• San Diego Real Estate Investing & Real Estate Financial Planning™ Podcast

  • By: James Orr
  • Podcast

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

By: James Orr
  • Summary

  • Learn all about investing in real estate in San Diego, California with a combination of real estate financial planning and modeling with numbers specific to San Diego plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Diego).
    © Real Estate Financial Planner LLC. All rights reserved.
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Episodes
  • Secrets of Flipping Properties
    Jan 24 2025

    Learn the secrets to flipping properties in San Diego.

    This class is Module 19 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • What are the different variations of flipping properties and what are some of the pros and cons of each.
    • What are the most common ways to finance property flips? And what are some of the more unusual ways?
    • Is flipping properties typically an active or passive investment?
    • How long do you typically hold flips? And, why might you change that?
    • How do you typically exit a flip? How does your buyer typically finance the purchase when they buy from you?
    • Is flipping properties typically for real estate investors or real estate entrepreneurs… and what’s the difference?
    • How much money is typically required to flip properties? What are some of the less common money requirements?
    • What credit is required to flip properties? And, what are some less common credit-related requirements?
    • What are the 5 primary skills required for house flippers?
    • Is house flipping actively or passively stable? And, what does that means in terms of the entire business blowing up in your face?
    • How scalable is house flipping?
    • What is your risk exposure with flipping properties? What are some of your risks? How does that increase with certain sub-strategies?
    • How quickly do you make money with flipping houses? What amount of money do you make at that interval?
    • How does one typically find deals as a house flipper? What are some of the more unusual ways to find deals?
    • What do you use to analyze flips?
    • What are the ideal market conditions for flipping properties and what is a challenging market to utilize this strategy in?
    • How accessible or available are viable flip deals?
    • Can you utilize your retirement money to flip houses?
    • Plus much more...

    Check out the video and additional resources related to Secrets Flipping Properties.


    Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:

    https://RealEstateFinancialPlanner.com/spreadsheet

    Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.

    Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the San Diego real estate investor podcast? Book a free consultation to discuss.

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    1 hr and 2 mins
  • Secrets of Bookkeeping
    Jan 17 2025

    Learn the secrets to real estate investor bookkeeping and accounting in San Diego.

    This class is Module 18 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • What are the ways that real estate investors can use to keep their books (track income and expenses) for their real estate investing business?
    • What is the one tool that helps you get and stay organized and allows you to easily share and back up all your digital files?
    • How should you organize your physical/digital files to make it easier to manage the paperwork for your real estate investing business?
    • For real estate entrepreneurs dealing with seller leads, what is the recommended folder/file structure for managing all your seller property information files? How does this change if you’re doing it with physical files versus digital files?
    • Why do you insist on a specific file naming convention? And, what is that naming convention?
    • What is included in a typical Seller Property Information File?
    • How do you recommend setting up your property files for rental properties you own?
    • What is typically kept in the general folder for all properties? What about each individual property file... what do you typically keep in those?
    • What do you typically keep in each entity file?
    • How do you process digital communications (emails, calls, texts, PDFs, etc)? How do you process physical communications (paperwork, mail, bills, letters, etc)?
    • How do you set up your file system for tenants and property management?
    • How do you set up your file system for taxes?
    • What information will you need for each property to do your own taxes or to send to your accountant/CPA?
    • Do we get to deduct the entire mortgage payment? How do we get the number we can deduct?
    • Do we get to deduct the entire capital improvement? How much can we deduct under the safe harbor provision from the IRS?
    • How much can we write off for each mile traveled associated with our real estate investing business?
    • Plus much more...

    Check out the video and additional resources related to Secrets to Bookkeeping.


    Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:

    https://RealEstateFinancialPlanner.com/spreadsheet

    Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.

    Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the San Diego real estate investor podcast? Book a free consultation to discuss.

    Show more Show less
    57 mins
  • Secrets to Getting Your First Deal Done
    Jan 10 2025

    Learn the secrets to getting your first real estate investment deal done in San Diego.

    This class is Module 17 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • A 90-day plan to buy your first rental property.
    • Why there is nothing difficult to do in the real estate investing business and why it is really all about 1 critical skill that anyone can acquire regardless of age, gender, race or income.

    The resources you need—and we provide as part of the course—for:

    • Determining your real estate investing strategy
    • Understanding your market
    • Managing your rental properties
    • Setting up your asset protection plan with your attorney
    • Achieving financial independence and catching up on saving for retirement
    • Selecting your key dream team member who will refer you to your other dream team members
    • Who should be part of your dream team and why
    • Coming up with or eliminating the need for a down payment
    • The Core Skills required for real estate rentals
    • Financing your rental properties
    • Comparing lenders and mortgages to find the optimal financing for you and your strategy
    • Buying down mortgage interest rates to improve cash flow
    • Understanding the four primary returns on rental properties and the secondary return
    • Analyzing rental properties using The World’s Greatest Real Estate Deal Analysis Spreadsheet™ including single family homes, condos, townhomes, duplexes, triplexes, fourplexes and commercial properties with 5+ units
    • Minimizing rental properties expenses and maximizing rental property income to optimize cash flow
    • Understanding the paperwork to buy and sell real estate
    • Completing your inspection, due diligence and appraisal while under contract to buy the property
    • Understanding and optimizing insurance for your real estate business
    • Determining if you’re over-paying for a property or if you’ll get the price you expect when selling a property
    • Understanding the silent killer of rental properties and how to avoid it
    • Buying a new construction property as an investment
    • Setting up and managing your bookkeeping and accounting for your rental property and real estate investing business
    • Understanding the risks associated with investing in real estate and to how to mitigate some of the risks and completely eliminate some of the other risks
    • Evaluate whether you should sell or refi a property you own using return on equity
    • Deferring taxes on property sales using a 1031 tax-deferred exchange
    • Minimizing and optimizing taxes as a real estate investor
    • Achieving financial independence using real estate
    • Plus much more...

    Check out the video and additional resources related to Secrets to Getting Your First Deal Done.


    Free Real Estate Deal Analysis Spreadsheet: Download a copy of the newest version of The World's Greatest Real Estate Deal Analysis Spreadsheet™ by going to:

    https://RealEstateFinancialPlanner.com/spreadsheet

    Improve Cash Flow: Book a consultation to improve cash flow using our proprietary 88 cash flow improving strategies.

    Real Estate Agent & Lender Collaborators: Interested in collaborating with us on the San Diego real estate investor podcast? Book a free consultation to discuss.

    Show more Show less
    51 mins

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