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Posts by Julie Phan

How to Use a HELOC to Invest in Real Estate

Many investors choose to tap into the equity of their primary home to help finance some or all of their investment purchases. A HELOC (Home Equity Line Of Credit) is secured by the equity on your home. Many lenders will offer a HELOC of up to 90% of your home’s equity. Since a HELOC is…

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Helping my Friend with his First BRRRR: Part 2 Rehab Underway!

  Rehab Underway! It has been about four weeks since my friend John closed on his first out-of-state investment property. As a reminder, his strategy is the good ol’ BRRRR method (Buy, Rehab, Rent, Refinance and Repeat). So for our method to work, our all-in investment (cash) must be less than 75% of the ARV…

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10 End-of-the-Year Tax-Saving Tips for Optometrists

Remember, tax planning occurs before 12/31, not during tax season Read below for some very important tax savings tips that my accountant recommends exclusively for Optometrists/health care professionals. (1) Delay billing for work done late in the year so that payment will be received in the following year (as long as you do not jeopardize…

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Helping my Friend with his First BRRRR: Part 1 The Analysis

For the past 2 months, I have been helping a good friend search for his first investment property. John currently resides in sunny Southern California and works a full time job. He initially became intrigued in investing in rental properties out of state for the advantage of passive income and wealth building. He reached out…

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A BRRRR is Worth all the Stress

I want to dedicate this blog to detail my recent BRRRR project (which was pretty stressful and heart pumping). My goal is to show how fast moving real estate investing can be, and how much time and effort is utilized to execute a deal. If you are new to real estate investing or have not…

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Five Steps to Begin Your Real Estate Journey

Real estate is a powerful tool for wealth building, providing numerous advantages over other types of investments. There are different goals when it comes to investing in real estate: appreciation, immediate income (i.e. flipping) or cash flow. At the moment, my main focus is to invest in real estate for cash flow. Investors who are…

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