Note Queen: Owner Financing Strategies

Landlords often feel stuck. They don't want the grind any more, but they're not about to write the IRS a whopping check at closing, giving up a third of what they've built.

There are a few Mom 'n' Pop landlords that plan all along to turn their rentals into notes (via seller financing) later in life... it is their primary retirement plan.

But most never get the memo... that have NO IDEA that the "Installment Sale" very likely provides the answer they're looking for:

Defer capital gains... stretch the tax bill over decades
Greatly increase net income for retirement
Leave a great inheritance
Quit dealing with rising costs for property taxes, insurance and maintenance

Most find quiet relief when they take the time to consider this option, something I'm calling:

The Landlord Liberation Method.

If you own rental properties free and clear, and you're only hanging on because you can't stomach the tax hit, let's talk and see if seller financing is right for you.

https://calendly.com/dawn-rickabaugh/seller-financing-exploration

If it is, then we'll rope in your CPA, attorney and the rest of your trusted advisors for fine tuning and precise planning.

Credit card debt has gone vertical, private credit and the bond market are uncomfortable unknowns, and FHA loans are allegedly sitting at default rate of 12%+... foreclosures will likely be on the rise later this year,

Maybe an economic crash can be pushed out for a couple more years??... maybe it's best to be prepared for tougher economic times starting now...

Batten down the hatches, stop the financial leaks in your boat and find ways to turn your passions into a business that provides extra income independent of your W-2, social security and pensions.

Or start taking charge of your own investments so they work harder for you and spin off more cash flow and/or appreciation so you actually have a shot at keeping pace with inflation.

Don't let someone/some institution be in charge of 100% of your financial future.

Yes, I could open a fund, capital raise and run a bigger ship, but that has to be done very carefully... I've seen too many operators get too far over their skiis, which ends up badly all around.

I prefer to remain a boutique investor, real estate & note professional and work with other everyday people who want to work with someone they trust as they invest in notes secured by real estate in a simple, straightforward manner.