December 10, 2008 – 8:07 PM | Comments Off on Clients are saying: I do MORE!

There are what will seem like over 1,000 details between “I think it’s time to move” and “We’re finally unpacked!”
I’ll help you with more of them than any other Realtor.

What are you getting when …

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Articles in Investor Resources

Understanding Wills and Trusts
May 26, 2010 – 3:28 PM | Comments Off on Understanding Wills and Trusts
Understanding Wills and Trusts

As provided by Leonard Spoto of Asset Exchange Company :
Many of our 1031 Exchange clients hold title to their investment property in a Trust.  To understand why, it may make sense to review the basic …

Interest rates for security deposits as per the S.F. Rent Board
April 26, 2010 – 9:24 AM | Comments Off on Interest rates for security deposits as per the S.F. Rent Board
Interest rates for security deposits as per the S.F. Rent Board

Below are the interest rates up to 2/29/11 for security deposits as per the S.F. Rent Board.
New Interest Rate for Deposits

Pursuant to Chapter 49 of the San Francisco Administrative Code

3/1/10 – 2/28/11 0.9%

3/1/09 …

Last-minute strategies for year-end tax savings
December 18, 2009 – 2:15 PM | Comments Off on Last-minute strategies for year-end tax savings
Last-minute strategies for year-end tax savings

Here is the latest tax scoop from my fantastic accountant, Pat Polo.  If you’re in need of a tax professional I highly recommend his services.

Shwiff, Levy & Polo, LLP
Certified Public Accountants
Litigation Support Services
433 California …

The Reverse 1031 Exchange
October 30, 2009 – 2:15 PM | Comments Off on The Reverse 1031 Exchange
The Reverse 1031 Exchange

This is best left for the exchange pro to explain:
In a typical 1031 Exchange, a property is sold and then replacement property is acquired.  On occasion however, it may be advantageous to do the opposite; …

A few 1031 Exchange Scenarios
October 25, 2009 – 11:27 AM | Comments Off on A few 1031 Exchange Scenarios
A few 1031 Exchange Scenarios

The world of 1031 exchange is complicated.  That’s why I have Leonard Spoto of Asset Exchange Company as part of my team for my investor clients since there are so many different exchange scenarios.  A …

Cost Segregation: Accelerate Your Wealth Building
October 24, 2009 – 2:23 PM | Comments Off on Cost Segregation: Accelerate Your Wealth Building
Cost Segregation: Accelerate Your Wealth Building

Per Leonard,  a cost segregation study runs about $3,000.00-20,000.00+ and is a service that his company offers. For this study to be cost effective, he typically recommends that the property be 12 units or …

Year End 1031 Exchange Issues
October 23, 2009 – 9:07 AM | Comments Off on Year End 1031 Exchange Issues
Year End 1031 Exchange Issues

Tips from Leonard Spoto of Asset Exchange Company.  If you need a go to person to facilitate your exchange, Leonard is your guy!
Issue #1: Hidden Value in Failed Exchanges
Did you know that even if your …

What tax breaks are officially ending this year?
October 22, 2009 – 10:57 AM | Comments Off on What tax breaks are officially ending this year?

Here’s the latest e-newsletter from my fantastic accountant.  I highly recommend Pat Polo who I’ve been working with for the last 10+ years.  Not the least expensive but you don’t want to …

Depreciation: One of Real Estate’s Most Powerful Weapons
September 7, 2009 – 9:51 AM | Comments Off on Depreciation: One of Real Estate’s Most Powerful Weapons

The latest from Leonard Spoto of Asset Exchange:
Of all the benefits of owning investment real estate, one of the least understood is the benefit of depreciation.
Depreciation is a method for matching the costs of acquiring …

Trading Up in Today’s Market
July 2, 2009 – 8:53 AM | Comments Off on Trading Up in Today’s Market

I work with a diverse group of clients including investors looking to 1031 exchange into a different property.  Leonard Spoto of Asset Exchange Company is incredibly knowledgeable on the ins & outs of exchanges.  Here …

What’s Going on in the 1031 Exchange Industry?
June 2, 2009 – 9:03 AM | Comments Off on What’s Going on in the 1031 Exchange Industry?

The latest from Asset Exchange Company’s June Newsletter:
Clients have recently asked us what we are seeing in the market?  Is it still slow?  Have things been improving?  What  investors are exchanging? Some of our recent …

Owner Move in Eviction: Potential costs
May 8, 2009 – 9:11 AM | Comments Off on Owner Move in Eviction: Potential costs

There are several excellent lawyers who specialize in landlord tenant law including Robert Peterson (415-586-7460).
So, how much could an OMI run? Robert’s best/worst case scenario pertaining to expenses with OMI are as follows (per a …