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Details

This session is your “foundation pour” for REI. We’ll walk through how to structure your business so it’s easier to operate, easier to finance, and harder to attack (lawsuits, audits, partner disputes, and costly tax mistakes).
Most real estate investors don’t lose money because the deal was bad — they lose money because the business behind the deal is messy. Wrong entity, sloppy bookkeeping, mixed personal and business funds, no tax plan, and no clean paper trail when a lender, CPA, or partner asks for it.
### What we’ll cover

  • LLC & entity setup (the practical version): when an LLC helps, what it does not protect you from, and common setup mistakes investors make
  • Taxes for real estate investors: basic tax buckets (active vs passive concepts), planning for quarterly payments, and how to avoid surprise tax bills
  • Bookkeeping that doesn’t suck: a simple chart-of-accounts approach for REI, what you must track for flips vs rentals, and how to keep records lender/CPA-ready
  • Banking & separation: how to stop mixing funds, why that matters, and how it impacts liability protection and deductions
  • Systems & workflows: what to do monthly, quarterly, and yearly so you stay clean without spending your life in spreadsheets

### Who this is for

  • New investors setting up their business the first time
  • Active investors who know their books are messy and want to fix it
  • Anyone planning to raise money, get loans, scale a rental portfolio, or partner with others

### What you’ll leave with
A clear setup checklist, a clean “money flow” structure, and a realistic plan to keep your taxes and bookkeeping under control as you grow.
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AI summary

By Meetup

REI Business Set Up: a foundational session for new and active real estate investors to structure LLCs, taxes, and bookkeeping, yielding a clear setup checklist.

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