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Wealth Building Strategies Workbook
About This Resource
Real estate can play different roles in a long-term financial plan. This resource covers several ways people may invest in property, including long-term rentals, short-term rentals, house flipping, partnerships, commercial real estate, and REITs.
It also introduces tax topics tied to rental property ownership and the sale of investment property. Tax rules depend on your situation, so review any strategy with a qualified tax professional before making a decision.
- Investors
- Homebuyers
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How to Use It
Put This Resource to Work
Open the PDF to read it online, save it to your device, or print a copy. Use it to compare real estate strategies, note the ideas that may fit your goals, and prepare questions for your mortgage, tax, financial, or legal professionals.
Review the Strategies
Read through the real estate approaches and note which ones may fit your goals, timeline, and comfort with risk.
Consider the Tax Topics
Review the sections on rental property deductions, capital gains, and possible exit strategies.
Talk With Your Advisors
Bring your questions to Jennifer and the qualified tax, financial, or legal professionals involved in your plan.
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