wanting to refinance one of your investment properties or need a new loan for an acquisition? 
• Do you want to utilize your retirement account for real estate investing? 
• Are you at the retirement stage and need assistance in exiting the market in a tax favorable way? 

时间轴

在第一次接触或之后不久

客户端角色

电话或会议

信息收集 & IPPA

For those of you that already have real estate investments, we will first recommend a complete financial-investment return analysis of current investment real estate holdings, 单独和累计(我们的IPPA). It's a must to first understand how your current investments are performing before any potential wealth building acceleration strategies can be considered. 此时(完成IPPA报告), we will identify potential options and opportunities that will improve returns and accelerate capital/equity growth.

时间轴

Typically within 10-20 days of first contact / conversation.

客户端角色

编制并提供网赌正规真人实体在线平台收益的收购, 收入/费用, 税收基础, 贷款信息.

投资物业概况报告(ippa)

Reallocation options of invested capital (equity) are examined.

The first alternative analyzed focuses on a cash-out refinance scenario utilizing the available “pulled” net proceeds for reinvestment into a new property-(s). The cumulative returns of the current property-(s) with new loan-(s) PLUS the new property-(s) are compared to the current as-is situation. The second alternative analyzes the option of selling existing property-(s) and reinvesting the total net sale proceeds. 再一次, a comparison is made between the proposed new property-(s) and the current as-is situation.

A comparison is then made between the refinance and reinvest, and the sell and reinvest strategies. As mentioned above a combination of incorporating both strategies is also analyzed. The optimum allocation of invested capital (equity) is found to maximize overall leveraged returns. All relevant 税收基础, depreciation and debt/loan information is carefully examined and considered. 最后, and most importantly all strategic options analyzed and recommended are always 100% consistent with an investors goals and risk/return tolerance.

总体规划

取决于你和我们的约定类型, 我们将讨论具体的战略选择, 优点/缺点和执行每个优点的后勤/过程. A written plan/summary (including timeline) will be drafted detailing the complete scope of services Realty Yield will be providing. 

时间轴

在客户方便的时候

客户端角色

通常会问&A类讨论和/或后续会议.

战略行动

准备和执行选择的策略. We will handle every aspect of assignment - key approvals to be made by client.

时间轴

Varies upon complexity, typically 60-120 days, 1031 Exchanges can take longer to execute properly.

客户端角色

通常会问&A类讨论和/或后续会议.

持续资产管理

We highly recommend an annual review of the performance of you real estate holdings. Owning investment real estate is dynamic and things can change fast. We will complete an annual 投资物业组合分析(IPPA) to ensure your property portfolio returns are being achieved in accordance with goals, 目标和风险承受能力. 和, we will always be evaluating potential opportunities to improve returns and accelerate your wealth growth through real estate.

时间轴

季度、半年或每年 

客户端角色

客户须提供物业的营运财务资料 & 相关的. 然后，我们将与您会面，审查您的年度IPPA.