EP100: How to Organize Your Real Estate Investments

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A critical piece of running a real estate business is organization. Especially as you accumulate more properties, you’ll need to know where to find all of the important documents pertaining to your investments.

On this episode, Natali and I are giving an overview for how we organize our documents, both digitally and offline. We’re sharing our favorite methods and apps, and some tips you can use to get organized in 2017. Join us for episode 100 of Investing in Real Estate!

More About This Show
When it comes to your real estate paperwork, things can get confusing unless you’re organized. Especially once you start acquiring multiple properties, it’s imperative to have a system in place. If you were to get audited by the IRS, or needed to find your insurance policy, having your documents easily accessible would be immensely helpful.

Natali has implanted a multi-step system that she goes through every time we purchase a new property. For our business, it works incredibly well. On this episode, we’re sharing how we organize our documents. However, the best thing you can do is finding a system that works for you.

You’ll want to have both an online and offline system. Some of your documents, such as your closing paperwork will come in physical form. Whereas other files you’ll want to keep in a digital format.

On this episode, we’ll walk you through the system we use to organize all of our files and folders. We’ll also share some resources you can use to make your organization less painful. Don’t miss this episode of Investing in Real Estate!

If you’re ready to begin building a passive income through rental real estate, book a FREE call with my team today. We’re ready to talk about your goals and want to help you learn more about earning legacy wealth for you and your family.

An overview of how to organize real estate documents, both digitally and offline. Favorite methods and apps, and some tips you can use to get organized in 2017. Join us for episode 100 of Investing in Real Estate.

On this episode you’ll learn:

  • What is the most efficient way to save receipts relating to your business?
  • How long should you keep old files?
  • How do we organize our property insurance documents?
  • Why shouldn’t you keep all of your paperwork in one file?
  • And much more!

Episode Resources
Hello Fresh
David Allen’s Getting Things Done Method
Omnifocus
Dropbox
Evernote Scannable
Readdle Scanner Pro
Fujitsu Scan Snap
Find Your Financial Freedom Number
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