by Stephen Morris, CPA, MBT, CCIM | Sep 17, 2026 | Real Estate
Catch contractor insurance exclusions before closing, using the policy review that stopped a Los Angeles fourplex purchase on page 85. A new building can pass a physical inspection yet raise serious insurance concerns. This deal shows why new construction multifamily...
by Stephen Morris, CPA, MBT, CCIM | Aug 12, 2026 | Real Estate, Tax Strategies
Find out exactly when a cost segregation study pays off and when to skip it, using a simple land-to-building allocation test. [00:00] Why cost seg is NOT always a no-brainer [00:19] Land vs. building allocation: the first filter [00:43] Location matters: coastal vs....
by Stephen Morris, CPA, MBT, CCIM | Dec 15, 2025 | Real Estate, Tax Strategies
Are you stuck with one rental property because you’ve run out of cash? ?? Most beginner investors hit a wall: they save up, buy one deal, and then have to wait years to buy the next one. The solution? Raising Capital. In this video, Stephen Morris explains why scaling...
by Stephen Morris, CPA, MBT, CCIM | Nov 24, 2025 | Tax Strategies, Real Estate
Are you investing in a real estate syndication or planning to raise capital for your own deal? ?? In this video, Stephen Morris breaks down the often-misunderstood mechanics of real estate syndications. Whether you are a Passive Investor (LP) or a Sponsor (GP),...
by Stephen Morris, CPA, MBT, CCIM | Aug 4, 2025 | Real Estate
Thinking about scaling your real estate portfolio into larger apartment buildings, office space, or retail properties? Once you cross into 5+ unit properties, traditional residential financing won’t cut it—you’ll need to understand the world of commercial loans. In...
by Stephen Morris, CPA, MBT, CCIM | May 21, 2025 | Real Estate
Thinking about getting into real estate development or tackling your first construction project? ?️ In this video, Stephen Morris of AdviseRE shares a real-world breakdown of what it really takes to succeed in construction and development—from managing contractors and...
