About Lifestyle Real Estate Advisors
The Problem
High-Income professionals face three common challenges:
- A high tax burden with limited ways to reduce it.
- Limited time and expertise to find, evaluate, launch, manage and optimize a cash flowing vacation home.
- Uncertainty about evaluating real estate deals, minimizing risk, and creating consistent returns.
They want the benefits of investing in real estate—a place to connect with family, steady cash flow and tax advantages—without the headaches of being a hands-on landlord.
Our Vision
Lifestyle Real Estate Advisors helps high‑income professionals create unforgettable memories with their families while building long‑term wealth.
We turn LIVE (Lifestyle Investment Vacation Experience) Homes into elevated, tax-advantaged lifestyle investments, where meaningful experiences, monthly cash flow, significant tax advantages and disciplined real estate strategy align.
Our mission is simple: to help high-income families transform extraordinary vacation properties into cash-flowing, tax-efficient assets that create unforgettable memories today—and generational wealth for tomorrow.
Our Services
Lifestyle Real Estate Advisory
Lifestyle Investment Vacation Experience (LIVE) Home Analysis
Lifestyle Investment Vacation Experience (LIVE) Home Analysis
1. Lifestyle comes first.
Building wealth, acquiring real estate, and reducing your tax burden all matter—but they’re secondary to enhancing your family's quality of life. That’s why every advisory relationship begins with your lifestyle goals.
Through over 20 years of real-world experience in demanding corporate careers while raising young children, we’ve seen firsthand how strategic real estate investing can be a catalyst for a better life. Done correctly, it creates predictable monthly cash flow, builds long-term and generational wealth, and significantly reduces one of your largest annual expenses—taxes—while creating epic family experiences and core memories.
Lifestyle Investment Vacation Experience (LIVE) Home Analysis
Lifestyle Investment Vacation Experience (LIVE) Home Analysis
Lifestyle Investment Vacation Experience (LIVE) Home Analysis
2. Cashflow & lower taxes comes second.
Chances are, there’s a place your family loves returning to year after year. But is that favorite vacation spot also a smart market for owning a vacation home or short-term rental (STR)?
We help you answer that question—objectively and confidently. With real-world experience building a double-digit real estate portfolio while working demanding corporate careers and raising a young family, we understand how busy life is. We partner with you to evaluate the market, run the numbers, understand your current and desired lifestyle and guide you through your first (or next) short-term rental purchase—step by step. Our analysis and strategic advisory includes:
- Short-term rental gross income comparisons based on real market data
- Return on investment (ROI) analysis tailored to your goals
- Access to a local market power team (agents, lenders, cleaners, managers, and more)
- End-to-end acquisition, setup, and management guidance
- Strategic use of the short-term rental tax “loophole” to help reduce your overall tax burden
The result? An advisory partnership to help you acquire vacation home your family actually uses—designed to create memories today while building cash flow, tax efficiency, and long-term wealth for tomorrow.
Lifestyle Real Estate Investing
Lifestyle Investment Vacation Experience (LIVE) Home Analysis
Lifestyle Real Estate Investing
3. Passive income for life comes third.
The key difference between the affluent and the middle class isn’t how hard they work—it’s how their money works. The elite build assets that generate monthly income, rather than relying solely on earned income. They also have a deep understanding on how to strategically lower their effective tax rate through Lifestyle Investment Vacation Experience (LIVE) Homes.
While family vacation homes and short-term rentals can be powerful wealth-building tools, true financial resilience comes from diversification. We guide you through multiple investment asset classes we actively invest in ourselves—so you’re learning from real-world experience, not theory. These include:
- Long-term rental properties
- Real estate syndications
- Private lending investments
- Leveraging home equity to acquire income-producing assets
- Professionally managed real estate investment funds
The goal is simple: create durable, income-producing assets that work for you—freeing up time, reducing financial stress, and supporting the lifestyle you want today and in the future.