Rich Arzaga
Real estate investing and AI: Expanding the advisor and investor toolkit
By Rich Arzaga, CFP®, CCIM Generative AI is revolutionizing business, and investment real estate is no exception. For advisors and...
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Rich Arzaga
Nov 41 min read
The CFP® Practice Standards in creating financial plans for clients.
CFP Board developed this Guide to the Practice Standards for the Financial Planning Process to illustrate how a CFP® professional might...
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Rich Arzaga
Oct 206 min read
Inheriting a Family Home: Key Steps to Make the Right Choice
Republished in ReThinking65.com By Rich Arzaga, CFP®, CCIM Inheriting real estate from parents can be a significant financial lift for...
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Rich Arzaga
Oct 131 min read
Qualified Intermediary Resource Page for IRC Section 1031 exchanges.
This is a starting point for identifying 1031 exchanges, and not a specific recommendation on your needs and circumstances. I hope this...
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Rich Arzaga
Oct 131 min read
Learn About Real Estate Investing in a course for financial professionals and investors. Class starts October 16th via Zoom.
Please forward this to anyone you feel may be interested. A 15-hour Real Estate Investments for Financial Planners course starts soon at...
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Rich Arzaga
Sep 116 min read
‘Is This a Good Time to Buy a Rental Property?’
Financial planning clients asking this question may not understand that there are more important questions to ask. Originally published...
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Rich Arzaga
Aug 74 min read
Deferring Taxes After Disasters: How Section 1033 Helps Real Estate Owners Recover
By Rich Arzaga, CFP®, CCIM Put aside the known risks of real estate, with its value fluctuations and interest rate dynamics. Let's talk...
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Rich Arzaga
Jul 285 min read
A message to my 20-something year-old daughter about credit cards
by Rich Arzaga, CFP®, CCIM Note: What follows is a message I sent today to my daughter. She has grown out of the student credit card we...
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Rich Arzaga
Jul 243 min read
What is the outlook for real estate? Let's see what the economists believe.
by Rich Arzaga, CFP ® , CCIM Real Estate and Economic Outlook, Midyear NAR Forecast Summit July 22, 2024. The National Association of...
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Rich Arzaga
Jun 242 min read
A Boring Investor can be a Smart Investor.
This Wall Street Journal article does a good job articulating how many serious financial planners (those who go deep in planning) feel...
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Rich Arzaga
Jun 82 min read
Spilling the Tea on BiggerPockets®
Question A friend of mine came across this site, and it strikes me as another scheme that preys on aspiring and inexperienced investors....
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Rich Arzaga
May 11 min read
Unlocking Potential Part 2: "Are Shopping Malls Dinosaurs or Diamonds in the Rough?"
As promised, here is Part 2 of the post titled “Unlocking Potential: Are Shopping Malls Dinosaurs or Diamonds in the Rough for Real...
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Rich Arzaga
Apr 252 min read
Your rental property and the Maui fires
Imagine your real estate wealth-building plan is to purchase a handful of short-term rental properties in Hawaii. The long-term promise...
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Rich Arzaga
Apr 242 min read
What you can learn from the "mixed bag" news about Blackstone Real Estate (BREIT), the world's largest real estate investment trust (REIT)
WSJ Link to Blackstone's Beleaguered Real-Estate Fund Stems Exodus Real estate, like all other asset classes, operates in cycles. This is...
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Rich Arzaga
Apr 181 min read
"Stay Ahead of Tax Changes: Get Your Free TCJA Planning Checklist Today!"
Many taxpayers and investors have enjoyed the lower tax brackets brought about by the Tax Cuts and Jobs Act ("TCJA"). However, the...
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Rich Arzaga
Apr 181 min read
Unlocking Potential Part 1: Are Shopping Malls Dinosaurs or Diamonds in the Rough for Real Estate Investors?
This article from The Counselors of Real Estate newsletter outlines an example of how some investors see problems with outdated property...
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Rich Arzaga
Apr 173 min read
"What Rental Property Owners Need to Know About the Latest Legal and Legislative Changes"
Alleged Rent-Fixing of Apartments Nationwide Draws More Legal Scrutiny. Lawsuits contend that software company enables landlords to set...
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Rich Arzaga
Apr 171 min read
Get more (better) information on housing prices
I am often asked about a resource for housing prices. While not an exhaustive list, the list of resources provided by the Counselors of...
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Rich Arzaga
Jul 17, 20232 min read
The Real Estate Whisperer™ Website Disclosure
The Real Estate Whisperer™ (“REW”) is a registered investment advisor offering advisory services in the State[s] of Colorado and in other...
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Rich Arzaga
Jul 17, 20231 min read
Hyperlink Disclosure
The information being provided is strictly as a courtesy/convenience. When you link to any of the websites provided here, you are leaving...
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