Join Tom Dickson as he shares the lessons he and his wife have learned from 33 years of buying and managing multi-family and commercial properties. The lessons include lease terms that made and cost them money, the pros and cons of partners (and what lawyers cannot help you with!), renting in today’s online world, their experience with renting an Airbnb unit, managing cash-flow and maintenance, the1031 exchanges they are considering and a financing strategy that was a game-changer for their family.
You should attend if:
- You or your clients invest in real estate
- You want to learn how to model potential real estate investments in Excel
- You want to learn some hard-earned lessons for buying and managing property
*CE Eligible: One CE credit will be submitted to the CFP Board on behalf of attendees. Complete certificates are also provided to attendees for self- reporting for those with American College designations (CLU, CHFC and RICP) and NAPFA members.
*CPE Eligible: Participants will earn 1 CPE credit and will receive a completion certificate for self-reporting their credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.