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Real Estate Strategies

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TARGET
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Real Estate Investment Planning
PLAN
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achieve your goals
SCALE

Set Your Target

One of the advantages real estate investors enjoy is cash flow from their holdings. Typically, the cash flow increases as the loan to value (LTV) decreases.

At LIG, we educate our clients on smarter ways to increase their cash flow and maintain proper amounts of liquidity for capital expenditures and potential loss or reduction of rental income.

Accelerating Cash Flow

Increasing Returns on Liquid Assets

Education on Optimal Performance

Tax Advantage Opportunities

Whether you’re in the initial stage, or fully developed it is important to set proper targets.

Typically, this involves determining desired cash flow, total portfolio value, management style, and timelines to accomplish.

We can help you do this smarter.

Prepare Your Plan

Planning and Implementation

After your targets have been established, we move into the details of how to plan your approach. Starting with your real estate targets, we will further evaluate property types you have interest in, lifestyle, and financing options.

From there, we educate you on alternative strategies to enhance your liquidity.

This is our secret sauce: a much-needed, and often misunderstood aspect for a successful real estate portfolio.

We will cover the following areas:

Risk Control Measures

Cash Alternatives

Liquidity Requirements

Alternative Funding Options

Determine Your Scale

Scalability or Portfolio Maintenance

Depending on your personal real estate goals it’s likely you will fall into one of two categories. Scaling or maintaining the portfolio.

Depending on which category you fall in LIG can assist in advisory for the following areas:

Protecting Rental Income

Increasing Profitability

Scaling Smarter and Faster

Tax Advantaged Strategies

Creating Better Control

Saving You Time

Oftentimes real estate investors start off with the best of intentions but end up creating a living, breathing, animal that ends up owning them, dominating their free time, and causing unnecessary stress.

We can help protect you from predators and save you time without sacrificing your profits on real estate.

Get a Free Quote

Learn More About LIG

LIG offers comprehensive services in the life and health space, with an aim towards TOTAL protection. We would be happy to have you explore in more detail.

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This material is for general information only and is not intended to provide specific tax or legal advice or recommendations for any individual.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security or insurance product.

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