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

  • By: James Orr
  • Podcast

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

By: James Orr
  • Summary

  • Learn all about investing in real estate in San Francisco, California with a combination of real estate financial planning and modeling with numbers specific to San Francisco plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to San Francisco).
    © Real Estate Financial Planner LLC. All rights reserved.
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Episodes
  • Secrets to Getting Your First Deal Done
    Jan 10 2025

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

    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 Francisco real estate investor podcast? Book a free consultation to discuss.

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    51 mins
  • Secrets of Return on Investment
    Jan 3 2025

    Learn the secrets of return on investment for rental properties in San Francisco.

    This class is Module 16 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • What are the 4 primary areas of return on rental properties? And, what is the secondary return?
    • What time period do we typically look at for returns on rentals? How does that change from analyzing the deal to steady-state of owning the rental property?
    • What are the two types of appreciation? Is appreciation just inflation? How much might appreciation be on a typical rental property?
    • What is cash flow? What expenses does cash flow include in its calculation? How much cash flow might you see on a typical rental property? And, what can cause that number to vary... and by how much?
    • How do you think about paying down the loan on rental properties? How much might you be paying down on a typical rental property?
    • What about the tax benefits on rental properties? How much might you see in tax benefits from a typical rental property?
    • How do we account for needing reserves when buying rental properties? Do we earn returns on reserves? What might that look like on a typical rental property?
    • Looking at all the returns in terms of dollars for three distinct cases.
    • A special downloadable spreadsheet for tracking returns on all your rentals.
    • A deeper look into how good these returns are... and introducing a new way to measure returns to compare them to other investments.
    • What gets included as part of “investment” in return on investment calculations—including two unexpected components that most people miss? And, how do we deal with reserves?
    • Examples of what the return on investment might look like for three distinct cases on a typical rental property.
    • When looking at the return on investment from purchase through sale, what gets included as a cost of sale?
    • How do we calculate Net Sale Price, Profit From Sale Before Taxes, Capital Gains Taxes, Depreciation Recapture Taxes, and Profit After Taxes?
    • A look at annualized return on investment, compound return on investment and internal rate of return (IRR) for rental properties... and why you don’t need to calculate these yourself when using The World’s Greatest Real Estate Deal Analysis Spreadsheet™.
    • Why return on investment is perfect when analyzing a property you’re considering buying and when looking at how an investment performed between when you bought it and when you sold it... but why we use something completely different for properties we currently own.
    • Plus much more...

    Check out the video and additional resources related to Secrets of Return on Investment.


    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 Francisco real estate investor podcast? Book a free consultation to discuss.

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    56 mins
  • Secrets to House Hacking
    Dec 27 2024

    Learn the secrets of house hacking in San Francisco.

    This class is Module 15 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • What are the different variations of the house hacking real estate investing strategy and what are some of the pros and cons of each.
    • What are the most common ways to finance house hacking real estate investments? And what are some of the more unusual ways?
    • Is the house hacking real estate investing typically an active or passive investment?
    • How long do you typically hold house hacking real estate investments? And, why might you change that?
    • How do you typically exit a house hacking real estate investment? How does your buyer typically finance the purchase when they buy from you?
    • Is the house hacking real estate investing typically for real estate investors or real estate entrepreneurs... and what’s the difference?
    • How much money is typically required to invest utilizing the house hacking real estate investing strategy? What are some of the less common money requirements?
    • What credit is required to utilize the house hacking real estate investing strategy? And, what are some less common credit-related requirements?
    • What are the 4 primary skills required for house hacking real estate investors? And, how does one of those skills vary depending which strategy you’re utilizing.
    • Is the house hacking real estate investing actively or passively stable? And, what does that means in terms of the entire business blowing up in your face?
    • How scalable is the house hacking real estate investing strategy?
    • What is your risk exposure with the house hacking real estate investing strategy? What are some of your risks? How does that increase with certain sub-strategies?
    • How quickly do you make money with house hacking? What amount of money do you make at that interval?
    • How does one typically find deals as a house hacking real estate investor? What are some of the more unusual ways to find deals?
    • What do you use to analyze house hacking real estate investments and where to get a copy of the spreadsheet you need... for free?
    • What are the ideal market conditions for the house hacking real estate investing strategy and what is a challenging market to utilize this strategy in?
    • How accessible or available are viable house hacking real estate deals?
    • Can you utilize your retirement money to invest in house hacking real estate investments?
    • Plus much more...

    Check out the video and additional resources related to Secrets to House Hacking .


    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 Francisco real estate investor podcast? Book a free consultation to discuss.

    Show more Show less
    1 hr and 17 mins

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