Ep #54 Mortgage Lane or Tax Lane with Ryan Bakke

Ep #54 Mortgage Lane or Tax Lane with Ryan Bakke

Author: Jeff Chisum August 21, 2024 Duration: 20:16
In this episode, we're diving into the often confusing world of second home occupancy loans and how they intersect with IRS rules. Understanding the nuances between lender requirements and tax regulations can be tricky, especially for those looking to invest in vacation properties. To help clarify these complexities, I'm joined by CPA Ryan Bakke, an expert in tax strategy and real estate. Together, we'll break down the key differences, discuss common misconceptions, and offer practical advice for navigating both lender policies and tax obligations. Whether you're a current or prospective second homebuyer, this episode is packed with valuable insights to help you make informed decisions. https://www.learnlikeacpa.com/store I am always happy to jump on a call www.STRHomeFinancing.com

Hosted by industry expert Jeff Chisum, The STR Home Financing Podcast is a deep dive into the practical world of short-term rental property investment. Each episode moves beyond surface-level tips to explore the nuanced financial strategies that can turn vacation properties into a genuine legacy. You’ll hear detailed discussions on securing creative financing, evaluating profitable markets, and managing the complexities of building a sustainable portfolio. Jeff brings a straightforward, experienced perspective to conversations that are as much about building long-term wealth as they are about acquiring the next property. This isn't just theory; it's actionable advice drawn from real-world scenarios and challenges. For anyone serious about navigating the financial landscape of Airbnb, Vrbo, and other rental platforms, this podcast serves as an essential resource. Tune in for clear guidance that helps you make informed decisions, avoid common pitfalls, and systematically grow your assets. Whether you're contemplating your first purchase or looking to optimize an existing collection of properties, you'll find valuable insights in every episode.
Author: Language: English Episodes: 67

The STR Home Financing Podcast
Podcast Episodes
Ep #46 Can I Use A Property Manager? [not-audio_url] [/not-audio_url]

Duration: 6:10
Common misinformation in the STR world is that If you are using the second home occupancy loan you can't have a property manager. What's the truth?!
Ep #45 Mindset, Vision and Taking Action [not-audio_url] [/not-audio_url]

Duration: 10:23
Have goals to purchase a STR in 2024. Hope this episode helps in sharing my journey to change my Mindset which gave me vision and led to me taking action.
Ep #44 Market Update 2024 [not-audio_url] [/not-audio_url]

Duration: 6:52
New conforming loan limits and what that looks like when it come to structuring the 10% Down Second Home Occupancy Loan
Ep #43 5% Down For A Four Unit Property?! [not-audio_url] [/not-audio_url]

Duration: 8:44
One of the biggest changes in loan products in the past decade presents big opportunities to build wealth through real estate. Need ideas how to help your grown children to invest in real estate? This may be it! Always h…
Ep #42 Market Update [not-audio_url] [/not-audio_url]

Duration: 3:30
New conforming loan limits announced for 2025 and effective Nov 1st! Always happy to schedule a consult call at www.STRHomeFinancing.com
Ep #41 Kissimmee Florida with Shane O'Conner [not-audio_url] [/not-audio_url]

Duration: 15:21
On Episode #41 we get to explore Kissimmee Florida with STR Expert Shan O'Connor. Realtor, Investor, Operator shane@alchemyreinc.com www.vacationalchemy.com IG: vacation.alchemy IG: oc_dreams19 Always happy to schedule a…
Ep #40 The Texas Gulf Coast [not-audio_url] [/not-audio_url]

Duration: 8:43
Episode #40 guest Suzie Austin from the Texas Gulf Coast!
Ep #38 Three Most Important Things with HostGpo [not-audio_url] [/not-audio_url]

Duration: 10:53
Ep #38 Three Most Important Things with HostGPO. Today I interview Jen Sexton with HostGPO about easier ways to getting a property set up with amenities, supplies and continuing consistency of a guest's overall experienc…
Ep #37 Three Most Important Things (Part 2 Refinance) [not-audio_url] [/not-audio_url]

Duration: 4:51
In Ep #37 Three Most Important Things (Part 2 Refinance) I present additional information that should be considered if you plan on refinancing into a lower rate when the opportunity presents itself.