Our Team


OurTeam

 

Since our inception, we have placed a high value on creating mutually beneficial relationships with investment‐savvy realtors. Through a series of seminars and webinars, we have trained our realtors to find the right properties, analyze them as we would and write offers for us. They thus allow us to make decisions based on their careful and critical analysis. By placing our trust in them, we can analyze many more properties than we ever could on our own and write far more offers. Knowledgeable realtors also make sure that we avoid over‐paying for properties or buying in the wrong neighborhoods.

 

REALTORS

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Since our inception, we have placed a high value on creating mutually beneficial relationships with investment‐ savvy realtors. Through a series of seminars and webinars, we have trained our realtors to find the right proper‐ ties, analyze them as we would and write offers for us. They thus allow us to make decisions based on their careful and critical analysis. By placing our trust in them, we can analyze many more properties than we ever could on our own and write far more offers. Knowledgeable realtors also make sure that we avoid over‐paying for properties or buying in the wrong neighborhoods.

ACCOUNTING

A hallmark of any well run business is accurate books and reports. The firm of Lisa A. Tom CPA has years of experience working with Real Estate Investment companies like Carlton Funding LLC, and stays abreast of changes in the tax laws that may affect us. We know that we can count on Lisa and her team for guidance in all of our accounting needs; we also know that our books and tax returns can stand the test of any potential audit by the IRS. Lisa’s team provides us the accurate reports we need to gauge how we are doing financially, making it easy for us to operate efficiently and budget for the future.

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TITLE AND ESCROW

Redevelopers like Carlton Funding rely on having an “Investor‐Friendly” Title Insurance and Escrow company to make each closing smoother and hassle free. Our team at Fidelity understands how to close investor transactions with all of their intricacies and short time fuses. Title insurance protects us against liens which can be placed against a property by any party with an unpaid financial obligation.
Errors may have occurred during the course of previous ownership changes that could have included recording errors, incorrect legal descriptions, incorrect indexing of land records or title search errors resulting from undisclosed issues. Claims against a property may come from missing heirs or heirs born after the execution of a will. They also can occur when the mental competence of a grantor of deed is called in to question. We know that we can count on Fidelity to research these risks and insure us against claims.

INSURANCE

It has been said that insurance is like a parachute; it’s there whether you need it or not. We trust our team at Styrsky Insurance Agency because they take their job seriously. From vacant homes to fixers to homes with prior claims … they always have a solution to give us the best protection. Since they provide “Builder’s Risk” insurance, which covers our vacant proper properties under renovation, we know that we are protected in the event of vandalism or theft in addition to the standard hazards covered by a conventional homeowner’s policy. With six fully licensed team members, we can count on them, especially when a quick response is critical to our transactions.

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OUR COACH

Buying properties at deep discounts is not some‐ thing easy to pull off, especially without knowledge, experience and of course the right coach. On top of that, the real estate market is always changing. We are honored to say that For‐ tune Builders (A&E Flip This House) provides us the critical education and coaching that keeps us at the top of our game. We strive for continuous improvement and they give us not only the benefit of their own tremendous success in real estate investing but also that of their most successful coaches. As Fortune Builders coaches ourselves we have the opportunity to give back to the students who are just learning the ropes. We find that by teaching and coaching newer investors that we keep honing our own skills ‐ we learn best by teaching others. With Fortune Builders on our team we’re always just a phone call or email away from an answer to any question we may have regarding our business.