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Real Estate Analysis

  1. If you are considering investing in single-property real estate versus REIT stocks, other types of stock, bonds, CDs or any other investment, we can go over the pros and cons with you.

  2. If you need information about real estate tax issues such as 1031 Exchanges or tax write-offs or tax strategies, we can connect you to our in-office CPA or other CPAs in your local area.

  3. If you provide us your mortgage details on your house or business property, we can study that information to give you an opinion regarding whether you might be able to save money on a re-finance that matches your short and long-term goals and concerns. We will refer you to mortgage-brokers in your local area to go over the pros and cons with you as well.

  4. If you are looking to sell or buy a property, we can talk to you about the pros and cons of mortgage types and refer you to some local real estate broker/agents to help you find a home or property that fits your needs.

Disclosure: We never recommend that you refinance your house to draw out money to invest. Our real estate advice is our opinion only for you to consider with your opinion and the opinion of your other professional advisors; you need to discuss your situation with your accountant, attorney, and real estate broker since we do not provide tax or legal advice, and we are not experts in your local real estate market. We do not earn any revenue when we refer you to other professionals who are not part of the LLG team, but those professionals may refer clients to us. We do not recommend any specific real estate investments that are not traded through LPL, we simply bring up issues to consider as you discuss real estate with your other professional advisors. You may lose money in any investment including real estate.

Would you like to speak to someone about a real estate analysis?

Click here to contact us, or call us toll-free at 888-854-7526.



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