Investing

Aerial view of a San Diego multi-unit investment property at golden hour, representing a real estate portfolio upgrade through a 1031 exchange

The 1031 Exchange Masterclass: An MBA’s Strategy to Upgrading Your Real Estate Portfolio

A 1031 exchange lets you sell an investment property and roll every dollar of gain into a bigger one — without writing a check to the IRS that year. That's the whole game. You defer the capital gains tax, keep your full equity working, and trade up. Done right, it's how a fourplex in Spring Valley becomes a small apartment building in Carmel Valley over a decade, tax-deferred the entire way. I spent...

Baja California

Why you should not invest in Baja California.

Baja California, mainly referred to as Baja, is the furthest North West state in Mexico. It is known for its extensive coastlines in the Pacific Ocean and the Sea of Cortez. There has been much raving about why people should invest in this neighboring state, but I am here to share seven reasons why you should not invest in Baja's real estate.   1. If experiencing beautiful sunrises and...

Build or Buy?

Build or Buy?

Updated guide: For our current, in-depth take, read Buy a San Diego home with confidence. Where would your next move be if you sold your home today? As I have mentioned in prior blog posts, now is the perfect time to get back into the market if you have put a pause on searching for a new home.   And today, I want to share with you some critical factors to consider if you are between building...

Does Size Really Matter?

Does Size Really Matter?

Updated guide: For our current, in-depth take, read Buy a San Diego home with confidence. Does size really matter?   If you have found yourself wishing you had more space at home, then it’s a clear sign that size does matter!   There may be many reasons why one may want more space at home. Leading the board is wanting to have an office or gym at home. The pandemic brought many...

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