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Portfolio Review

Designed for the Intermediate Level Investor looking to increase their portfolio efficiency & continue to grow

Start Time:

End Time:

While many of our teaching and mentoring programs are geared towards beginner investors, we also offer mentoring and training's for those investors who have started their real estate portfolio's already. Typically, this investor would own 2-5 homes and want to learn how to continue to grow their portfolio holdings or learn how to more effectively manage their existing assets.

For the investors looking to grow, we analyze their current real estate holdings for leverage opportunities and help them implement strategic financial tools to assist in the growing of their assets. For the investor looking to create more efficiencies within their current portfolio, we look at your vacancy rates, expenses, improvements, rents, NOI and overall portfolio to squeeze more profit and have the portfolio operate smoother. This program can be as small as the analysis of an individual project all the way up to a complete portfolio review.

With this package, we also team up with other local investors for individual one-on-one meetings to get more expert input. Since the investors who use this service already have a base level of knowledge, it's critical that we dive deeper into the investment world to explore all the options available. In addition to meetings with other investors, we team up with local lenders, both of traditional money and hard money, to ensure you're utilizing the best option at hand for your goals.

Our initial 30 minute set up call is risk free and at no charge to you! Once we get a feel for what it is you need, we send you a no obligation preliminary proposal for you. The best part of this is that it's all customized to your needs!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

Some of the main topics covered:

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

Portfolio Review

Designed for the Intermediate Level Investor looking to increase their portfolio efficiency & continue to grow

Start Time:

End Time:

While many of our teaching and mentoring programs are geared towards beginner investors, we also offer mentoring and training's for those investors who have started their real estate portfolio's already. Typically, this investor would own 2-5 homes and want to learn how to continue to grow their portfolio holdings or learn how to more effectively manage their existing assets.

For the investors looking to grow, we analyze their current real estate holdings for leverage opportunities and help them implement strategic financial tools to assist in the growing of their assets. For the investor looking to create more efficiencies within their current portfolio, we look at your vacancy rates, expenses, improvements, rents, NOI and overall portfolio to squeeze more profit and have the portfolio operate smoother. This program can be as small as the analysis of an individual project all the way up to a complete portfolio review.

With this package, we also team up with other local investors for individual one-on-one meetings to get more expert input. Since the investors who use this service already have a base level of knowledge, it's critical that we dive deeper into the investment world to explore all the options available. In addition to meetings with other investors, we team up with local lenders, both of traditional money and hard money, to ensure you're utilizing the best option at hand for your goals.

Our initial 30 minute set up call is risk free and at no charge to you! Once we get a feel for what it is you need, we send you a no obligation preliminary proposal for you. The best part of this is that it's all customized to your needs!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

Some of the main topics covered:

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

Portfolio Review

Designed for the Intermediate Level Investor looking to increase their portfolio efficiency & continue to grow

While many of our teaching and mentoring programs are geared towards beginner investors, we also offer mentoring and training's for those investors who have started their real estate portfolio's already. Typically, this investor would own 2-5 homes and want to learn how to continue to grow their portfolio holdings or learn how to more effectively manage their existing assets.

For the investors looking to grow, we analyze their current real estate holdings for leverage opportunities and help them implement strategic financial tools to assist in the growing of their assets. For the investor looking to create more efficiencies within their current portfolio, we look at your vacancy rates, expenses, improvements, rents, NOI and overall portfolio to squeeze more profit and have the portfolio operate smoother. This program can be as small as the analysis of an individual project all the way up to a complete portfolio review.

With this package, we also team up with other local investors for individual one-on-one meetings to get more expert input. Since the investors who use this service already have a base level of knowledge, it's critical that we dive deeper into the investment world to explore all the options available. In addition to meetings with other investors, we team up with local lenders, both of traditional money and hard money, to ensure you're utilizing the best option at hand for your goals.

Our initial 30 minute set up call is risk free and at no charge to you! Once we get a feel for what it is you need, we send you a no obligation preliminary proposal for you. The best part of this is that it's all customized to your needs!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

Some of the main topics covered:

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

Portfolio Review

Designed for the Intermediate Level Investor looking to increase their portfolio efficiency & continue to grow

Start Time:

End Time:

While many of our teaching and mentoring programs are geared towards beginner investors, we also offer mentoring and training's for those investors who have started their real estate portfolio's already. Typically, this investor would own 2-5 homes and want to learn how to continue to grow their portfolio holdings or learn how to more effectively manage their existing assets.

For the investors looking to grow, we analyze their current real estate holdings for leverage opportunities and help them implement strategic financial tools to assist in the growing of their assets. For the investor looking to create more efficiencies within their current portfolio, we look at your vacancy rates, expenses, improvements, rents, NOI and overall portfolio to squeeze more profit and have the portfolio operate smoother. This program can be as small as the analysis of an individual project all the way up to a complete portfolio review.

With this package, we also team up with other local investors for individual one-on-one meetings to get more expert input. Since the investors who use this service already have a base level of knowledge, it's critical that we dive deeper into the investment world to explore all the options available. In addition to meetings with other investors, we team up with local lenders, both of traditional money and hard money, to ensure you're utilizing the best option at hand for your goals.

Our initial 30 minute set up call is risk free and at no charge to you! Once we get a feel for what it is you need, we send you a no obligation preliminary proposal for you. The best part of this is that it's all customized to your needs!


Plug the Holes, Fill the Barrel

Our step-by-step guidebook for Beginner & Intermediate Real Estate Investors.

We took our decades of experience and rolled it all into this easy to read book that you can reference for years to come!

Some of the main topics covered:

  • Setting short and long term realistic financial goals and targets for real estate investing

  • Examining real estate properties for their investment viability

  • Running true complete cash flows with an easy to use formula

  • Analyzing your portfolio as a whole, as well as per asset, to account for appreciation, cash flow, principal pay down, tax benefits and leverage opportunities

  • Examining depreciation, recapture & taxes

  • Utilizing various financial tools to reduce cash needed to invest

  • Leverage strategies to grow your portfolio utilizing HELOC’s, Cash-out refinances, partnerships and various other methods

  • Exit strategies for how to retire on your terms when you want

  • Economic factors and variables that can impact your portfolio such as supply & demand, inflation and interest rates

  • Time management to create portfolios that run with limited time involved and create passive income and wealth

  • Financial terms, ratios and calculations such as Net Operating Income, Debt to Income ratios & Cap rates

  • Managing your tenants, by effective qualifying and management, as well as creating efficiencies within your repair and maintenance funds

  • Planning and saving for capital expenditures & improvements

  • Full investor examples from start to finish

PLUG The Holes FILL The Barrel_E-book.jpeg

‘Plug the Holes, Fill the Barrel’ is the antidote to the drudgery of saving for 40 years only to wonder if those savings will last through retirement. Intended to be the go-to real estate textbook for novice and beginner investors, this quick-start guide teaches the ABC's of building wealth and financial freedom with real estate investing, while offering practical explanations, tips and examples that you won't find elsewhere.

 

Jason breaks down complex topics that may seem daunting to the beginner investor, from principle & interest payment strategies, to financing options, to effectively selecting the best investment properties in various markets. He answers common questions with practical guidance, like how to build a network when you’re just starting out, accurately forecasting cash flow, leverage properties you already own to maximize future earning potential, and much more. He also delves into the less commonly discussed challenges specific to investing in rental properties, like effective property management techniques, red flags and must-haves of leases, and qualifying and managing your tenants in a way that creates efficiencies, reduces vacancy and increases cash flow.

Beyond simply providing a top-level guide of creating wealth and passive cash flow, this step-by-step playbook offers an in-depth look at every aspect of the investment process. Dripping with real world examples, this book demystifies ubiquitous investor “rules” and addresses common concerns like understanding market analysis, the BRRRR strategy, real estate vocabulary terms and financing options and investing calculations. The text examines all styles of residential real estate investing, including single family and attached homes, and includes detailed explanations of various investment strategies, leverage, profit measurements and creative ideas that can teach you the way of the pros. The author also includes those often overlooked, but critical, topics such as taxes, capital gains, depreciation, depreciation recapture and 1031 exchanges.

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