Thaddeus Campbell’s Post

A huge thank you to the The Oakville, Milton and District Real Estate Board (OMDREB), for the opportunity to speak with your members yesterday! My session, "PREC...Now What? Unlocking the Power of Your PREC," led to some insightful discussions, particularly around the complexities of owning real estate within a PREC. Some of the key questions that came up included: 1️⃣ Should I establish a holding company? Why, and how do they function? 2️⃣ Should I transfer my personally owned investment properties into my PREC? 3️⃣ How can I purchase future investment properties with my PREC if my funds are currently held personally? 4️⃣ What are the tax implications of holding investment properties inside a corporation? If you’re a real estate agent with similar questions, I’d be happy to help. Consider asking your brokerage to arrange an educational session with us, or feel free to book a complimentary Phase One: Learn and List meeting with me via Calendly: https://lnkd.in/egSEZWmg #PREC #RealEstateInvesting #FinancialPlanning #RealEstateAgents #InvestmentStrategies #TaxPlanning

Sometimes the best way to see how far you've come is to look back at where you've been. Contact me today review where you have been and to begin discussions of where you would like to go at 1-877-304-7727 or Rob.Kimble@prudential.com.

Transparency is what customers desire and deserve.

Unlock the secrets to valuing self-storage facilities! 🏢💰 Check out our new YouTube video on "How to Calculate the True Value of a Self Storage Facility." Learn key factors, valuation methods, and expert tips to maximize your returns. Watch here ➡️ https://lnkd.in/e8BJE8vk #youtube #StacyRossetti #selfstorage #investing #realestateinvesting

Join me for OSC's “On Trend – Investor Market Conditions Today and Beyond” webinar Tuesday, October 8, 2024, at 1 P.M. EST! I’ll be joined by OSC, a Steamboat Group company's Don Curtis and CJ Patrick Company, LLC’s Rick Sharga for a DEEP DIVE into the investor market, including the current and FUTURE MARKET OUTLOOK. We’ll be discussing: -Market conditions for investors  -Market trends for servicing/defaults  -How insurance markets and weather impact investors and servicing  -Issues impacting investor markets  -Portfolio risks  -2025 market outlook 💡Register here: https://lnkd.in/e5EuMNyv Really looking forward to this BREAKDOWN of the market with two of the most KNOWLEDGEABLE in the industry. DON’T MISS THIS ONE FOLKS!  

Tune in to Inman Access, and learn how to tap into the power of probability with industry analyst Mike DelPrete.

We live in a world where it’s increasingly common for people to distrust businesses. Anyone can talk the talk, but it’s hard to distinguish truth from exaggeration. This is something the B Corporation community is aiming to change—and we’re doing it by showing, rather than telling. Being a B Corp is a way for The Humphreys Group to demonstrate exactly what it means to align your values and your wallet, something we encourage our clients to do daily. We all have power in how we deploy our financial assets, and this is a way to show just how powerful that can be. We are setting the example, leading by doing. https://bit.ly/3KCHPP2 #BCorp #investingforgood #missiondriven

DOL released data on 543 early filers of CY 2023 401(k) plans whose plan year began in Q1, filed schedule H, and had $1+ in total assets.  We applied OnlyBoth engines to the 543 plans together at https://lnkd.in/eRGRAVun. For now, here are top noteworthy good (https://lnkd.in/eNYR4BPx) and not-good (https://lnkd.in/eXvpbTC9) outcomes across all 543 early-filer plans. Expect much higher yields (https://lnkd.in/e2XW8MkT) than in CY 2022; the weighted average of “yield on beginning-of-plan-year total assets” for these 543 plans is 17.1%, compared to the previous year’s -15.5% for 61,297 plans. Also, as the filers increase, we’ll bracket the ultimate 60,000+ plans by their total assets, as done for CY 2022. Unprecedented performance transparency via benchmarking done right. #401k #erisa #benchmarking #fiduciary #planadvisor #plansponsors

Sometimes the best way to see how far you've come is to look back at where you've been. Contact me today review where you have been and to begin discussions of where you would like to go. (248) 688-3715 and/or michail.curro@prudential.com

Our webinars are now available on replay! These sessions cover everything from the basics to more complex topics like survey reading, mechanics liens, and underwriting. CLE credit is offered where approved! https://firstam.us/48zadeE