• Sunnyvale Real Estate Investing & Real Estate Financial Planning™ Podcast

  • By: James Orr
  • Podcast

Sunnyvale Real Estate Investing & Real Estate Financial Planning™ Podcast

By: James Orr
  • Summary

  • Learn all about investing in real estate in Sunnyvale, California with a combination of real estate financial planning and modeling with numbers specific to Sunnyvale plus syndicated, more generalized recordings of live and pre-recorded real estate investing classes (not all specific to Sunnyvale).
    © Real Estate Financial Planner LLC. All rights reserved.
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Episodes
  • Secrets of Retirement Catch-Up
    Nov 29 2024

    Learn the secrets of catching up on saving for retirement in Sunnyvale... with an emphasis on using real estate investing.

    This class is Module 11 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • What do you do if you wake up one morning and realize that you’re behind on saving for retirement? What can you do to get back on track? Or, better yet, what can you do to get ahead?
    • Where do most of us begin? What should we do as our first step? What should we try to avoid? What should we aim for ideally? And, what is the end goal?
    • Why “WHAT” you do with your money matters—especially when catching up on retirement saving.
    • The three primary buckets for catching up...
    • The bucket you can rely on the least and why you have little to no control over that bucket... but the one thing we can do to increase our chances with this bucket.
    • A simple discussion of the second bucket... and what’s one little thing—with the dirty B word—that you can do to help jumpstart your catch up.
    • What are the ways we can increase earnings to help us catch up saving for retirement?
    • A discussion on why time saving for retirement does not seem linear: it doesn’t usually take you 10 times longer to save a million than it takes to save $100K. In fact, it may only take you 3 times as long—or less... with the math proving this to be true.
    • A little trick to get that first $100K faster, easier and with less risk than you imagined
    • A discussion of the last 150 years of S&P 500 annual returns... including some surprising facts about what is normal investing in stocks.
    • How does the last 150 years of S&P 500 annual returns compare to the last 133 years of real estate appreciation? Which one is better? Why do I say that?
    • But, what about leverage? What if we leverage when investing in the S&P 500? What if we leveraged investing in real estate?
    • But, what about the 3 other areas of return with real estate investing... cash flow, debt paydown and tax benefits? How do those come into play?
    • How risky is investing in real estate for appreciation? A preview of upcoming module on risk and specifically our Risk Matrix: Appreciation to understand how likely you were to see property values increase and by how much plus how likely you were to see property values decline and by how much.
    • What might you expect to earn from an unleveraged rental property purchased for all cash? How does the return on investment vary for the same property depending on how you finance it (5% down, 15% down, 20% down, 25% down, 30% down, 40% down and all cash or 100% down). How does the return vary if you opt to utilize a vastly improved cash flow strategy like Nomad™ to Short-Term-Rentals? How can this impact your ability to catch up for retirement?
    • The briefest introduction to a future module on return on equity.
    • Plus much more...

    Check out the video and additional resources related to Secrets of Retirement Catch-Up.


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

    Show More Show Less
    55 mins
  • Secrets of Nomad™ Real Estate Investing
    Nov 22 2024

    Learn the secrets of the Nomad™ real estate investing strategy for Sunnyvale real estate investors.

    This class is Module 10 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • What are the different variations of the Nomad™ real estate investing strategy and what are some of the pros and cons of each.
    • What are the most common ways to finance Nomad™ real estate investments? And what are some of the more unusual ways?
    • Is the Nomad™ real estate investing typically an active or passive investment?
    • How long do you typically hold Nomad™ real estate investments? And, why might you change that?
    • How do you typically exit a Nomad™ real estate investment? How does your buyer typically finance the purchase when they buy from you?
    • Is the Nomad™ 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 Nomad™ real estate investing strategy? What are some of the less common money requirements?
    • What credit is required to utilize the Nomad™ real estate investing strategy? And, what are some less common credit-related requirements?
    • What are the 4 primary skills required for Nomad™ real estate investors? And, how does one of those skills vary depending which strategy you’re utilizing.
    • Is the Nomad™ 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—in terms of net worth—is the Nomad™ real estate investing strategy? What level of net worth is it typically associated with?
    • What is your risk exposure with the Nomad™ 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 Nomad™? What amount of money do you make at that interval?
    • How does one typically find deals as a Nomad™ real estate investor? What are some of the more unusual ways to find deals?
    • What do you use to analyze Nomad™ real estate investments and where to get a copy of the spreadsheet you need… for free?
    • What are the ideal market conditions for the Nomad™ real estate investing strategy and what is a challenging market to utilize this strategy in?
    • How accessible or available are viable Nomad™ real estate deals?
    • Can you utilize your retirement money to invest in Nomad™ real estate investments?
    • Plus much more...

    Check out the video and additional resources related to Secrets of Nomad™ Real Estate Investing.


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

    Show More Show Less
    1 hr and 18 mins
  • Secrets of Asset Protection
    Nov 15 2024

    Learn the secrets of asset protection for Sunnyvale real estate investors.

    This class is Module 9 of 46 in a series called Real Estate Investing Secrets.

    Topics covered in this module include:

    • My top 10 asset protection tips for real estate investors that you’d be a fool to ignore.
    • The importance of getting bespoke legal advice and why you should never rely on free advice from articles, classes, podcast episodes and forum discussions for your unique situation.
    • What happens if someone sues you when you own a rental property... understanding your risks. What if you own more than one property? How does this change when you own the property in an LLC? What happens if the tenant “wins” the lawsuit?
    • What’s a common setup that asset protection attorneys might recommend for real estate investors... maybe even recommend for you?
    • What might real estate investors utilizing the Nomad™ real estate investing strategy progress through for asset protection... plus the downsides.
    • Why language like “sharks don’t get cancer” can be dangerous for real estate investors and the importance of critical thinking.
    • Why you should never rely on your adversaries being incompetent as an asset protection strategy.
    • What exactly does the “Due on Sale” clause say? You’ll finally read it and understand what it says because I’ll read it to you and discuss it.
    • Why “I’ll just transfer it back” is not a viable strategy if a lender enforces the due on sale clause... I’ll read you the section where this applies too.
    • An introduction to the risk matrix... which you’ll learn more about in the risk module.
    • A clever way to use insurance premiums as a proxy for measuring how risky something is.
    • Evaluating the cost and value you get from auto insurance, property insurance and umbrella insurance for asset protection with actual insurance numbers.
    • Just how risky doing your own work as a handyman/contractor on your rental properties is... with numbers to back it up.
    • Why it is important to realize that you don’t know what you don’t know to properly deal with asset protection for real estate investments.
    • How property equity relates to how much asset protection you need... and what may be a controversial conclusion.
    • The importance of not doing stupid stuff.
    • Plus much more...

    Check out the video and additional resources related to Secrets of Asset Protection .


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

    Show More Show Less
    1 hr and 24 mins

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