what we do
We solve an existing problem. Real estate investing is complicated, capital intensive, and competitive. We simplify the process, get the right properties in front of you, and introduce strategies that you may not have even considered. We think of everything because we’ve handled everything.
We provide you with continuous access to our consulting team throughout the duration of our engagement. Each professional will focus on different aspects of the investment process and remain in constant communication with the team to ensure the best possible solutions for our clients.
Financial Advisor Consulting With a CFP® Professional
- Discussion of your personal financial goals: financial freedom, legacy planning, estate planning, passive income, early retirement, tax mitigation, etc.
- Full investment portfolio review to confirm whether real estate belongs in your portfolio.
- Risk assessment to determine your willingness and ability to assume risk.
- Creation of a financial plan with your unique real estate strategy (one property, multiple units, holding company, residential or commercial, etc.).
- What is your investment budget, and should it be scaled up or down?
- Paying cash or financing the acquisition? Collective review of the financing options, market rates, and the tradeoffs associated with the decision.
- Review the estimated monthly costs including interest, taxes, HOA fees, property insurance, property management, etc.).
- Custom models with calculations including estimated annual yields, monthly cash flow, and annual net revenue.
- Overview of tax benefits (depreciation, 1031 exchanges, deductions, capital gains, etc.).
- Review of your estate plan to determine needs, asset ownership, and beneficiaries.
“Risk comes from not knowing what you’re doing.”
– Warren Buffet
Corporate and Estate Planning Attorneys
- Personal LLC formation, allowing the property to be owned by the new entity in an effort to reduce your personal liability.
- Obtain an EIN from the IRS to allow for separate business banking and favorable tax benefits.
- Draft a standard operating agreement to help secure financing and detail the company rules, regulations, and structure.
- Discounted hourly rates to handle seller’s document preparation, buyer contract review, reviewing or adding contract amendments, etc.
- Preferred client rates available for basic estate plans, including wills, trusts, and deeds.
- Special packages for complex estate planning, including QPRTs and other complicated trust arrangements.
Certified Public Accountant
- Review of client’s previous 2 years of tax returns to identify potential tax opportunities.
- Thorough discussion with clients regarding tax benefits and implementation strategy.
- Review of the LLC and EIN to ensure the new structure complies with selected tax strategies.
- Discuss ways to generate tax deductions and track expenses going forward.
- Proforma tax savings from your real estate investment using depreciation and write offs.
- Preferred client rates for LLC bookkeeping, K-1 preparation, or tax preparation.
Icon Realty Associates
- Selection of location specific real estate options that meet your investment criteria.
- Ability to view the desired properties, either in person or virtually.
- Access to off-market properties and unique real estate transactions.
- Advice on determining an offer price and employing expert negotiation strategies.
- Email service sending newly available properties that match your criteria.
- Available to answer questions on the closing documents.
- Provide market trends, comps, and market data as needed.
Icon Property Management (long-term)
- Experienced long-term property rental management.
- Reduced monthly management fee on 1st rental property and all subsequent properties.
- Professional photography and multi-faceted marketing strategies.
- Attorney facilitated landlord-friendly lease agreements.
- Comprehensive background checks and pre-screening of all tenants.
- Access to an extensive list of preferred contractors, plumbers, electricians, handymen, etc.
- Strategic rent price reviews with continued monitoring of market prices in real time.
- Tenant communication management and a hands-on problem solving approach.
- Rent collection, disbursements, and tax form preparation.
Property Management Partners (short-term)
- Specialize in short-term property rental management.
- Dynamic pricing, targeted marketing, 24/7 tenant service.
- Access to design services to separate your property from the competition.
- Consistent and professional cleaning by trusted vendors.
- Strategic consulting solutions to improve property profitability and occupancy.
- Inspections and regular maintenance with trusted local professionals.
- Guest screening and security.
Full-service client liaison
- Ensure the highest level of customer satisfaction throughout the entire process.
- Project management from the signing of the client agreement to the closing on the property to the signing of the lease agreement.
- Facilitate communication between the client and each professional.
- Continuous monitoring of the strategy and timelines throughout the process.
- Periodic check-ins to keep client informed and up-to-date.
Preferred Lending Partner
- Collect your information and shop around for the best available rates given your situation.
- Review two financing options available for LLC ownership and cover the pros and cons of each.
- Ensure financing is obtained under your LLC entity and your loan is not subject to the due on sale clause.
- Organize and schedule a property appraisal and/or a rent schedule for the selected property.
- Address any questions about the process, lock in rates, or advise on buying down points.
- Available to discuss refinancing options allowing you to access your equity.