Learn about what we do, how we got here and why we're so passionate about rental financial health
Hear straight from our clients why thousands of first time homebuyers, landlords, and rental owners trust the ICU with their finances globally
Answers to the common questions we get about our services and software partners
The latest press releases, articles, speaking engagements, TV and podcast interviews from the ICU
Getting ready to buy your first rental property starts with having your financial documentation in order before you ever sit down with a lender
Before you walk into a lender conversation, your financial documentation needs to tell a clear, organized, presentation-ready story
We'll prepare and file an accurate, rental-optimized tax return for you, handled by a Rental Tax Strategist who actually understands the details a generalist preparer tends to miss, like depreciation, passive activity loss limitations, and how to properly report income across Schedule E and C
This is where you build the financial foundation to purchase your first rental property, and keep it strong long after closing day.​
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ENROLLMENT SEP-DEC
This is ongoing care for your business's financial health, built for the Rental Owner who's ready to be treated like a business, not just a household.​
ENROLLMENT MAY-AUG
This is year-round tax strategy and bookkeeping for the Rental Owner who already has a portfolio worth optimizing.​
ENROLLMENT JAN-APR
We'll walk through your full financial picture with you, spending patterns, savings, debt, credit, all of it, and give you a clear diagnosis of what's working, what's holding you back, and what needs attention before you're truly ready to buy
This scan gives you an honest read on your business's financial health, what's currently making you look bankable, what's working against you, and where the real gaps are between where you stand today and where you need to be
We'll take a deep look at your current rental portfolio and how it's actually being handled at tax time, where you may be overpaying, what's being missed, and where your structure might be working against you instead of for you
A live group session built around one specific area of your financial health. Instead of waiting for a private appointment, you're screened alongside a small group of people working through the exact same thing you are, at a fraction of the individual clinic cost.​
ORLANDO | HYBRID | WEEKLY
It's the same clinical model behind everything we do, just compressed into the time you actually have at a real estate, business or financial event​
MULTIPLE LOCATIONS | IN PERSON ONLY | QUARTERLY
Door Launch Bay™ is a virtual Financial Health Fair built for aspiring and newbie rental owners, the people who so often get left out of a real estate and finance conversation that's all about scaling.​
VIRTUAL ONLY | ANNUALLY
We partner with other service providers that help rental businesses stay financially healthy
Get dedicated rental business accounts, debit cards and automated financial management tools that integrate seamlessly with your bookkeeping and property management operations
Building wealth with real estate is half the battle. Protecting it is another! A Trust Plan includes all the documents of the Will Plan, plus additional legal documents that are specific to your state’s requirements. All our documents are designed by estate planning attorneys and customized by you.
Whether you're a traditional landlord, furnished rental operator or vacation rental host your property needs additional insurance coverage that regular homeowners insurance just doesn't provide. Only applicable for select markets within the U.S.
Take full control over where your retirement money is invested with a self-directed IRA. You can also calibrate payments to a more comfortable frequency and grow your rental portfolio using your account to purchase or invest in real estate globally
Unsure of what your Debt to Income Ratio is? Use our free calculators to see if you're ready for personal financing or business funding options
Weekly articles about what's going on around the globe in relation to real estate, finance, and homeownership
LIVE Q&A, Guest Masterclasses, Mobile Clinic Replays and Pre-Recorded Homebuyer Courses with access to virtual clubs to connect with others on the same homeownership journey as you. Specifically curated for primary home buyers and homeowners.
An annual LIVE to update current, past and prospective clients on what the ICU offers and any major updates happening within the company for your benefit!
Sign up to stay in the know about news and updates. We'll return after the Practice Pulse on 11.1 at 11am EST
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