Notes

Why a Buyer Should Never Pay More than Appraised Value on Leveraged Property

Recently a friend asked me to explain why a buyer should never pay more than appraised value on leveraged property.  Since she had taken a few classes I began by explaining the opportunity costs associated with this strategy and I could see her eyes "glass-over" and I knew I had lost her. When I shifted gears [...]

Why a Buyer Should Never Pay More than Appraised Value on Leveraged Property2018-10-08T05:31:34+00:00

Orange County Great for Athletes

Consider Orange County. Forbes Magazine recently reported that Orange County is one of the most likely places to raise a world class athlete. The Realtor Association reports that the housing market for 2017 is optimistic for first-time home buyers. Almost half of these buyers are under 35 years old. If you are moving to California, consider Orange County. Not only is it more affordable than the Bay Area,

Orange County Great for Athletes2018-06-01T13:56:15+00:00

Millennials are Fueling California’s Real Estate Growth

This is the California real estate update for October 20th and the first in a series of posts that looks at some of the interesting trends, stats, and opportunities in real estate in California and Orange County. The format includes about 3-4 interesting notes and the entire podcast will last about 6o seconds. I am working [...]

Millennials are Fueling California’s Real Estate Growth2018-05-23T15:36:32+00:00

This Laguna Woods Woman Worksout, Swims, and Goes to Work

Laguna Woods Dynamic Red Head Moving to an age restricted community is not what I thought it would be, it's better. Part of what I find exciting are the people. Everyday since I moved to Laguna Woods, I meet interesting people and the first day I moved in was no exception. I remember distinctly meeting this little [...]

This Laguna Woods Woman Worksout, Swims, and Goes to Work2018-05-23T15:59:54+00:00

SRES Designation Certificate 2016

Seniors Real Estate Specialist (SRES) Designation This week I successfully completed the Seniors Real Estate Specialist (SRES) designation course and was awarded the appropriate certification. I decided to complete the course to demonstrate a commitment to helping everyone, including people over the age of 50. As a seasoned financial planner and educator, I found the designation would be [...]

SRES Designation Certificate 20162016-07-26T10:28:45+00:00

Tax-Deferred 1031 Exchanges

A 1031 exchange involves a swap of like-kind real estate for like-kind real estate. Tax-deferred 1031 Exchanges are important for investors of commercial and income properties. Federal tax law allows taxpayers to defer capital gains tax on the exchange of property used in trade or business or held for investment. A 1031 exchange postpones taxes, it [...]

Tax-Deferred 1031 Exchanges2016-07-26T07:51:26+00:00
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MAILING ADDRESS

LAURA WORN
PO Box 244
La Quinta, CA 92247