Could Your Real Estate Portfolio Run Without You?

Your estate plan decides who inherits the properties. Real estate succession planning decides who actually runs them, and whether they'll know how. Daniel Roccanti, CPA and Kyle Paxton, CPA follow up their estate planning episode of Your CPA's Take on Real Estate with the operations side of passing on a portfolio. WHAT YOU'LL LEARN ✅ Which owner tasks, from lender relationships to capital projects, need a successor now ✅ How to decide who should be owner, manager, or beneficiary, whether that's a child or a key employee ✅ Why equal ownership among siblings can create gridlock, and how entity structures separate economics from control ✅ How buy-sell provisions handle exits, valuation, funding, and transfers outside the family ✅ Which mistakes sink plans: no liquidity plan, outdated operating agreements, ignored family dynamics If you couldn't make another decision for your portfolio starting tomorrow, who would take over? Tell us in the comments, and subscribe for a new video every two weeks. CHAPTERS 0:00 - Succession planning vs. estate planning 1:04 - Why real estate portfolios aren't as passive as they look 2:38 - Transitioning management responsibilities 4:06 - Key person risk in family office real estate 6:11 - Documenting lenders, brokers, and capital projects 7:16 - Owner, manager, or beneficiary: preparing the next generation 9:09 - Grooming a key employee as a successor 10:47 - Why fair doesn't always mean equal 11:21 - Governance: who approves sales, refinancing, and distributions 12:28 - Separating economics from control with entity structuring 15:05 - Estate planning without succession planning 15:45 - Buy-sell provisions for owner exits and disputes 17:48 - How family dynamics change after a death 20:17 - Common mistakes: liquidity and outdated operating agreements 21:50 - Who takes over if you can't make the call tomorrow? LEARN MORE AT JAMES MOORE 💼 Learn Real Estate (see how we help owners plan ownership and management transitions): jmco.com/industries/real-estate ▶️ Watch part one on estate planning: [INSERT LINK TO JUNE ESTATE PLANNING VIDEO] 📚 Accounting Guide (a practical reference for fund and portfolio accounting): jmco.com/real-estate-funds-accounting-guide CONNECT WITH US 📹 Subscribe:    / @jmcorealestate   💼 Follow Daniel Roccanti: linkedin.com/in/daniel-roccanti-cpa 💼 Follow Kyle Paxton: linkedin.com/in/kyleapaxton #JamesMooreCPAs #Accounting #SuccessionPlanning #RealEstateInvesting