A real estate planner is a professional who helps individuals and businesses make strategic decisions related to real estate investments and assets. These professionals have expertise in both real estate and wealth building, allowing them to provide comprehensive advice on how real estate fits into an individual's overall financial goals. We are trained real estate planners here at the Ryan Reynolds Team. We can help with any of the following:

Investment Strategy: Developing a real estate investment strategy that aligns with the client's financial goals and risk tolerance.

Portfolio Management: Assisting clients in managing their real estate portfolios, which may include residential or commercial properties, as well as other real estate-related investments.

Tax Planning: Providing general guidance on tax implications related to real estate transactions and ownership.  Having a qualified CPA is a critical part of bulding wealth through real estate.  NOTE:   We do not licensed accountants and do not give specific tax advice.    

Financial Analysis: Conducting financial analysis of potential real estate investments, considering factors such as cash flow, return on investment (ROI), and property appreciation.

Estate Planning: Integrating real estate into broader estate planning, ensuring smooth transfer of real estate assets to heirs or beneficiaries.  NOTE:  We are not a financial planner and can coordinate with your existing financial planner to optimize a real estate strategy for you.  

Risk Management: Evaluating and managing risks associated with real estate investments, including market volatility, property management issues, and economic factors.

Retirement Planning: Incorporating real estate into retirement planning strategies, helping clients use real estate assets to support their retirement income and coordinating with your exisiting and / or recommending professional financial planners. 

Financing Strategies: Assisting clients in developing financing strategies for real estate acquisitions, refinancing, or leveraging existing assets.

Market Trends and Analysis: Staying informed about current real estate market trends and providing insights to clients to help them make informed decisions.
Real estate planners often work closely with other financial professionals, such as financial advisors, accountants, and attorneys, to ensure a comprehensive approach to their clients' financial well-being.