The Real Estate Whisperer®
Real Estate Education for Investors and the Professionals Who Advise Them
Programs by Rich Arzaga, CFP®, CCIM
For many families, rental property is one of their largest and most personal assets. Yet decisions about buying, holding, exchanging or selling it are often made with less analysis than the rest of their finances get.
These programs aim to close that gap. Each one explains a part of investment real estate in plain terms: how to measure what a property actually earns, how the main tax strategies work, and what to weigh before making a decision. They're for individual investors who want to make well-informed choices, and for the professional advisors who guide them, all with the same goal: decisions that support a family's overall financial picture.
Programs are available in person or virtually, for investor groups, firms, chapters and associations. Most are approved for CFP®, CPA and EA continuing education credit.
The programs
The Numbers Behind a Rental Property
A practical guide for anyone who suspects there's more to the story
How to read a rental property's cash flow, from gross rent to cash flow after tax, and why it can look different from the monthly rent check.
Download program outlineWhat to Know About DSTs
Delaware Statutory Trusts, from the 1031 exchange to the fine print
How DSTs work, how they're used in a 1031 exchange, and the risks and costs to weigh before investing.
Download program outlineCritical Insights for Advising Clients on Rental Income Properties
Giving real estate the same careful attention as the rest of a financial plan
Looking beyond "location, location, location" to the broader factors that determine whether a property fits an owner's goals.
Download program outlineStrategic Tax Planning for Selling Appreciated Real Estate Investment Property: 5 Methods
Because the 1031 exchange isn't the only option
A survey of strategies for managing capital gains on appreciated property, including 1031 and 1031-721 exchanges, Opportunity Zones and Charitable Remainder Trusts.
Download program outlineFrom Landlord to Shareholder: Tax-Deferred Real Estate to Stock Exchanges Under IRC 1031-721
A path for owners who are ready to step away from managing property
How combining a 1031 and a 721 exchange can move rental property into a REIT on a tax-deferred basis, and the trade-offs that come with it.
Download program outlineOpportunity Zones 2.0
New Rules, New Planning Opportunities
What changed under the new law, who may benefit, and the suitability and liquidity questions to ask before investing.
Download program outline
Bring a program to your group
If one of these programs fits your investor group, firm, chapter or association, let's talk. Schedule a 20-minute conversation to share your ideas, and we'll explore the topic, format and timing that work best for your members.