Click on the buttons below to request introductions to our trusted referral partners.
Referral Partner Directory
We hand-pick our referral companies based on their focus and expertise in serving real estate investors, as well as their willingness to spend time taking care of our Semi-Retired MD community members.
Lending - Residential
Turn your dream home into reality with tailored residential lending solutions designed just for you.
Wealth Management and Financial Planning
Get connected with a wealth management and financial planning professional to gain a clear, personalized strategy that helps you make smarter decisions and move confidently toward your financial goals.
Cost Segregation
Optimally-timed cost segregation studies on investment properties can harvest significant tax savings, especially for those with real estate professional status (REPS), using the short-term rental or medical office building tax loopholes.
CPAs
Real estate-focused Certified Public Accountants (CPAs) are trusted financial strategists who work with investors to maximize portfolio tax efficiency.
Insurance Brokers
Protect what matters most with expert guidance from trusted insurance brokers, ensuring the right coverage for your needs.
Interior Design
Tailoring spaces to enhance real estate aesthetics, interior design for properties combines functionality with style. Properly executed interior design can significantly increase property value and appeal to a broader market.
Large Property Asset Management
Unlock the full potential of your large real estate portfolio with expert management that drives growth and long-term success.
Lending - Commercial
Even though getting pre-approved is not part of the Commercial Loan Application process, connecting with a broker is still recommended if you anticipate that you will be investing in commercial-size deals in the near future.
Virtual Assistant Services
Virtual Assistants will help you leverage your time and allow you to focus on your high value tasks.
Property Research/Analytics
These resources can help provide accurate, reliable data to make informed decisions including: Average Daily Rate, Occupancy Rate, Seasonality, Rental Growth, Booking Lead Times, and Investability.
1031 Exchange
A 1031 Exchange allows investors to defer paying Capital Gains Taxes by reinvesting proceeds from one property sale into one or more properties of like kind and equal or greater value.
Syndication Resources
Unlock powerful syndication resources to elevate your investment strategies and maximize returns.
Leti and Kenji Life Hacks
The difference that makes the difference. Leti and Kenji life hacks.
Business Building Tools
Resources, software, or strategies that help companies grow, streamline operations, improve efficiency, and boost profitability, include project management, CRM, marketing automation, and financial management systems.
Please note that we are affiliates of many of the referral partners we recommend. You are absolutely under no obligation to use their products or services but if you do choose to use them, we may earn a small commission at no extra cost to you.
For more details, please refer to our website’s Disclaimer and Disclosure section.
