Looking for a strategy

I am buying my first house for 95k it will deifnately appraise for 125+.
In two Years I will take a HELOC and get 20-25k hopefully.
I can not figure out which investment to make next. I want to make a investment that will allow me to get to invest investment (3) faster.

In the end I want to own duplexes and buy flipping properties but take out a HELOC and rent them out. Should my next move be the fixer upper or the duplex?

I was thinking the duplex because then I have a postive cash flow to put towards the fixer upper when noone is renting it. (ideally)

Any advice would be greatly appreciated.

Duplex, would be the smarter move. I don’t care too much for rehabbers you really have to be on the ball to control cost.

Plus you may not see any profit for a while. When I purchase I look for quality somethign that I can get renters into right away if at all possible with little improvement cost.

There are many ways to make money in real estate and the best investment vehicle for any particular individual is going to depend on a number of factors. These include such concerns as age, financial goals, financial strength (credit worthiness, assets, cash position, etc), risk tolerance, and so forth and so on. It is impossible to say based on limited information what the best strategy for any given person is without more insights into that person’s goals and current position.

If you wish to gradually build over a decade or more a residual income stream with a relatively safe asset, and you have financial reserves to handle the things that can pop up with rental property, buying good solid rental property in sound areas with a good market demand may be a good way to start. With rental property you have the property management requirement so you must decide whether you will manage the property or someone else will manage. I have managed some of my own properties in the past, and can say that you must follow a well thought out process and stick to it to be successful managing your own property. If you are looking for a more hands-off approach then build in management cost when you run your initial proforma.

Having been involved in real estate my entire life as far back as I can remember, I have seen more investors than I can count who have overpaid for property that they own and rent and have done so without taking into account negative cash flows that can result therefrom. Although there are certain situations where a long term acquisition may be entered into where this is a known negative cash flow these situations are quite limited and usually are where there is strong appreciation and so the investor is buying for the appreciation which will offset the negative cash flow with the hope of cashing out on the back end or refinancing periodically to absorb the reverse flow. There is an element of speculation to such investment however and for someone just getting started I’d say look for a good positive cash flow if you buy an investment for a long term portfolio.

It is vital to understand proper investment analysis to cover ALL expenses that’ll be associated with whatever investment you acquire. Look at all aspects including tax aspects.

In general, and in most bread and butter rental areas that I’ve seen throughout the country, multi-family properties cash flow better than single family, though you may get a little more appreciation on single family, forced appreciation excluded (such as change of character or use of a property or neighborhood that results in a higher than market average short term appreciation).

When considering the size of a property, financing also comes into play. Typically on 1 to 4 unit buildings you can get residential financing – that is, the financing is in your own name. Most lenders with whom you deal directly (not thru a mortgage broker or middleman) will lend funds on such investments amortized over a 30 year time frame. If you go above 4 units on residential, you’ll typically be looking at terms of 20 year amortization which will increase debt service which must be factored into your cash flow analysis. Usually someone with good credit will realize higher yields in the first few years by using residential funding, though you do not want to get too many loans in your own name as it does impact your credit score and ability to borrow additional funding for private causes.

Generally I recommend someone just getting into residential investing where they wish to buy and hold property (and you should have some reserves and buy something that does not require a significant amount of attention unless you’re in the position to spend such attention to it) look at a 2 to 4 unit building as it lowers the vacancy risk a bit (if 1 person moves out of a single family you have 100% vacancy). Although it is for those with a little different mindset than most, you may consider living in a 1 to 4 unit building and renting out the neighboring units – this is NOT without some possible negatives. This will typically allow you to get what is known as “owner occupied” loan terms which are typically a little more favorable than non-owner occupied terms as the lender considers the risk of default slightly lower for owner occupied.

Not meaning to ramble, just throwing out thoughts for you to consider. You might also review a post I made recently at http://www.reiclub.com/forums/index.php?board=29;action=display;threadid=18097.

Best of luck with your investments.

Ron

Usually someone with good credit will realize higher yields in the first few years by using residential funding, though you do not want to get too many loans in your own name as it does impact your credit score and ability to borrow additional funding for private causes.

Ron…

Do you have some suggestions on other alternatives than putting in your own name…for the reasons you outlined above…(the fact that this limits your creditworthiness in the long term).

Thanks for the consideration.

-Mike

Actually I don’t keep any property in my own name. I do occaisionally borrow money in my own name to get better terms and when I do I deed the property to my company immediately. This may trigger due on sale clauses so you should talk to an attorney before doing this and you should also be familiar with the lender, and most importantly read the paperwork to ensure you’re not telling them in the paperwork you won’t do it. In other words, make sure you do it in a fashion that is 100% totally legal and that you’re not telling the lender one thing and doing another. BUT, this STILL means the loan is in your name and thus shows on your credit. Then, when you apply for a loan, you’ll have to present to the new lender an SRO – Schedule of Real Estate Owned – showing that your company is paying the obligation and that you borrowed on behalf of your company. Proof in the form of cancelled checks, etc from your company paying the payments will likely be required to verify this and in that case the lender can adjust your recurring obligation and howeowner expense ratios accordingly. Still has a slight negative impact on your future borrowing potential.

Today most of the loans my companies take out are non-recourse as we’ve built up enough financial strength and credit history for the company. But early on we took out commercial loans in the name of the company, and the lenders required us (owners of the company) to personally guarantee the loans. They of course checked our credit and I had to provide the aforementioned SRO to explain loans that were in my name but paid by and on behalf of my company.

Some commercial banks are starting to lend more money on 30 yr AM (AM = amortization) whereas most with reasonable rates are still using the 20 yr AM. This may be in part triggered by rising interest rates thus extending the amortization period makes the cash flow more affordable (just the interest portion of each payment is higher). MOst of the programs I’ve personally seen with commercial (in the name of your company) loan terms are with lenders who deal through mortgage brokers (middlemen) so the costs are higher as you’re paying the broker for his / her services. I personally strictly deal directly with banks but when you’re just starting out you may have to go this route or find deals that can support the shorter amoritzation period (higher P&I payments).

So, you can set up your company and borrow from commercial banks, with your guaranteeing the loans. The loans will not show up on your personal credit report. Keep in mind that some lenders will insist on a full disclosure of your “contingent liabilities” which your personal guaranty creates (if the company defaults then you become liable, thus you are in a contingency situation).

I hope this helps. Best of luck.

Ron

can you buy a house in your name and later sell it yo your company?

Yes. Depending on how the Dept of Revenue rules and the timing of the transaction there may be tax consequenses to doing so (I am NOT a tax advisor or attorney so I cannot advise you on the actual tax and legal issues – you really really need a good team of knoweldgeable professionals by your side if you invest in real estate). If the deed to your name and the deed to your company happen at the same close you may be able to avoid the tax consequences. It must go into your name if you’re using residential real estate as you cannot pledge collateral for a loan if you don’t own it. You really need to talk with a competent attorney, competent tax advisor, and maybe even get something in writing from the IRS and local state dept of revenue (as we did) regarding this transaction if you choose to get the loan in your own name but retain the home long term in your company name. Many folks do this type of transaction and don’t use full disclosure, but I typically use a belt and suspenders approach and use full disclosure and keep great documentation from all parties in control as to what is transpiring so all is legal and proper. Having had companies go thru audits before we do everything as by the book as possible and I suggest you do the same – therefore having knowledgeable legal and tax advice is essential when it comes to buying, selling, or changing ownership fo real estate. Many of the popular courses out there teach methods that I will gently call questionable so be sure to verify whatever methods you use to ensure they’re legit, and understand the tax impacts of doing so, BEFORE you do them.

Ron