International Buyers: Where, How & Why?
Today’s podcast is dedicated to international real estate for two very relevant reasons: #1 – The growing and continued trend of the globalization of real estate, and #2 – Bobbi just received her official certification as a Certified International Property Specialist (CIPS) Instructor! Since she is now fully vetted to share her expertise of the international real estate market with agents around the country – we figured our loyal listeners would appreciate the opportunity to take a lesson…
What’s Driving The Housing Shortage?
We’ve said it before that technology is changing the dynamic of every single industry and real estate is not exempt from this trend; but when you really look around trends everywhere are changing. Sometimes we believe things will reverse and return to normal (i.e. inventory will increase after the Super Bowl or when the weather gets better) but so far these trends have not proved true. Today Joe addresses dynamics behind the Bay Area’s housing…
Reverse Mortgages With Bill Benson
One thing many Bay Area seniors have working to their advantage right now is incredible amounts of equity. Joe sits down with reverse mortgage specialist, Bill Benson, to show us the ins and outs of a reverse mortgage that make retirement more comfortable for our seniors. Is the Bay Area ripe for the reverse mortgage to become a prefect option? Today’s topics include: Reverse mortgage requirements and process Negative stigmas? Are reverse mortgages still seen…
Financial Trends And Flip Opportunities With Your Investment Accounts
Sometimes it doesn’t really matter how much money you have. If you make great money but don’t invest it appropriately, you’re not really prepared for the future/retirement/getting the most out of your money. Today Mike chats with Northwestern Mutual Financial Advisor, Zach Mattos, about creating a solid financial plan using your real estate. Specific topics include: Trends in financial advising such as early withdrawal penalties and RMD’s (required minimum distributions) Post-election stock market response and…
Trusts Simplified Part II- The Two Types of Trusts
If you stopped by our blog last week, than you know that we tackled the territory of trusts with the simplest and clearest definition that we’ve presented over the years. Our expert guest & Legal Document Assistant (Independent Paralegal) Philip E. Holsworth distinctly revealed the differences you wanted and needed to know about wills and trusts. In this week’s exclusive online podcast release, Phil returns to take the discussion one step further and explore revocable…
Understanding Documentation For Financing And The Difference Between Conforming VS. Jumbo
It may initially sound boring, but understanding the documentation for financing when refinancing or making a purchase can help quell some of the frustration. In today’s podcast Joe breaks down the differences between general conforming loans and jumbo loans. He also looks at the required documentations as well as reasons why your lender needs them. Why do self-employed or retirees throw up more red flags than W-2 income earners? Also in discussion: Understanding the market…
Navigating Multiple Offers In A Rising Purchase Price Market
Living in the Bay Area you know just how hard it is dealing with real estate when prices are constantly rising. Joe explains how to navigate real estate, lending and partnerships in today’s market, especially if this is your first time going through the process. Specific topics include: Understanding why prices continue to rise Can we expect this continue or is the market peaking? Things to be concerned about that your realtor and lender may…
1031 Exchange as a Resource with Ron Ricard and Mike D’Ambrosio
Although today’s guest is well-known around the real estate community for his trainings and guesting on our podcast, the 1031 Exchange still remains an unfamiliar topic for many. Not that surprising since not even professional agents handle 1031 Exchanges on a regular basis. Mike calls up 1031 Exchange expert Ron Ricard to get more information on this tax deferring strategy. Specific topics include: What is a 1031 exchange? Like-kind assets, the 45/180 day rule and…
Trusts Simplified With Philip E. Holsworth
Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but because they don’t understand exactly what it is, why you need one and what the difference is! Today’s podcast on Real…