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From Longtime Rental to a Smart Investment Upgrade — A Seller’s Success Story

For over 11 years, I helped manage a rental property in the Gumtree neighborhood for my client Sam. When the time felt right, Sam reached out with a goal:
“I think I’m ready to sell, Bonnie. But I want to do it right—and find something even better with a 1031 Exchange.”

From day one, we worked as a team—collaborating on pricing, preparing the home, and crafting a strategic marketing plan that would generate strong interest and the right kind of buyer.

We poured our energy into that plan, and it paid off.
Together, we hosted a strategically marketed open house that brought in over 50 buyers—a full, buzzing weekend of serious traffic. The result?
Multiple offers, and a sale $75,000 over asking—all in less than 30 days.

But Sam’s journey didn’t stop there.

Next, I helped him locate the perfect replacement property to complete his 1031 Exchange, protecting him from unnecessary capital gains taxes. We negotiated that new home $48,000 under the list price, giving Sam an incredible jump into his next investment—without skipping a beat.

Today, Sam’s not only upgraded his portfolio—he’s done it on his terms, with clarity, confidence, and a true sense of forward momentum.

This is the kind of work I love: partnering with clients, building a smart plan, and helping them move forward successfully.

If you’re considering selling—or wondering if it’s time to reposition your investment—I’d be happy to help you explore your options.

📞 Let’s talk when the time feels right.

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Big Win for Homeowners: SALT Deduction Cap Increased to $40,000

If you’re a homeowner — or thinking about becoming one — there’s some exciting news out of Washington that could directly impact your bottom line.

The federal cap on the SALT (State and Local Tax) deduction has officially increased from $10,000 to $40,000 for married couples filing jointly, and $20,000 for single filers. This is a significant change, especially for those of us living in high-tax states like California, where property taxes and state income taxes are a major consideration in overall affordability.


What Is the SALT Deduction?

The SALT deduction allows taxpayers to deduct certain state and local taxes — including property taxes and either income or sales taxes — from their federal taxable income.

Until now, this deduction was capped at $10,000, a limit that many argued disproportionately impacted residents in higher-cost areas with larger tax burdens. The new cap is a meaningful shift, offering more room to deduct and potentially lowering your federal tax bill by thousands of dollars.


Why This Matters for Homeowners and Buyers

This update could have a ripple effect throughout the real estate market. Here's how:

  • More Tax Savings: Homeowners with higher property taxes or income taxes will now be able to deduct significantly more, lowering their overall tax liability.

  • Improved Affordability: For buyers, this could make owning a home more financially appealing, especially in desirable but high-tax communities.

  • Increased Confidence: Sellers may benefit from a broader buyer pool, while buyers may feel more empowered knowing the tax benefits of homeownership have increased.

  • Market Movement: This policy shift could lead to greater activity in mid-to-high priced markets, especially where the previous cap had discouraged potential buyers.


What You Should Do Next

If you’ve been on the fence about making a move, this is a great time to reevaluate. Whether you're thinking of buying your first home, upgrading, or selling and cashing in on your equity, the expanded SALT deduction could make a meaningful difference in your strategy.

Want to know how this change could impact your personal tax situation or your next real estate decision? I’m here to help. Let’s connect and talk through the numbers — no pressure, just straight answers.

📞 Call, text, or message me anytime!

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Chariman’s Circle Award 2024

I’m so proud to announce that I’ve been honored with the Chairman’s Circle Award at Seven Gables Real Estate’s 2024 Recognition Awards!

This award represents an incredible milestone and is given in recognition of outstanding achievement—something I don’t take lightly. It’s a testament to the hard work, dedication, and unwavering commitment I bring to my clients and my profession every single day.

I’m beyond grateful to be part of a brokerage that continues to set the bar in excellence, support, and professionalism. And I’m even more grateful for the trust my clients place in me—it’s because of you that achievements like this are possible.

Thank you for allowing me to do what I love most: help people navigate the journey of buying and selling homes with care, confidence, and results. Here’s to continuing to face challenges head-on and reaching new heights together!

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