Passive Real Estate Investing TBT: Ask Marco: Asset Protection for a New Investor
Jul 17, 2025
Nick prepares to invest in his first property and weighs whether to establish asset protection early. Key topics include the best timing for setting up protections and the intricacies of title transfers. The discussion elaborates on series LLCs and common pitfalls new investors encounter. Marco stresses the importance of professional advice while keeping asset protection straightforward. Listeners gain insights into safeguarding their investments from the get-go in the real estate arena.
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Flexible Asset Protection Timing
- Set up your asset protection entity anytime before or after closing the property deal.
- Transfer title to your LLC immediately after closing to secure protection without complicating financing.
Title Transfer After Closing
- Lenders prefer you to close in your personal name if financing is involved.
- Transfer title to your asset protection entity only after closing to avoid lender issues.
Trust Transfers Don't Affect Loans
- You can transfer property into a trust without affecting your mortgage loan.
- This is protected by law under the Garn St. Germain Act, providing lender assurance.