Start Living The Dream Life Your Real Estate Helped to Build

Marry your investment real estate with the rest of your finances to create your own integrated family business plan.

As a successful real estate investor and smart saver, your goal is to travel, spend time with family, and to live the dream life you worked so hard to build!

But if you’re like many of the people who call us, you probably feel like you can’t step away, don’t like any of the options you have seen, and maybe even feel held hostage by maintaining properties, managing tenants or property managers, or the threat of big taxes if you make a change.

As a successful real estate investor and smart saver, your goal is to travel, spend time with family, and to live the dream life you worked so hard to build!

DOES ANY OF THIS SOUND FAMILIAR?

Instead of living your dream life, there’s a decent chance that:

You’re frustrated with the time and effort you still spend on your investment real estate, and you are wondering when you will get to start living the dream life that made you want to pursue real estate in the first place.

You’re trapped by the successful real estate investments you have built and feel like they are holding you hostage.

You’re annoyed with the feeling that you need to change your real estate investments so they aren’t so dependent on you, but the complexity of making that happen has led to procrastination.

You’re worried about what would happen with your investments if something were to happen to you and whether or not your spouse or heirs would be able to hold it all together.

You’re discouraged that you are spending countless hours researching ways to move forward, but everything you find either seems like some kind of ‘get rich with real estate’ scheme or feels way too complicated to execute.

You’re anxious that the wave of tenant-favored law changes sweeping the country will threaten the ability for your real estate to support the dream life you have worked so hard to build.

After more than 20 years helping clients - and talking to thousands of families representing more than $5B in real estate assets - we know exactly what you’re dealing with!

We have spent hundreds of hours working through how to help people in your situation, and we have found the process we believe works the best.

It isn’t house-hacking, short term rentals, refinancing, BRRR, traditional 1031 exchange, or any of the other viral ideas you might be hearing about on social media.

Sure those can be great ideas and decent ways to strive to build wealth, but at your point in the real estate game, this process is actually about taking a step back and looking at the whole picture.

See many real estate investors we talk to can fit into one of three categories:

1. I’m listing a property, or already have one under contract or sold, and I need help replacing it with something more passive.

2. Everything I have is in real estate. Some of the properties I have are great, but there are a few that are absolutely killing my dream life.

3. I have done well by focusing on my real estate and have a sizable portfolio of properties, but I also have some traditional retirement assets that I have someone handling or might even be an afterthought.

(Keep in mind which sounds most like you)

The real problem here isn’t toilets, tenants, trash, termites, property managers, or state and local laws…

Those are all just smaller problems caused by the real problem underneath it all:

ISOLATION

Looking at each property on its own - or even looking at all of your real estate on its own - without looking at how it interacts with the rest of your financial life can lead to all sorts of problems (including those we listed above).

Properties by themselves are just assets. Giving them a specific job to do turns them into investments. For many of you, the properties you own are meant to be investments, but they really act more like assets that are just part of your overall “household business.” Neglecting to treat them as important parts of the whole is a recipe for frustration, annoyance, and that feeling of being trapped by properties that are killing your dream life.

THE MISSING INGREDIENT AT THE HEART OF SOLVING THESE PROBLEMS IS AT THE CENTER OF OUR PROCESS:

LEADERSHIP

In our experience, there is a 3-part process that you must follow to coordinate and integrate your real estate into your household finances in a way that is intended to support - and not interfere with - your dream life. Our goal is to come alongside you and lead you through this process.

Purpose. Planning. Portfolio.®

1. Purpose.

First you have to step back and picture the dream life that got you into real estate in the first place.

What life goals did you think real estate investing would help you to accomplish?
Which things are still relevant today?
Which ones need to change or be modified?

Many of the people we talk to have trouble thinking of what this dream life would look like, so here’s an exercise to get you started:

Close your eyes and picture answers to the following four questions:

Where do you want to be?
Who do you want to be there with?
When do you want to be there/how soon?
What’s important to you about how you get to this point?

For many clients answers to these questions sound like: “travel”, “family”, “as soon as possible”, etc.

Once you have a good idea about what this Purpose looks like, we can move on to Step 2.

2. Planning.

Our planning process for real estate investors involves several core elements that seek to ensure that all of your assets and investments are working together as a “household business” of sorts to pursue your Purpose.

Without being able to plan for - and coordinate - all of these areas to pursue your Purpose, there is a significant risk that some of your assets may be pulling one way, while others are pulling another.

Finally, without considering what you want your lifestyle to look like in the midst of all this planning, there is also a risk of you working your tail off to keep up with a portfolio of real estate properties that has you working for them rather than them working as part of your “household business” in pursuit of your Purpose.

3. Portfolio.

With careful planning and coordination of all of the relevant elements of your “household business” a portfolio of suitable financial investments, tax strategies, and portfolio solutions has the chance to reveal itself.

The only thing left to do is to put it into action, and periodically make sure that everything is on track. This will take some ongoing maintenance to make sure that when life changes, strategies do too.

Three Generation Family Walking On Beach

This is why we developed three different paths to meet you at your starting point.

Schedule a Call

9-1-1 1031

I’m listing a property, or already have one under contract or sold, and I need help replacing it with something more passive.

Property Minesweeper

Most of what I have is in real estate. Some of the properties I have are great, but there are a few that are absolutely killing my dream life.

Dreamweaver

I have done well by focusing on my real estate and have a sizable portfolio of properties, but I also have some traditional retirement assets that I have someone handling or might even be an afterthought.

This process seeks to help you:

Stop Laboring and Start Living

Leave behind the property grind with confidence that everything won’t fall apart just because you decided to take a vacation.

Escape the Hostage Mentality

Learn to love your investments again by upgrading your strategies so you no longer feel like a “slave to your own creation”.

Escape the Hostage Mentality

Make your household finances run like clockwork by taking advantage of the power of planning and coordinating all of your investments and strategies to work toward your Purpose.

Become Your Family Champion

Stop worrying about whether everything would disintegrate if something were to happen to you, and have confidence in your financial strategies for your loved ones without you having to run everything.

Future-Proof Your Finances

Overcome the risks involved with being a landlord by designing cutting-edge strategies designed to elevate your real estate investments beyond the influence of local legislative whims.

Save Time and Effort

Use our meticulously crafted, done-with-you process to pursue your dream life quickly, freeing up your valuable time to focus on what truly matters - Living Your Purpose!

SO HOW DOES ALL THIS WORK?

9-1-1 1031

Property Minesweeper

Dreamweaver

9-1-1 1031

9-1-1 1031 is our quick reaction program to help you if you have a property listed, under contract, or are already in the 45 day ID window on a 1031 exchange.

We will lead you through the Purpose conversation and make sure that we understand fully what we are trying to accomplish together. We will also make sure that we understand what the big picture looks like from a Planning perspective while prioritizing certainty of close for the exchange that is already in motion.

Property Minesweeper

The Property Minesweeper program is built for real estate investors who have most of their net worth deployed in real estate. Like many of the people we talk to, you probably have some properties that are performing well and make your life easy. You probably also have some of those headache or “landmine” properties that may be underperforming and making your life difficult. For many investors, it may be difficult to tell which is which. It is also fairly common to find that one or several properties isn’t performing quite as well as you may have thought.

Property Minesweeper is our program to analyze each of your properties and to grade the performance of each property against conservative investment real estate benchmarks.

Through this process, we aim to give you clarity as to which of your properties are doing well, and which ones may be hidden landmines. We will also guide you through the Planning necessary to coordinate your investments into an integrated Portfolio, so you can be free to pursue Living Your Purpose.

Dreamweaver

Dreamweaver is a done-with-you process that we have used to implement all of the elements necessary to integrate clients’ real estate into their “household business” to strive to support their Purpose for years to come.

We have identified the exact steps to take to turn assets into investments that are coordinated and integrated with your whole Purpose in mind. It involves planning for all of the areas where Life meets Wealth.

Dreamweaver is complete process of all the elements of planning necessary to integrate your real estate and other financial assets into a customized strategy geared with one thing in mind:

HELPING YOU TO LIVE YOUR PURPOSE!

Schedule a Call

Frequent Questions & Concerns

In our many years of helping clients to pursue their Purpose, we have seen occasional obstacles people have. You may find your questions below.

I’m not interested in any solutions that mean giving up control over my real estate.

This is understandable. It’s one of the many things that makes real estate investors unique. The questions to ask yourself are how much control you really have, and if that control is a net benefit or not. Total control also means total responsibility for the property, improvements, tenants, debt obligations… There are other potential solutions many people don’t know about. Is maintaining that control worth sacrificing your dream life? Is it at least worth a conversation?

I already know which properties are doing well and which ones are landmines. I don’t need some fancy analysis to tell me what’s what.

We see many real estate investors who feel they have a pretty good handle on how their properties are doing. We have even seen pages long spreadsheets detailing every line of income and expense. We have also seen people who thought they kept good records, but missed out on things like depreciation or other tax efficiency strategies. Finally, we would like to pose one question in response to the point above: “If you already know which properties are doing well and which ones are landmines, what is your plan to fix things, and what’s keeping you from solving things?”

I already have someone who handles my retirement accounts, I really just need someone to help me with my real estate.

This is something we hear once in a while. If this sounds like you, then take a step back for a minute and think about health and fitness. If you don’t have your diet and exercises coordinated together, what is the likelihood of reaching your goals? Finances can be the same way. It’s important to work with someone who is able to coordinate the real estate side of your financial life with the rest of your financial life so everything is pulling in the same direction toward your Purpose.

WE HAVE BEEN HELPING CLIENTS TO PURSUE LIVING THEIR PURPOSE FOR MORE THAN TWENTY YEARS. CLIENTS' NEEDS HAVE ALWAYS DRIVEN OUR DEVELOPMENT AS A COMPANY.

One such development came when a client family of ours had a several-million dollar portfolio of real estate investments in the form of a few apartment buildings. This portfolio had become a bit of a nuisance to the client, but it had appreciated so much that they were going to get clobbered with taxes if they sold them.

They felt stuck.

Their CPA had told them to just pay the taxes, reinvest what was left, and move on. They weren’t satisfied with that answer, so they asked us what to do. We dove deep and began to research what options someone might have in this situation and found some good ones.

In the end, working through our process (Purpose. Planning. Portfolio.®) allowed them to coordinate their real estate investments with the rest of their financial picture, and allowed them to defer taxes to the tune of $3 Million. More importantly, they are spending their time in ways that are enjoyable and fulfilling like skiing, horseback riding, spending time with their kids and grandkids…and not worrying about what they should do about a nuisance property with a big tax bill attached.

OF COURSE, EVERY CASE IS UNIQUE, AND THEIR SITUATION LIKELY HAS SOME DIFFERENCES WITH YOURS, BUT THE APPROACH WE TAKE AND THE PROCESS WE USE IS THE SAME. WE CAN'T PROMISE THE SAME EXACT RESULTS OF THE CLIENT WE ARE TALKING ABOUT HERE, BUT WE CAN PROMISE YOU THAT WE WILL WORK OUR TAILS OFF TO COME ALONGSIDE YOU IN PURSUIT OF YOUR PURPOSE.