Got a full-time job or business? Still want to build wealth through real estate? This episode is for you. 🚀Alan Franks is a financial planner who didn’t quit his job — he used it as a launchpad.While raising a family and managing clients, he quietly stacked properties and built passive income one deal at a time. 💼🏘️💵🛠️ HOW HE GOT STARTED📍 Alan began investing in his early 20s while working full-time in finance.💰 He tapped into $10K from a life insurance policy to buy his first rental.🏡 He then pulled a HELOC (Home Equity Line of Credit) to snag his next property.💸 That rental paid off the HELOC, and he repeated the process.📈 Over time, he scaled into duplexes and eventually joined a 130-unit apartment syndication deal.📊 STOCKS VS. REAL ESTATE — WHAT HE TELLS CLIENTS🔁 “It’s not either/or — it’s both.”✅ Stocks = liquidity + long-term growth 💹✅ Real Estate = control, leverage, and incredible tax benefits 🏘️💰💡 “Most people don’t realize how powerful real estate is for tax strategy, especially for W-2 earners.”📉 He helps clients borrow against stock portfolios to invest in cash-flowing rentals, so each dollar works twice. 🧠💵🧱 HOW HE INVESTS TODAY📦 Alan eventually stepped back from hands-on management to focus on his 3 kids and his financial planning firm.🏢 He now invests passively in apartment syndications.💸 He earns quarterly distributions, gains appreciation, and gets solid tax write-offs — all without chasing tenants or fixing toilets.💼 Plus, he uses his HELOC to do private lending:➡️ Borrow @ 7%➡️ Lend @ 17%➡️ Keep the spread 📈🧾💥 TIPS FOR INVESTORS WITH FULL-TIME JOBS OR BUSINESSES🔑 Leverage what you already have: life insurance, HELOC, stock portfolio🔑 Go passive or partner to protect your time and energy🔑 Learn to use cost segregation & depreciation to reduce taxes 🧾🔑 Don’t just diversify your assets — diversify your tax exposure 💡🔑 Play the long game: freedom, options, and steady growth 🚀Website: https://ericlindseyml.com/Click On The Link Below To Schedule A Call With Eric:https://calendly.com/moonlightequitiesgroup/scheduled-conversationClick On The Link Below For More Information About Eric Lindsey:https://linktr.ee/ericlindsey

Ver todos los episodios