Jason Hartman Customer Success Stories

Are you ready to become financially independent? You can do it by investing in real estate properties; but you need the right advice to get you there. Jason Hartman has built a successful portfolio over eleven states and seventeen different cities and wants to help you achieve the real American dream: financial freedom. To Jason Hartman, customer success is personal success.

Why Is the Housing Market So Complicated?

The United States is one nation, but there are hundreds of distinct real estate markets within that national housing market. When you go researching the housing market, you get a lot of general information that isn’t particularly helpful if the “average” doesn’t apply where you live. In other cases, you’re advised to look at buying properties only where you live.

But depending on where you live, the best opportunities for investment might not be local! Just because you live in California doesn’t mean you shouldn’t take advantage of the market in Georgia, and the only thing stopping you from entering the nationwide market may be information.

You have to move beyond general information to the specifics you need to succeed and find the right market for your investments. Jason Hartman customer success starts as he helps customers understand how to take advantage of the real estate markets nationwide, invest from a different locale, predict market trends and interest rates, and make the market and available tax breaks work for you.

Building a Portfolio of Income Properties

Take the case of Fernando as an example. Fernando’s early years in Brazil taught him to spend as quickly as possible before rampant, out-of-control inflation destroyed the value of any money his family had on hand.

Later, he came to America and went to work in Silicon Valley. He made good wages and put his savings into investments. His goal was financial independence, which seemed feasible at his salary; but taxes always ate away at his savings. He would regularly pay between 40% and 50% in taxes, and that kind of tax rate destroys your long-term financial planning goals.

When Fernando became interested in rental properties and real estate investment, the only place he initially knew to look was within his own neighborhood. Investing in real estate in the United States at large seemed too risky and complicated, and he had a few bad experiences in local real estate investments.

A Profound Change

After listening to the Jason Hartman show, Fernando had a lightbulb moment: with the right information and advice from professionals like Jason Hartman in a variety of fields related to real estate, it was possible to invest on a nationwide basis. Instead of confining himself to just one real estate market, Fernando started investigating Dallas, Atlanta, St. Louis, and Phoenix and taking advantage of the right tax breaks.

Despite approaching the situation initially with an old-school mentality of keeping financing low and staying out of debt as much as possible, eventually, Fernando realized that the smart play with rentals was to get as much financing as possible and avoid owning properties free and clear. It’s a counterintuitive, move, but also an important step in making the most of your real estate investment.

Becoming Financially Independent

What’s the true American dream? Is it actually to own your own home, or is it to become financially independent? Jason Hartman argues that the American dream is financial independence, and real estate is the best way to get there.

Take Curtis as an example. Curtis and his wife both have good jobs in analytical, problem-solving tech and compliance, but prior to their investments, they weren’t financially independent. They were initially skeptical and were encouraged to explore their options, which Curtis did. He listened to the Jason Hartman podcast and attended some seminars, and his wife in particular spent time grilling people about their real estate investment experiences.

A Profound Change

At first, neither of them realized how well income properties could perform against inflation. But once Curtis and his wife realized that you could actually gain equity while tenants pay for your loan, and talked to people who had bought properties using the Jason Hartman method, they knew just what to do to become financially independent.

Today, Curtis and his wife own 13 different properties across the country. What got them most interested in property investment as a way to prepare for their financial future was the realization that there is more inflation involved in the real estate industry than most people are aware of; and that income properties perform very well against inflation.

Put In the Effort

You can’t make money without personal effort, whether that’s on the factory floor or in your investment decisions. Something Fernando and Curtis illustrate is that while the first step is the right information, you also have to do your due diligence and spread out your assets so you can weather an issue in one area while you make money from another.

For Fernando, due diligence included rethinking much of what he had previously taken for granted when it came to investing money in conservative options, like IRA savings. Over time, he learned that financing his properties was the best way to get a high ROI. For Curtis, it was important that he and his wife consider all other options from their perspective as professionals.

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