Your Real Estate Review starts with a clear plan.
Bring your questions. Leave with clear next steps for your home, sale, investment, and trusted-advisor conversations.
What it is
Start with your home and your equity.
If you own a home, we begin with its value, your equity, and your mortgage. Then we compare your goals, tax profile, vesting, and cash flow from last year to this year. We ask whether your mortgage or taxes changed more, and what deserves a closer look with your CPA.
The 30 minutes, mapped
Home and equity review
If you own a home, we begin with its value, equity, mortgage, and the choices those details create.
What changed this year?
We compare this year with last year: income, vesting, taxes, cash flow, and the timing of your next move.
Questions for your advisors
We identify real estate questions for your CPA, lender, or attorney before you make a decision.
Your real estate options
We look at the trade-offs of staying, selling, buying, or adding an investment property.
Your next step
Leave with a clear plan, whether that means waiting, preparing, buying, selling, or talking with an advisor.
Illustrative examples
Two local professionals. Two planning questions.
These examples show the conversation, not a promise. The Review turns real estate questions into items your CPA, lender, or attorney can help confirm.
Illustrative profile
A Staff Software Engineer planning an investment move
Meta Storage Org · Spring District
- Goal
- Build a flexible plan
- Question
- How do equity, taxes, and a new property fit together?
- Property to evaluate
- A possible investment property
What we model
Could an investment property fit this household's goals? A CPA can review any tax impact.
Illustrative profile
An Overlake physician planning the next move
Bridle Trails
- Goal
- Make a confident choice
- Question
- How do home equity, financing, and timing fit together?
- Property to evaluate
- A possible next home
What we model
Does a purchase or sale fit the household's plan? A lender and CPA can review financing and tax questions.
Educational examples only, not tax, legal, accounting, or investment advice. Eligibility, participation, timing, basis, depreciation, and filing are determined by your CPA and advisors. Results vary; tax savings and returns are never guaranteed.
What you leave with after the review
Day 0 summary
A written recap of the numbers, the property logic, and the next move that fits the year you are actually in.
One real deal example
A concrete property model that matches your profile so the math becomes practical instead of theoretical.
CPA and execution handoff
If the strategy fits, the next step is a clean handoff into deal sourcing, underwriting, and the right tax specialist.
Proof before you decide
See Washington Short-Term Rental Markets
See live market pages, revenue files, and local rule notes before you decide whether an investment property belongs in the plan.
Read the short-term rental tax guide
Use the plain-language version if you want to understand the setup before you look at properties.
Start the first-time investor program
Use the step-by-step path if this would be your first investment property.
Bring your numbers
Start the Real Estate Review here. We will follow up by phone or email with the next step that fits your timing.
Before you book
Clear answers first. If one question changes the deal, bring it into the review before you move money.
Q1Do I need to know which service I need before the review?+
No. The point of the review is to decide that. We use your tax drag, timeline, and local market fit to identify the right next move first.
Q2Is this only for short-term rental buyers?+
No. It is also for primary buyers, relocation households, and owners deciding whether to sell or reposition instead of buying another asset.
Q3Can my spouse join?+
Yes. Most of these decisions are dual-income and dual-decision. It is better when both of you are looking at the same math at the same time.
Q4Zoom or in person?+
Either. In person, the office is on Lake Street in Kirkland. Tuesday and Thursday afternoons are usually the easiest windows.
Q5What should I bring?+
Your approximate income picture, any target neighborhoods or property ideas you already have, and the decision you are trying to make this year.
Your future self is either an owner or a taxpayer. Let's pick.
Bring your numbers. In 30 minutes you'll know if this fits.
Book the Real Estate ReviewNext steps
Keep moving forward
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