Real Estate
Real Estate Investors | Commercial Real Estate | Residential Real Estate
C.M. Carrillo Financial Advising is an independent financial advisory firm that fully embraces the world of real estate.
Every day we work to support real estate investors and realtors who work within all segments of the real estate market.
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Our Services
What We Do: C.M. Carrillo Financial Advising Helps Clients:
| What We Don't Do: C.M. Carrillo Financial Advising does NOT:
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Real Estate Investors
There are countless ways that individuals can play the real estate investing game. Individuals can work as: Developers, Home Builders, Home Flippers, Landlords, Wholesalers, Private Money Lenders, Hard Money Lenders, Buyers and Sellers of Notes, etc. Some may specialize in short-sales and foreclosures while others may focus on multifamily properties. The possibilities are endless. And with the exception of wholesaling, the common denominator among all of these different approaches to the real estate investing game is Cash. You need cash to play the game, and the more cash you have, the more fun it is to play.
That is why C.M. Carrillo Financial Advising is proud to be able to bring some powerful solutions to the table that can be used as strategic funding mechanisms for those who work within the world of real estate investing. Many of our clients have embraced the idea of incorporating specific solutions into their financial plans, which over time, can effectively reduce their reliance on conventional and/or exceptionally expensive sources of liquidity.
Our Creative Financing Solutions & Funding Mechanisms
| Cash Value Life Insurance |
Securities-Backed Line Of Credit (SBLOC) | The Cash Advantage Program |
Financial Insights For Real Estate Investors
 | Managing Investment Risks |
 | Real Estate Investment Trusts (REITs) |
 | Debt Management |
Real Estate Investor Education & Networking Groups
 | RiverCity REI Roundtable
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 | Jefferson County Real Estate Investor Alliance (JeffCo REIA)
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Commercial Real Estate
 | Carmelo 'Mel' Desemone
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Residential Real Estate
 | Donna M. Carrillo
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Financial Insights For Homeowners
Credit Considerations
Home Mortgages
Homeowners Insurance & Home Warranties
Vacation Home Considerations
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What Is Most Appropriate For You?
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Tax Considerations When Selling Your Home
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Special Note: We always recommend that clients consult their CPA or Tax Professional whenever they require guidance regarding the tax implications associated with a particular financial transaction. It is always prudent to seek out proper guidance prior to making substantial financial decisions. Failing to do so can result in unintended tax consequences.
Real Estate Financial Calculators
www.CMCarrilloFinancialAdvising.com | All Calculators
Helping You Transform Your Vision Into Your Reality
Investment Advisory Services offered through Prosperity Wealth Management, Inc., a Registered Investment Advisor. C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. are separate entities.
C.M. Carrillo Financial Advising and Prosperity Wealth Management, Inc. do not render tax or legal advice.
C.M. Carrillo Financial Advising does NOT:
- Directly engage in any real estate business.
- Solicit any real estate transactions.
- Analyze potential real estate deals.
- Value existing or prospective new real estate holdings.
- Make recommendations that pertain to real estate investments.
- Offer Mortgage Loans.
When it is appropriate to include alternative investments within a client's investment portfolio, C.M. Carrillo Financial Advising may make recommendations that pertain to Real Estate Investment Trusts (REITs).
Securities-backed loans may not be suitable for all loan parties (e.g., borrowers, pledgors, and guarantors) and carry a number of risks, including the risk of a market downturn, tax implications if pledged securities are liquidated, the potential increase in interest rates, and other risks. If the value of pledged securities drops below certain levels, loan parties may be required to pay down the loan and/or pledge additional securities. Please consider these risks and whether a securities-backed loan is appropriate before you proceed; carefully read the securities backed line of credit application and Line of Credit and Security Agreement for further details.