Webinar: Is Leverage A Smart Move in High-Interest Environment? by Zhou Agency

www.zhouagency.com

Is Leverage A Smart Move in High-Interest Environment?

About

In the investors’ world, “Cash is the King” is not only a slogan. It is a revered universal rule. Warrant Buffet, the ultimate investment guru and unarguably the most successful investor of the last century, is known to keep cash positions when he does not see a good buy. In the real estate investment world, the rule of the game is the same.

People always think it is not a smart move to leverage in times of high interest rate. As a seasoned Tax Accountant, I will not agree with that strategy. I believe Leverage is a MUST in Real Estate Investment for tax efficiency. The crucial consideration isn't whether to leverage, but rather how much to leverage.

In our fourth webinar of the “Real Estate Investment Tax Optimization” webinar series, Zhou Agency would deep dive into the transformative power of leverage in real estate, emphasizing its necessity for maximizing tax savings and building wealth. Our guest speaker will also share her real-life rich experience as a loan portfolio manager.

Please join our 4th webinar in the series: "Is Leverage A Smart Move in High-Interest Environment?"

Agenda

Why should we use leverage for RE investment?
How can “leverage” help you save your tax?
How much should you leverage?
What are the creative financing tools?
Is leverage still a smart move in high-interest environments?

Presenters

Justine Zhou

CEO of Zhou Agency

As a one-of-a-kind CPA who also excels in real estate investment, retirement planning and insurance, Justine was once given the nickname of "The Renaissance Woman", meaning " a woman who can do all things if she will." In spite of her seniority, Justine is a very approachable professional who genuinely cares about each individual and business' needs and finding them solutions that best fit their unique situation.

Cathy Tang

Senior Vice President of Loans at American Metro Bank

Cathy has been a commercial lender and a loan portfolio manager for 10+ years. Working at a boutique bank, Cathy is able to approach each loan with personalized attention, common sense, and disciplined creativity. Cathy oversees the entirety of the bank's loan portfolio, with a large concentration of multi-family property and construction/rehab loans. Known throughout the industry for their reliability and expertise, Cathy and her team serve as trusted lending advisors, guiding clients throughout every stage of the lending process, from initial inquiry to closing.