Thinking About Investing in Real Estate? The Anders Real Estate Investment Road Map and Checklist Will Guide You Along the Way

Real estate is one of the biggest investments a taxpayer can make. Whether you’re a seasoned veteran or it’s your first endeavor, having a detailed road map available to help guide you through the purchase, management, and tax ramifications of a real estate investment can significantly increase your odds of success. When looking into investing in Real Estate, there are a lot of factors to consider, which is why we’ve compiled a detailed road map to guide you through the process. Of course you should always consult a real estate professional when going down this path, but this road map will help you get started. There are five important steps to complete when considering a Real Estate purchase:

  1. Perform due diligence
  2. Determine ownership
  3. Achieve tax savings
  4. Manage your investment
  5. Determine passive vs. active classification


The Real Estate Investment Road Map gives details and tips about the planning and execution of investing in Real Estate. Click here to view the Anders Real Estate Investment Road Map.

Along with the Road Map, we’ve also compiled a Real Estate Investment Checklist. Even if this isn’t your first real estate investment, you want to be sure not to miss an important step in the process. Our checklist provides a starting point for things to consider, such as:

  • Building zoning
  • Debt structure
  • Does the property qualify for federal or state tax credits?
  • Property appraisal

The Real Estate Investment Checklist is a helpful way to keep track of your progress, and quickly compile the facts about your pending investment in one place, in order to stay organized.  Click here to view the Anders Real Estate Investment Checklist.