Recommended Services
Looking for the top tools and services for your real estate investing business?
Below are several I use and love!
Financial Services
Manage your money with tools that save you fees, protect your assets, and make life easier — whether you’re running a business or investing for the future.
Preferred Funding Group
Why I recommend it: Quick, flexible access to capital without collateral hassles (incl. unsecured business loans).
Great for: Owners who need a business loan, LOC, or alternative financing fast.
Standout: Streamlined approvals compared to typical bank timelines
Infinity Investment Strategies
Why I recommend it: The Infinite Banking Concept completely changed how I think about money and wealth.
Best for: People who want long-term financial security and more control over their money.
Standout: Use whole life insurance policies to:
Grow savings steadily
Protect wealth from market volatility
Access cash when you need it
Business Services
Tools I use daily to simplify work, communicate better, and save time. These are my go-to business systems.
Monday.com
Why I recommend it: One hub to track projects, tasks, owners, and deadlines.
Great for: Teams juggling multiple projects and stakeholders.
Standout: Keeps everything organized so nothing slips through the cracks
VisiOpt
Why I recommend it: Quickly visualize changes, test variations, and fine-tune designs.
Great for: Creators and teams who iterate often and hate guesswork.
Standout: Speeds decisions and reduces rework.
Helcim
Why I recommend it: Transparent, low-cost payment processing with no monthly fees.
Great for: Any business accepting in-person or online payments.
Standout: $5,000 in free processing via your referral
Metricool
Why I recommend it: All-in-one dashboard to track, analyze, and grow social.
Great for: Anyone managing multiple platforms and content schedules.
Standout: Clear insights that save hours and show what’s working
RiversideFM
Why I recommend it: Studio-quality remote recording for audio + video.
Great for: Podcasts, interviews, and content creators.
Standout: Pro results without the technical headaches
OpenPhone
Why I recommend it: Keep business calls/texts separate—one app, no second phone.
Great for: Entrepreneurs and teams who want a professional line
Hospitable
Why I recommend it: Automates guest comms, bookings, and ops for STRs.
Great for: Hosts who want fewer manual tasks and fewer misses.
Price Labs
Why I recommend it: Dynamic pricing + revenue management to maximize ADR and occupancy.
Great for: STR owners who want smarter, automated pricing.
Travel Related Services
I travel often for both work and personal reasons. These services make trips smoother, more affordable, and more enjoyable.
Home Exchange
Why I recommend it: Points-based stays make family travel far cheaper.
Great for: Budget-savvy travelers who want real homes and local feel.
Chase Ink Card
Why I recommend it: Turn everyday business spend into outsized rewards.
Great for: Owners who want travel points or cash back on ops spend.
American Express Hilton Card
Why I recommend it: Earn Hilton points and status perks on business spend.
Great for: Frequent Hilton travelers who value free nights + upgrades.
Standout: Strong category bonuses; welcome offers vary
Trusted Housesitters
Why I recommend it: Trade pet care for stays in real homes worldwide.
Great for: Pet-friendly travelers seeking authentic, low-cost trips.
Safety Wing
Why I recommend it: Nomad-friendly health coverage for individuals and families.
Great for: Extended travel or living abroad.
Disclosure: This page contains affiliate links, which means I may receive compensation if you purchase through these links. Using these links comes at no additional cost to you. These recommendations are based on my personal experience and belief in the value they provide to business owners and entrepreneurs.