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Apply to work with us

Every application is read by a person. If short-term rental investing is the wrong tool for your situation, we will tell you on the first call rather than sell you something that will not work.

What happens next

  1. You submit this form. It takes about three minutes. Nothing is binding.
  2. We review it individually. Not an autoresponder. A member of the acquisitions team reads it.
  3. We reach out within one business day to schedule a strategy call.
  4. The strategy call. Thirty to forty-five minutes on your numbers, your tax picture, your timeline, and which markets fit your budget and goals.
  5. You decide. If it is a fit, we scope the engagement and start sourcing. If it is not, we say so.

What to have ready for the call

A rough sense of your household income, how much liquid capital you can deploy, whether you plan to finance or pay cash, and your timeline. If tax offset is your primary motivation, having last year's return handy helps a lot.

Who this is built for

  • Households earning roughly $500,000 or more per year
  • $200,000+ in liquid capital available to deploy
  • People losing six figures a year to taxes
  • Busy professionals who want the asset, not the project
  • Investors comfortable buying out of state

Who this is not built for

  • Anyone looking for guaranteed returns. Real estate carries risk, including loss of principal.
  • Buyers who want a property in California. Nothing pencils there, and we will not pretend otherwise.
  • People who want to learn to do this themselves. That is a course, and we are not one.
  • Anyone who needs the capital back inside two years.

Application

All fields marked with an asterisk are required.

Prefer to book a call directly?

If you would rather skip the form, email us or book a tax-strategy consultation with our partner firm first: AE Tax Advisors consultation.

Before You Apply

Things worth knowing up front

We never touch your money

You wire funds to title, never to us. We are an acquisition team, not a custodian, a fund, or a syndicator. You own the property directly and outright.

We do not own inventory

We do not profit from a higher purchase price, which is exactly why we can negotiate hard on your behalf. Clients save $25,000 to $85,000 on a typical deal.

Fees are disclosed before you commit

You will know the full cost of the engagement before anything is signed. No surprise charges appear later in the process.

Resources

Read before your call

FAQ

Questions about applying

What happens after I apply?

A member of the acquisitions team reaches out to schedule a strategy call, usually within one business day. On that call we go through your income picture, your capital position, your timeline, and what you want the purchase to accomplish. If short-term rentals are not the right tool for you, we say so on that call.

Is there a cost to apply?

No. Applying and the first strategy call are free. Pricing depends on the scope of the engagement, the market, and the property price point, and we quote it on that call rather than publishing a number that would be wrong for most people.

What do I need to qualify?

Generally a meaningful income to offset and enough liquid capital for a down payment, furnishing, closing costs, and reserves. Most clients earn $300,000 or more and are losing a substantial amount to taxes each year. We work with a limited number of clients at a time.

What if short-term rentals are not right for my situation?

We will tell you on the first call rather than take the transaction. If your marginal rate is low, if you cannot materially participate and will not co-host, or if your capital is better deployed elsewhere, this strategy is not the right instrument and we would rather say that than sell you something.

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