Common Client Scenarios & Situations


Leveraging rental property investing to strategically maximize wealth and enhance your lifestyle.


Tax Benefits

Advantages for high income earners


Scenario: The higher your annual income is, the higher your marginal tax rate climbs. And as you move up the tax brackets, the IRS comes knocking on your door for a whole lot bigger piece of the pie. If you’re a high-earning professional in one of the top brackets, every single dollar you make might be taxed at a rate of 32% to 39.6%.
Solution: Our highly-trained InvestNet team members understand how to develop tax-advantaged strategies that are capable of consistently generating double-digit annual returns and regular cash distributions. Best of all, they are ways to design these investments so that they add nothing – zilch, zero, nada – to your taxable income.

Passive Income

Let your money work for you

Scenario: Most people are stuck in a time/money equation. They might earn a lot of money, but if they don’t show up to work or put in the time at the office, they don’t make money. This is true whether you work an hourly job, are paid on commission, or are a doctor or lawyer. If you don’t work, you don’t get paid.
Solution: With income-producing property, you’re able to (quite literally) earn money while you sleep, travel, and enjoy time with your family. And at InvestNet, our fully-managed investments mean you don’t have to struggle to keep your investments up. You’ll be profitable from day one with predictable monthly income that’s truly passive.

Revitalized Investment Strategies

Bring old or underperforming investments back to life

Scenario: The older a property gets, the more expensive it is to maintain. Whether the property was originally your primary residence and eventually became a rental, or even if it was an investment to begin with but the property is falling apart…old investments become less predictable with time.

Solution: At InvestNet, we understand how to tactfully shift investments and transition old properties into newer investment opportunities that are more profitable and offer greater tax advantages. This allows you to generate a higher ROI with more predictable income streams and less overall stress.
“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world.”
- Franklin D. Roosevelt, U.S. president

“Ninety percent of all millionaires become so through owning real estate. More money has been made in real estate than in all industrial investments combined. The wise young man or wage earner of today invests his money in real estate.”
- Andrew Carnegie, billionaire industrialist