Key takeaways
- Quarterly ROE review.
- 1031 chain compounds equity.
- Refinance ladders fund growth.
- Cost segregation timed strategically.
- Estate planning integrated.
Core concepts
ROE review
Compute per property; reallocate sub-6%.
1031 chain
Roll equity into bigger assets indefinitely.
Refinance ladder
5–7 year cycle per asset.
Step-by-step framework
- 1Quarterly ROE.
- 2Annual 1031 candidates.
- 3Refinance calendar.
- 4Estate plan.
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Common mistakes to avoid
- Estate plan deferred.
Frequently asked questions
1031 limits?
Like-kind broad; 45+180 day windows.
Refi cycle?
5–7 years.
Cost seg timing?
Year 1 of ownership.
Estate plan?
Started at $1M net worth.
Action checklist
- ☐ROE quarterly.
- ☐1031 pipeline.
- ☐Refi calendar.
- ☐Estate plan.
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