ArticlePortfolio & AI tools
Insurance review for a rental-management business
Separate the management business, the property owner and the work performed, then review actual insurance terms with a licensed professional.
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9 posts
ArticleAccounting & taxes
Plan a 1031 swap
Prepare the property, taxpayer, proceeds, calendar and tax records for qualified review before committing to a like-kind exchange.
ArticlePortfolio & AI tools
Plan a cash-out loan
Reconcile the cash you would actually receive, compare the replacement debt and keep the use of withdrawn funds documented. A property valuation...
ArticlePortfolio & AI tools
VA-backed loans and rental plans: review occupancy and entitlement
Start with the actual borrower, home, loan type and occupancy plan. Renting an approved part of a home you occupy raises different questions from...
ArticleLeases & renewals
Plan a furnished or mid-term rental without skipping the lease
Define the occupancy, term, furnishings, services, and turnover costs. A travel assignment or corporate booking still needs a rental arrangement...
ArticleRent & payments
Rent receipts and proof of payment: record the right facts
A receipt should identify the payment and how it was applied. Keep payment confirmation, bank settlement, the rent ledger, and an official...
ArticleTenant screening
Screening documents: authenticity, portable reports, and privacy
Verify information through a consistent process and protect sensitive documents. Unfamiliar income, foreign records, or limited credit history...
ArticleRent & payments
Review unpaid rent
Before referring a rental balance to anyone else, assemble an accurate file. A collection referral should not be an attempt to outsource...
AnswerGetting started
Plan rental service fees
Property managers may charge a percentage of rent, a fixed fee and separate service charges. Compare the same property and workload using the...