Daniel Plant
Certified Real Estate Advisor Pt 1 (3hr CE)
The role of a Certified Real Estate Advisor in today’s market, understanding the lifetime value of a client and how to benefit clients before, during, and after they buy or sell a home.
Update on the Housing & Mortgage Market:
How to educate clients about supply, demand, affordability, and how these things impact house prices.
Why mortgage rates fluctuate, the role of the Fed, and how inflation impacts mortgage rates and house prices.
Buy vs. Rent Case Study and tax updates regarding gift taxes the mortgage interest deduction
Certified Real Estate Advisor Pt 2 (3hr CE)
How to create unique value for home sellers by understanding the capital gains tax and helping clients answer these two questions:
- Should I turn my house into a rental?
- Should I sell now or later?
- How to create unique value for real estate investors by understanding the seven steps to a profitable real estate investment. This includes:
- How real estate investment income is taxed, and why it’s important
- How to understand cap rates, and why it’s important
- How to help investors calculate and compare their rate of return on investment
Guide to the Housing and Mortgage Markets (1hr CE)
What to expect for local house prices and interest rates in 2025, and how to best advise buyers and sellers in this market How conduct a buy vs. rent analysis for first-time homebuyers, and how to overcome homebuyer objections
Why it’s important to manage your clients’ real estate wealth, and how to get more listings by implementing a Housing Wealth Management system
