Rental Portfolio Structure Plan
A written plan for how your rentals should be owned, taxed, financed and insured, with a fixed price quote to put it in place.
Schedule a Consultation
Hablamos Español
Rental Portfolio Structure Plan
A written plan for how your rentals should be owned, taxed, financed and insured, with a fixed price quote to put it in place.
Schedule a Consultation
Hablamos Español
Rental Portfolio Structure Plan
A written plan for how your rentals should be owned, taxed, financed and insured, with a fixed price quote to put it in place.
Schedule a Consultation
Hablamos Español
Most investors add properties faster than they add structure. We review what you own, how it is held and how it is taxed, and we give you one plan to follow for the next ten units.
Most investors add properties faster than they add structure. We review what you own, how it is held and how it is taxed, and we give you one plan to follow for the next ten units.
Most investors add properties faster than they add structure. We review what you own, how it is held and how it is taxed, and we give you one plan to follow for the next ten units.
ABOUT THIS SERVICE
ABOUT THIS SERVICE
HOW WE WORK
HOW WE WORK
Four Steps From Your Portfolio to a Plan
Four Steps From Your Portfolio to a Plan
Four Steps From Your Portfolio to a Plan
01.
01.
01.
Portfolio Review
Portfolio Review
Portfolio Review
You share your properties, loans, leases, insurance and the last two years of returns. We confirm your goals for income, growth and succession.
You share your properties, loans, leases, insurance and the last two years of returns. We confirm your goals for income, growth and succession.
02.
02.
02.
Analysis
Analysis
Analysis
We test the current structure against liability, tax, lending and estate planning rules in Texas and Florida, and identify the gaps.
We test the current structure against liability, tax, lending and estate planning rules in Texas and Florida, and identify the gaps.
03.
03.
03.
Written Plan
Written Plan
Written Plan
You receive a plan that states which entities to use, how to move each property, how to finance future purchases and how to report income.
You receive a plan that states which entities to use, how to move each property, how to finance future purchases and how to report income.
04.
04.
04.
Implementation
Implementation
Implementation
The law firm in Texas, or the Florida attorneys we work with in Florida, quotes a fixed price to form entities and transfer titles, and our accounting team sets up the books to match the plan.
The law firm in Texas, or the Florida attorneys we work with in Florida, quotes a fixed price to form entities and transfer titles, and our accounting team sets up the books to match the plan.
WHAT YOU RECEIVE
WHAT YOU RECEIVE
What the Structure Plan Includes
What the Structure Plan Includes
What the Structure Plan Includes
01
Entity Map
Which entities hold which properties, who manages them, and how new purchases fit in, drawn as one chart you can hand to a lender.
01
Entity Map
Which entities hold which properties, who manages them, and how new purchases fit in, drawn as one chart you can hand to a lender.
01
Entity Map
Which entities hold which properties, who manages them, and how new purchases fit in, drawn as one chart you can hand to a lender.
02
Tax Treatment
How each entity is taxed, which elections to make, how depreciation and repairs are reported, and what records to keep.
02
Tax Treatment
How each entity is taxed, which elections to make, how depreciation and repairs are reported, and what records to keep.
02
Tax Treatment
How each entity is taxed, which elections to make, how depreciation and repairs are reported, and what records to keep.
03
Financing Path
Which loans can stay in place after a transfer, which must be refinanced, and how to qualify for the next purchase.
03
Financing Path
Which loans can stay in place after a transfer, which must be refinanced, and how to qualify for the next purchase.
03
Financing Path
Which loans can stay in place after a transfer, which must be refinanced, and how to qualify for the next purchase.
04
Insurance and Liability
Coverage limits, umbrella policies and lease terms that match the entity structure and the risks of each property.
04
Insurance and Liability
Coverage limits, umbrella policies and lease terms that match the entity structure and the risks of each property.
04
Insurance and Liability
Coverage limits, umbrella policies and lease terms that match the entity structure and the risks of each property.
05
Implementation Quote
A fixed price for the formations, transfers and agreements the plan requires, from the Law Offices of Kenny Ramos, P.C. in Texas or from the Florida attorneys we work with in Florida.
05
Implementation Quote
A fixed price for the formations, transfers and agreements the plan requires, from the Law Offices of Kenny Ramos, P.C. in Texas or from the Florida attorneys we work with in Florida.
05
Implementation Quote
A fixed price for the formations, transfers and agreements the plan requires, from the Law Offices of Kenny Ramos, P.C. in Texas or from the Florida attorneys we work with in Florida.
WHO THIS IS FOR
WHO THIS IS FOR
Who Uses the Structure Plan
Who Uses the Structure Plan
Who Uses the Structure Plan
Schedule a Consultation
Schedule a Consultation
Owners of 1 to 5 Rentals
01
Owners of 1 to 5 Rentals
01
Owners of 1 to 5 Rentals
01
Owners of 6 to 20 Units
02
Owners of 6 to 20 Units
02
Owners of 6 to 20 Units
02
Partners Buying Together
03
Partners Buying Together
03
Partners Buying Together
03
OTHER SERVICES
OTHER SERVICES
Complement Your Strategy
with Our Services
Complement Your Strategy
with Our Services
Complement Your Strategy
with Our Services
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Asset Management
Structured asset and portfolio management to maintain performance, manage risk, and optimize long-term investment value.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Tax & Accounting
Tax and accounting solutions designed to optimize tax strategy, ensure compliance, and provide clarity on financial performance.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
Private Lending
Flexible financing solutions tailored to real estate investment needs, enabling timely and efficient execution of opportunities.
START A STRUCTURE PLAN
Tell Us About Your Portfolio
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
Your trusted financial
and investment partner
Get clear strategy for your better financial and real estate decisions
Schedule a Consultation
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Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
© 2026 RFH Capital Advisors. All rights reserved.
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
© 2026 RFH Capital Advisors.
All rights reserved.
Links
Newsletter
Stay up to date on the latest from us
Consulting, tax, accounting and private lending for real estate investors and business owners in Dallas, Orlando and Tampa. Hablamos Español.
Headquarters
Texas Office
Services
© 2026 RFH Capital Advisors. All rights reserved.