Rental properties are often one of the largest—and least analyzed—assets your clients own. In their first session, Dan Williams and Todd Swanson introduced a powerful framework to help advisors evaluate rental real estate more effectively. Now, they’re back for a deeper, more advanced dive into how financial advisors can move from awareness to action.
This follow-up webinar is designed for advisors who want to go beyond basic evaluation and start delivering high-impact, strategic guidance around rental properties—helping clients make better decisions, reduce risk, and improve long-term outcomes.
What This Advanced Session Will Cover
- From “Hobby Landlord” to Strategic Decision-Maker
- Building on the initial framework, Dan and Todd will show you how to guide clients through real-world decisions using structured analysis—not guesswork or outdated assumptions.
- Pressure-Testing Property Performance
- Go deeper into evaluating rental properties using refined metrics and scenario modeling. Learn how to identify when a property is quietly underperforming—even if it appears “fine” on the surface.
- Advanced Use of the Rental Property Worksheet
- Take the Schedule E framework further by uncovering patterns across multiple years, identifying red flags in repairs and vacancy, and spotting missed tax opportunities that can materially impact returns.Cash Flow Optimization Strategies
- Explore how financing structures, re-amortization, and capital positioning can dramatically improve (or quietly erode) a property’s performance—and how to quantify those changes for clients.
- Market Selection: Matching Strategy to Geography
Move beyond general market commentary and learn how to align property location with client goals—whether that’s income, stability, or long-term growth—while factoring in maintenance trends, housing stock, and local dynamics.
Navigating Regulatory and Insurance Headwinds
Dive deeper into the growing challenges landlords face, including rising insurance costs and shifting regulations.
Dan Williams is a mortgage lending professional with San Diego Lending who specializes in helping homebuyers, homeowners, and real estate investors navigate financing strategies with clarity and confidence. With extensive experience in residential lending and investment property financing, Dan works closely with clients and financial professionals to deliver customized mortgage solutions designed to support both personal and long-term investment goals.
Todd Swanson is a Certified Mortgage Planning Specialist who has been helping clients navigate the home financing process since 2006. With extensive experience assisting first-time homebuyers with conventional and FHA loans—and a special focus on VA loans stemming from more than 20 years in the Marine Corps Reserve—Todd also serves as a licensed Real Estate Agent, helping clients find and finance their ideal homes in the San Diego area.