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I Look Forward To Speaking With You!

Your Call Has Been Scheduled. Please Check Your Email For Further Details

What to Expect

A Strategy Session call is our opportunity to get to know each other, and figure out if we are good fit to help you achieve your goals.

Some of the most common topics we often discuss at this stage include;

  • General U.S. Real Estate Questions:
    Want to figure out if investing in the US is right for you? Ask us Anything!

  • Real Estate Investing Strategies:
    Fix & Flip, Rental Property, Syndications, Private Lending, Mortgage Notes

  • Legal Entity Structuring:
    Jurisdictions, Steps, Legal Requirements & Pricing

  • Opening US Bank Accounts:
    Banking Options, Steps, Legal Requirements & Pricing

  • Financing Options for Non-Residents:
    Pre-Approved Financing Options for Non-Residents and Out-of-State Investors

  • Tax Implications for Non-Residents:
    Tax Exposure, Risks, Accounting and Reporting

  • Real Estate Markets:
    The Best Local Markets for 2024/5 and Beyond
  • Investment Property Sourcing:
    Turnkey Rentals, MLS, Off-Market
  • Pre-Closing Due Diligence:
    Area Analysis, Property Inspections, Appraisals
  • Insurance:
    Property Insurance & Liability Insurance for Out-of-State and Non-Resident Buyers
  • The Closing Process:
    Title Work, Timelines, Using Notaries from Overseas or Out of State.

  • Asset Management:
    Property Management, Maintenance, Rent Collection/Dispersal, Tenant Vetting/Placement, Reserve Funds

  • Reporting & Taxes:
    EIN and ITIN Numbers, Filing US Tax Returns, Tax Efficient Structuring, Company Registrations and Filings

A Strategy Session Call is our opportunity to get to know each other, and figure out if we are good fit to help you achieve your goals.

Some of the most common topics we often discuss at this stage include:

  • General U.S. Real Estate Questions

  • Real Estate Investing Strategies

  • Legal Entity Structuring

  • Opening US Bank Accounts

  • Financing Options for Non-Residents

  • Tax Implications for Non-Residents

  • Real Estate Markets

  • Investment Property Sourcing

  • Pre-Closing Due Diligence

  • Insurance

  • The Closing Process

  • Asset Management

  • Reporting & Taxes