My notetaker finally joined the weekly call!
Here's the PML Coffee Break. February 10 Recap
Good conversation during this week’s PML Coffee Break. Sharing a quick recap for anyone who could not make it.
Self Directed IRAs and 401(k)s
We talked through the real world pros and cons of using self directed retirement accounts for real estate. That included reporting requirements, when loans are allowed, and how people think about flexibility and tax considerations when these accounts are used correctly.
Property Management Challenges and Best Practices
Several people shared experiences with property managers. Everything from poor communication to lack of oversight. A common theme was the importance of staying involved, conducting regular inspections, and setting clear expectations rather than assuming someone else will care for your asset the way you do.
Regulatory Considerations Around Capital Conversations
We discussed how nuanced securities regulations can be and why being thoughtful about public communication matters. It was a good reminder that education and compliance need to go hand in hand.
Exploring Business Acquisitions
I shared that I am spending more time exploring business acquisitions as an alternative path. We talked through how I am approaching research and the value of learning from people who focus specifically on buying and operating businesses.
Underwriting Multifamily Deals
Kia shared her approach to evaluating multifamily opportunities, with an emphasis on conservative underwriting, understanding cash flow assumptions, and leaning on education and community before moving forward.
We host these PML Coffee Breaks every week at 11 AM Eastern. It’s an informal conversation and mostly just people comparing notes and sharing what they’re seeing. If sitting in on a future conversation would be helpful, feel free to reach out.
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My notetaker finally joined the weekly call!
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