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Investing In Real Estate Podcast

What is the best way to organize your rental property documents? Especially as you grow your portfolio, it’s important to have your files both organized and accessible. On this Q&A episode, we’re diving into organization tips for your real estate documents.

This episode also contains listener questions on choosing an insurance company for your rental properties, and how to find a HELOC for an investment. I appreciate your questions, and I hope you find my answers helpful. Please join me for episode 863 of Investing in Real Estate!

On this episode you’ll learn: 

  • How to organize your real estate documents.
  • What to look for in an insurance company.
  • Where to look for a HELOC for investing.

How to Organize Your Real Estate Documents

As you grow your real estate portfolio, it’s important that you have a system in place to organize your documents. I’d start with a cloud-based system like Dropbox or Google Docs, and then create folders organized by year > LLC > property address. I’d also suggest making sure you’re backing up everything physically either quarterly or yearly. Here is a blog post on organizing your documents, as well as a spreadsheet you can use to get the ball rolling.

What to Look for in an Insurance Company

When you’re shopping around for insurance on your rental properties, get a few customized quotes to see what your options are. The best policy is going to depend on your state, your asset types, and whether or not you’re bundling with other products. Personally, I like NREIG because of their online portal.

Where to Look for a HELOC for Investing

My favorite places for finding a HELOC are Dan Kraus at Churchill Mortgage and Flagstar Bank. I know it’s discouraging to hear ten “no’s,” but keep going until you find what you’re looking for. There are definitely lenders out there that are willing to work with investors.

Ask Me a Question at morrisinvest.com/clayton

Episode Resources
Book a Call with Our Team
Performing Assets Spreadsheet
NREIG Insurance 
Dan Kraus at Churchill Mortgage
Flagstar Bank
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Subscribe to Investing in Real Estate on iTunes
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Subscribe to the Morris Invest YouTube channel
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DISCLAIMER: I am not a financial adviser. I only express my opinion based on my experience. Your experience may be different. These videos are for educational and inspirational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. There is no guarantee of gains or losses on investments.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. We recommend them because they are helpful and useful, not because of the small commissions we make if you decide to use their services. Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.

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Posted on

July 25, 2022

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