The Free and Clear Seller Financing Purchase Strategy
The Free and Clear Seller Financing Purchase Strategy Date: October 26, 2023 Prepared For: Real Estate Investors Seeking High-Profit, Low-Risk Deals Source: REISkills.com (Brian Gibbons) & “Free and Clear Cash Machine” Principles 1.0 Executive Summary The “Free and Clear Seller Financing Purchase” is a sophisticated real estate investment strategy focused on acquiring properties with significant equity directly from motivated […]
Seller Carry Financing (Seller-Held Mortgages)
Report on Seller Carry Financing (Seller-Held Mortgages) Source: www.REISkills.com Subject: A comprehensive overview of seller carry financing, including its types, advantages, disadvantages, key document terms, and strategic considerations for investors. 1.0 Executive Summary Seller Carry Financing, also known as a Seller-Held Mortgage or Trust Deed, is a creative financing strategy where the seller of a property acts […]
The Buy-Retail-Rehab Deal Model
Strategic Analysis Report: The Buy-Retail-Rehab Deal Model Source: www.REISkills.com Subject: Comprehensive Overview of the Retail Real Estate Investment Strategy 1.0 Executive Summary This report details the “Buy-Retail-Rehab” investment model, a strategy that involves purchasing distressed properties, renovating them, and selling them to retail homebuyers. Sourced from REISkills.com, the analysis outlines a high-reward but high-effort approach to real estate investing. […]
Understanding Hard Money Loans for Real Estate Investing
Report: Understanding Hard Money Loans for Real Estate Investing Source: www.REISkills.com Executive Summary Hard money loans are short-term, private loans used primarily by real estate investors. They are characterized by higher interest rates and fees but offer significant advantages over traditional financing, including speed, flexibility, and a focus on the property’s potential value rather than the […]
Unlocking Real Estate Investment Potential with Private Lenders
Report: Unlocking Real Estate Investment Potential with Private Lenders Prepared for: Prospective Private Lenders & Real Estate Investors Source Analysis: www.REISkills.com Subject: A Strategic Framework for Partnering to Unlock Deals and Maximize Returns 1.0 Executive Summary This report outlines a powerful alternative to traditional bank financing for real estate investment (REI). The model centers on a partnership between […]
Strategy – Buy “Seller Gets a New 1st Mortgage” then Sub2 Purchase
STRATEGY REPORT: Leveraging Seller Financing for a Secure Sub2 Purchase Website: www.REISkills.com Strategy: Buy “Seller Gets a New 1st Mortgage” then Sub2 Purchase 1.0 Executive Summary This report outlines a powerful and secure real estate investing strategy that combines traditional seller financing with creative acquisition techniques. The core concept involves having the motivated seller obtain a new […]
Can I deduct PMI Private Mortgage Insurance on Schedule E?
Yes, you can deduct private mortgage insurance (PMI) premiums for a rental property. The information in the provided prompt, which states that you cannot claim a deduction for private mortgage insurance, is incorrect and refers to an outdated IRS FAQ that mistakenly applied the personal residence deduction expiration rules to rental properties. PMI for a rental property […]
IRS TC Memos (Selected)
Tax Court Rulings on Real Estate Professional Status, Passive Activity Losses, Deductions, and Hobby Losses Table of Contents Real Estate Professional Status & Passive Activity Losses Deduction Substantiation: “Ordinary and Necessary” Expenses Hobby Losses: Activity Not-for-Profit Depreciation and Basis Issues Conclusion & Actionable Insights 1. Real Estate Professional Status & Passive Activity Losses IRS.gov Reference: Passive Activity […]
Everything You Wanted To Know About SAMs: A Complete Guide to Shared Appreciation Mortgages
Everything You Wanted To Know About SAMs: A Complete Guide to Shared Appreciation Mortgages Source: www.REISkills.com Executive Summary A Shared Appreciation Mortgage (SAM) is a powerful, non-traditional financing tool where a lender provides favorable terms (like a lower interest rate or principal reduction) in exchange for a percentage of the property’s future appreciation. This guide provides […]
Mastering Newspaper & Online Ads – A Tactical Guide with Craigslist & Zillow Marketing Plan
Mastering Newspaper & Online Ads – A Tactical Guide with Craigslist & Zillow Marketing Plan Source: www.REISkills.com Module Goal: To systematically generate leads from both passive reading (FSBOs) and active advertising (“I Buy Houses” ads), including modern online platforms. Executive Summary This module teaches a dual-pronged advertising strategy: prospecting for motivated sellers who are advertising themselves (FSBOs) and attracting motivated sellers […]
Sellers: Finding Motivated Sellers
The Complete Guide to Finding Real Estate Deals Source: www.REISkills.com Program Goal: To equip real estate investors with a systematic, multi-faceted approach to finding and acquiring profitable investment properties. Executive Summary This training program provides a complete, actionable roadmap for generating a consistent flow of real estate deals. It moves beyond theory, emphasizing a disciplined, numbers-based approach […]
1031
1031 Exchange Training Report: Mastering IRC §1031 Exchanges Source: www.REISkills.com Date: October 26, 2023 Subject: Comprehensive Summary of IRC §1031 Exchange Principles, Mechanics, and Procedures 1.0 Executive Summary This report distills the key concepts from the training publication “Mastering IRC §1031 Exchanges.” Internal Revenue Code §1031 is a powerful tax-deferral tool that allows investors to exchange qualifying real […]
Low Income Housing Tax Credit Program
Training Report: www.REISkills.com Subject: Mastering the Low-Income Housing Tax Credit (LIHTC) for Real Estate Investment Date: October 26, 2023 Author: REISkills.com Analysis Team Table of Contents Introduction: The Premier Tool for Affordable Housing Investment Chapter 1: The LIHTC Mechanism – A Public-Private Partnership The Core Concept: Substituting Equity for Debt The Key Players: IRS, HUD, State HFAs, Developers, and Investors […]
Keeping Your House Out of Probate Court
Disclaimer: This report provides general information for educational purposes only and does not constitute legal advice. You should consult with a qualified attorney for advice regarding your specific situation. Introduction: Your Home, Your Legacy Your home is often your most significant asset, and naturally, you want it to pass to your loved ones smoothly according to […]
The Private Bank Concept: Leveraging Private IRA Funding for Real Estate
Executive Summary The Private Bank Concept (PBC) is a strategic financing model that enables real estate investors to source capital from private, individual retirement accounts (IRAs) rather than traditional banks or hard money lenders. This approach creates a symbiotic relationship between an active investor (the “Funds Seeker”) and a passive capital partner (the “Silent Lender”). By utilizing […]
Buyers in Real Estate Investing
Buyers in Real Estate Investing Source: www.REISkills.com Synthesis 1.0 Executive Summary Understanding the landscape of buyers is fundamental to success in real estate investing. This report breaks down the ecosystem into two primary segments: the Types of Buyer Profiles an investor sells to, and the Acquisition Strategies & Funding Methods an investor uses when acting as a buyer. Mastering both perspectives […]
The REISkills.com Guide to Creative Financing for Real Estate Investors
The REISkills.com Guide to Creative Financing for Real Estate Investors Published by: REISkills.com Mission: To provide actionable education for building real estate wealth. Introduction: The Myth of “No Money Down” Many new investors are paralyzed by the belief that they need massive amounts of cash or perfect credit to get started. This is the single greatest barrier to entry—and […]
6 Major Ways To Profit In Quick Turn Real Estate Investing
6 Major Ways To Profit In Quick Turn Real Estate Investing Here is a clearer breakdown of each method, translating the provided definitions. 1. WHOLESALING The Simple Analogy: You’re a “finder” or a “matchmaker.” You find a deeply discounted property and sell your right to buy it to another investor for a fee. The Process: You get a property […]
California Foreclosure & Equity Purchase Investing
California Foreclosure & Equity Purchase Investing This integrated guide covers the legal, strategic, and practical aspects of purchasing distressed properties in California, with a focus on the high-risk, heavily regulated transaction known as an equity purchase. 1. The Legal Landscape: Designed to Protect Homeowners Foreclosure Process (Non-Judicial): California’s process is fast and final. After a homeowner […]
Why Owning Is Better Than Renting: Building Wealth and Stability Through Homeownership
Why Owning Is Better Than Renting: Building Wealth and Stability Through Homeownership Making the choice between renting and buying a home is a significant crossroads. While renting offers short-term flexibility, homeownership provides powerful, long-term benefits that renting simply cannot match. The decision is far more complex than comparing a monthly rent payment to a mortgage. Buying […]
FORECLOSURE INVESTING IN CALIFORNIA: A Comprehensive Guide
FORECLOSURE INVESTING IN CALIFORNIA: A Comprehensive Guide Understanding the Process, Risks, and Opportunities in Distressed Property Investment Executive Summary Foreclosure investing in California offers significant profit potential but operates within a complex legal framework designed to protect vulnerable homeowners. This report examines the entire foreclosure lifecycle, investment strategies at different stages, critical legal requirements, and […]
Equity Sharing Agreements in California
Equity Sharing Agreements in California Executive Summary Equity Sharing Agreements represent a complex financial arrangement that enables homebuyers to purchase property by partnering with investors who provide down payment capital in exchange for partial ownership and a share of future appreciation. This report synthesizes information from legal, governmental, and financial sources to provide a comprehensive […]
Forms California from FirstTuesday
firsttuesday.us is a prominent California-specific real estate publisher, and they offer a wide array of forms for purchase. Their forms are known for being tailored to California law and practice. Here are the direct links to the forms and resources on the firsttuesday website, organized according to your original checklist. Disclaimer: firsttuesday forms are proprietary and require […]
Resources for California Real Estate Forms & Reference Materials
Resources for California Real Estate Forms & Reference Materials Last Updated: November 2023 I. Official California Government & Court Portals Primary Sources California Courts – Self-Help Forms: https://www.courts.ca.gov/forms.htm California Legislative Information: https://leginfo.legislature.ca.gov/ California Department of Real Estate (DRE): https://www.dre.ca.gov/ California Secretary of State: https://www.sos.ca.gov/ II. Major Title Company Forms & Resources National Title Insurers Operating in California First American […]
Understanding Procuring Cause in California: The Key to Earning a Real Estate Commission
Understanding Procuring Cause in California: The Key to Earning a Real Estate Commission In the world of California real estate, the phrase “procuring cause” is more than just industry jargon—it is the legal and ethical cornerstone of how and why a real estate agent earns their commission. For sellers and buyers alike, understanding this concept […]
Questionnaire for Interviewing CPAs and Accountants and EAs for REI
Comprehensive CPA Interview Questionnaire for Real Estate Investors Introduction Script “Thank you for your time today. I am a real estate investor seeking a strategic tax partner, not just a tax preparer. I’m looking for someone who can provide proactive guidance throughout the year to help optimize my tax position while ensuring compliance. This conversation […]
Questionnaire for Interviewing Attorneys for Real Estate Investing (REI)
Comprehensive Real Estate Investor Legal Team Questionnaire Introduction Script “Hello, I’m [Your Name], a real estate investor building my professional team. I was referred to you by [Source] and would like to understand if your expertise aligns with my needs for sophisticated real estate investment structures and transactions.” I. ASSET PROTECTION & ENTITY STRUCTURING ATTORNEY […]
Build a Credit Rating for Personal and Business
Building Credit for Business and Personal Needs What is the best way to build new credit references business and personal? what are the best credit cards for building a credit rating? Credit for both business and personal purposes requires a dual-track strategy. They are interconnected, especially for small business owners, but should be managed separately […]
Credit Repair for Real Estate Investors
Here is a training module to equip real estate investors with a comprehensive understanding of credit reports and the do-it-yourself (DIY) process of credit repair. This knowledge is critical both for managing an investor’s own financing options and for advising potential buyers, especially those in Lease-Option scenarios. The key components of the training module cover […]
Homeowner Tax Credit and Deductions
Homeowner Tax Credits & Deductions (2025 Outlook) Source: www.reiskills.com | Report Focus: 2024-2025 Tax Years & Key 2025 Changes 1. Executive Summary The homeowner tax landscape for the 2024 tax year (filed in 2025) remains stable under the Tax Cuts and Jobs Act (TCJA). However, 2025 is a critical planning year, as major provisions are set to expire after […]