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In this video I walk you through a hypothetical scenario which follows a home buyer as they build a portfolio up to 5 investment properties - and what that looks like after holding them until retirement.
We cover how to calculate usable equity, how to avoid common structuring mistakes, and how to have the equity conversation with clients in a way that actually makes sense to them.
I’ll also give you some tips on how best to approach this from a servicability perspective.
If you want to be the broker your clients call when they're ready to build wealth – this one's for you.
In this video I walk you through a hypothetical scenario which follows a home buyer as they build a portfolio up to 5 investment properties - and what that looks like after holding them until retirement.
We cover how to calculate usable equity, how to avoid common structuring mistakes, and how to have the equity conversation with clients in a way that actually makes sense to them.
I’ll also give you some tips on how best to approach this from a servicability perspective.
If you want to be the broker your clients call when they're ready to build wealth – this one's for you.
