Real Estate Advisory for Lifestyle & Tax Optimization

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Our flagship advisory service helps clients design a complete investment strategy before acquiring assets.

Includes:

• Deep understanding of your current vs. desired lifestyle (analysis of  income, investments, tax rate, and time constraints)
• Lifestyle Investment Vacation Experience (LIVE) Market Home Analysis
• Short-term rental gross income comparisons based on real market data 
• Return on investment (ROI) analysis tailored to your goals 
• Access to a local market power team (agents, lenders, cleaners, managers, maintenance, and more) 
• Strategic use of the short-term rental tax “loophole” to help reduce your overall tax burden 
• End-to-end acquisition, setup, and management guidance 

For investors seeking continuous guidance and diversification outside of their first Lifestyle Investment Vacation Experience (LIVE) Home, we offer ongoing real estate portfolio advisory services focused on cashflow, optimization and strategic growth.  Lifestyle Real Estate Investment strategies including:

•  Long-term rental properties 
•  Real estate syndications 
•  Private lending investments
•  Leveraging untapped home equity to acquire income-producing assets 
•  Professionally managed real estate investment funds 

We invest and partner alongside our clients, expanding our own portfolio while creating opportunities for investors in our network. Our team structures and guides clients through a range of real estate investment opportunities, including: 

• Equity Partnerships
• Joint Ventures
• Direct Real Estate Lending
• Real Estate Debt Investments

We provide operational support for:

• Short-term Rental launch and optimization
• Property Design
• Management System Design and Automation
• Guest Experience Design and management
• Short-term rental co-hosting
• Long-term rental property management