Financial advisor(?) - rent vs. sell
I am a reluctant landlord for my childhood home in Berkeley, a three unit building which is currently rented out. I would love to extricate myself from the situation (which involves complicated relationships with siblings, but I have authority to make the decision to sell). I am looking for someone who is knowledgeable about real estate to help run the numbers regarding long term rental income, maintenance and tax deductions compared to. profit, capital gains, challenges regarding sale of rental units in Berkeley, etc. If we sell I would also probably want investment advice. I have seen lots of recommendations for financial planners, but this is a very complicated situation and I am hoping to find someone with relevant experience. (I think this type of person would be called a financial advisor or financial planner, but I have no experience with this , so maybe there is another kind of professional who could help.) Thanks!
Parent Replies
I recommend Dustin Ma. He is our financial advisor and he knows a lot about real estate investment. Good luck.
Dustin S. Ma
LampPost Planning
President
Financial Advisor
2010 Crow Canyon Place
Suite 100 / 404
San Ramon, CA 94583
Office: (510) 488-3634
Fax: (510) 280-9198
Email: dustinsma [at] lamppostplanning.com (dustinsma[at]lamppostplanning[dot]com)
Website: www.gfainvestments.com