Where to Invest in 2027: Zach’s BiggerPockets Webinar Replay
Where should you invest in real estate in 2027? 🏡 In this BiggerPockets webinar replay, Dave Meyer and Rent To Retirement founder Zach Lemaster explain how to evaluate rental markets, compare deals, and use builder incentives to improve projected cash flow.🗓️ Schedule a Free Consultation:https://hubs.ly/Q04wZWv40📍 PICKING A MARKETStart with your goals, not the “best” market. Your budget, time horizon, and management style should guide your decision.Zach’s criteria include:✓ Landlord-friendly, business-friendly, tax-favorable states✓ Median home prices under $400,000✓ Metros with 40%+ renters, paired with mostly owner-occupied neighborhoods✓ Diverse economies that don’t depend on one industry✓ Secondary markets near major metros, including the Tampa-to-Orlando corridorSan Antonio is a featured example, with a diverse employment base and new construction opportunities discussed below $300,000.💰 BUILDER INCENTIVES: THE DEAL COMPARISONDave and Zach analyze two duplexes under the same market conditions:• $339,000 MLS duplex: approximately $110/month in projected cash flow and 1.25% cash-on-cash return.• New construction duplex: a $106,000 incentive, split between a rate buydown and cash back, produces a roughly 14% cash-on-cash estimate in their discussion.• $325,000 single-family home: a $57,000 incentive produces a roughly 10% estimate in the live analysis.Zach explains why builders need to move inventory and how bulk purchases create negotiating power. He describes typical incentives of 8%–14%, with amounts and uses varying by property.📅 Q4 2026: THE SHORT-TERM RENTAL TAX STRATEGYLearn about the year-end strategy Zach discusses involving a qualifying short-term rental and cost segregation. His example estimates potential deductions around 30% of the purchase price—approximately $90,000 on a $300,000 property.Zach also discusses RTR’s first short-term tenant placement guarantee. Ask the team about program terms. Closing alone does not establish tax eligibility; consult a real estate CPA about placed-in-service timing, participation requirements, and your circumstances.⏱️ CHAPTERS0:00 Welcome to the BiggerPockets webinar4:10 Meet Dave Meyer and Zach Lemaster7:31 Start with your investing goals10:06 Cash flow, appreciation, and market fundamentals11:58 Where to find market data17:03 Zach’s market selection checklist18:45 Sun Belt and secondary markets20:01 Risks of relying on one industry21:26 Why San Antonio?24:54 Analyzing the $339,000 MLS duplex28:54 Buying new construction in bulk34:56 The $106,000 builder incentive38:34 Combining rate buydowns and cash back44:35 Reviewing the 14% return estimate46:53 The $325,000 single-family example50:17 Q4 tax strategy and cost segregation52:53 Working with Rent To Retirement54:33 Q&A: First out-of-state rental56:28 Builder credits and 1031 exchanges57:52 International investors and property management58:57 Cash-back tax considerations59:50 CapEx reserves and neighborhood classifications1:01:19 Final takeawaysDisclaimer: This episode is for educational purposes and does not constitute investment, tax, or legal advice. Prices, rents, financing terms, incentives, and availability discussed reflect examples shared at the time of recording and may change. Financing is subject to lender approval and borrower qualifications. Cash flow, appreciation, and investment returns are not guaranteed.🗓️ Schedule a Free Consultation:https://hubs.ly/Q04wZWv40📺 Subscribe to the YouTube Channel:https://www.youtube.com/channel/UC_h1lnz1kM75Gj79VV8QtEg🎧 Listen to the Rent To Retirement Podcast on the Go:https://podcasters.spotify.com/pod/show/renttoretirement📬 Join Our Newsletter Email List:Submit your info at the top right corner of the page:https://renttoretirement.com#RealEstateInvesting #RentToRetirement #BiggerPockets #RentalProperties #NewConstruction
