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Pick your niche / Niche moments
Real estate investors

10 moments for real estate investors.

Name the moment, not the job title. Each one has a hook line to open a post or video with, its ringtone (the letter, bill or date people react to before they think) and what's at stake.

  1. First rental property

    “Buying your first rental? Run the numbers on a bad year, not a good one.”
    Ringtone
    The purchase offer
    What's at stake
    Cash flow, vacancies and reserves.
  2. House hacking

    “Living in one unit and renting the others? That's how many investors start.”
    Ringtone
    A duplex listing
    What's at stake
    Owner-occupied financing and rental income.
  3. Depreciation and taxes

    “Your rental shows a loss on paper but makes money. That's depreciation, and it has rules.”
    Ringtone
    The first Schedule E
    What's at stake
    Depreciation, passive loss limits and recapture.
  4. 1031 exchange

    “Selling a rental? A 1031 exchange can defer the tax, but the deadlines are strict.”
    Ringtone
    The listing agreement
    What's at stake
    45-day and 180-day rules.
  5. Scaling with debt

    “Ten doors and a lot of leverage? Stress test for rising rates and vacancies.”
    Ringtone
    A rate reset
    What's at stake
    Leverage risk.
  6. LLC and liability

    “Holding rentals in your own name? An LLC and umbrella insurance can protect your other assets.”
    Ringtone
    A tenant injury claim
    What's at stake
    Liability protection.
  7. Real estate professional status

    “Spouse working full-time in real estate? Real estate professional status could change your taxes.”
    Ringtone
    The tax return
    What's at stake
    REPS allows deducting losses.
  8. Cost segregation

    “Bought a large property? A cost segregation study can speed up depreciation.”
    Ringtone
    The closing statement
    What's at stake
    Accelerated depreciation.
  9. Selling the portfolio

    “Ready to stop being a landlord? Selling triggers recapture and capital gains. Plan the exit.”
    Ringtone
    Tired of tenants
    What's at stake
    Exit taxes and reinvestment.
  10. Leaving rentals to heirs

    “Your rentals get a step-up in basis at death. That can change whether you sell.”
    Ringtone
    Estate planning meeting
    What's at stake
    Holding versus selling for heirs.

Make a video about one See advisors for real estate investors

General education, not financial advice. Check rules and figures against current law before you publish.