Real Estate Asset Protection Audit: Know Exactly How Your Portfolio Is Held
Updated
BusinessAnywhere’s Portfolio Protection Audit is a 60-minute, one-to-one real estate asset protection review for investors, delivered on Google Meet by Bobby Casey, international tax and wealth protection lawyer, and priced at $535. It shows how your property portfolio is held today, what is missing, and ends with written next steps after the call.
- 60 minutes, one to one, on Google Meet
- $535, one-off payment
- Written next steps after the call
What is a real estate asset protection audit?
A real estate asset protection audit is a structured review of how each property you own is held: which LLC or personal name owns it, which states those entities are registered in, and where a claim against one property could reach your other assets. The Portfolio Protection Audit does this in one 60-minute call and ends with written next steps.
It matters because state rules are strict. An LLC formed in one state generally has to register as a foreign LLC before doing business in another state. Delaware, for example, requires a foreign LLC to register with its Secretary of State before doing business there (6 Del. C. § 18-902). Many investors also use a holding company LLC, and every extra entity is one more filing to keep current.
Most portfolios grow faster than their structure
Investors buy faster than they restructure. The first property gets its own LLC. The second goes into the same LLC because it was quicker. The third is still in a personal name.
Then a property is bought out of state, and nobody qualifies the entity there. Nothing looks wrong until the day it matters. If that sounds like your portfolio, the Portfolio Protection Audit was built for you.
What you walk away with
The Portfolio Protection Audit ends with a document, not just a conversation. After the call, you receive written next steps based on how your portfolio is held today.
An hour is time. A written review of how your portfolio is held is something you keep, come back to, and share with the professionals you already work with.
What the Portfolio Protection Audit covers
The Portfolio Protection Audit covers five things, and only these five:
- How each of your properties is currently held
- Gaps between the entities you have and the properties you own
- Registered agent and filing status across every state you operate in
- Whether you need foreign qualification anywhere
- Written next steps after the call
A fixed scope keeps the 60 minutes focused on your portfolio.
Who the Portfolio Protection Audit is for
The audit is designed for real estate investors who:
- Own three or more properties
- Are buying out of state for the first time
- Invest in US property from abroad
Who it is not for yet
If you own one property, this audit is more than you need right now. Our registered agent service and LLC formation service are the better place to start, and the audit will be here when your portfolio grows.
Investors holding three or more LLCs qualify for reduced registered agent pricing. See registered agent pricing for real estate investors.
How it works
Purchase your audit call
One-off payment of $535. Purchase your audit call.
Pick a time on Bobby's calendar
Right after payment, you choose a time for your 60-minute Google Meet call on Bobby's calendar. We also email you the booking link.
Get written next steps
After the call, you receive written next steps covering how your portfolio is held and what is missing.
Portfolio Protection Audit vs. hiring an asset protection attorney
The audit and an attorney do different jobs, and many investors use both.
The Portfolio Protection Audit is a fixed $535, 60-minute structural review of how your properties are held today, the gaps, your registered agent and filing status, and whether you need foreign qualification. You leave with written next steps.
An asset protection attorney gives legal advice on your specific situation, drafts documents such as operating agreements, and represents you if you are sued. Fees are usually hourly or by project.
A common order is to start with the audit to see what is missing, then take your written next steps to your own attorney or CPA. For tax and residency questions, see our Tax and Residency Consultation.
About Bobby Casey
Every Portfolio Protection Audit is delivered by Bobby Casey, one to one. Bobby is an international tax and wealth protection lawyer and the founder of BusinessAnywhere, with over two decades of experience helping entrepreneurs in 90+ countries structure their businesses and assets.
He began his entrepreneurial journey at 19 and has built, bought and sold businesses in industries including real estate. Since 2001 he has helped fellow entrepreneurs put asset protection and tax strategies in place. Read more in our story, or watch Bobby on the BusinessAnywhere YouTube channel.
How much does a real estate asset protection audit cost?
Portfolio Protection Audit: $535
60 minutes, one to one, with written next steps after the call. One fixed price for a review of how your whole portfolio is held, and a written document you keep.
You may finish the call knowing your structure is already sound. That is a result worth having too.
Real estate asset protection questions
Should I put my rental property in an LLC?
Many real estate investors hold rental properties in an LLC rather than in their personal name, and the right setup depends on how many properties you own, where they are, and how they are financed. Investors also weigh whether each property sits in its own LLC or several properties share one (see series LLCs for real estate), and how the structure fits their wider plans. The Portfolio Protection Audit is where Bobby Casey reviews how your own portfolio is held.
What is the difference between a land trust and an LLC?
A land trust is an arrangement in which a trustee holds title to real estate for a beneficiary, while an LLC is a business entity formed under state law that can own property and is run by its members or managers. They are separate tools, and some investors use them together. In the Portfolio Protection Audit, Bobby Casey reviews which structures your portfolio currently uses.
Do I need to register my LLC in the state where the property is?
Foreign qualification is the process of registering an LLC formed in one state so it can do business in another state, and requirements vary by state. BusinessAnywhere handles foreign qualification for $97 plus the state filing fee. Whether you need foreign qualification anywhere is one of the five things the Portfolio Protection Audit covers.
What happens in the 60 minutes?
In the 60-minute Portfolio Protection Audit, Bobby Casey reviews how each of your properties is currently held, the gaps between the entities you have and the properties you own, your registered agent and filing status across every state you operate in, and whether you need foreign qualification anywhere. The call is one to one, on Google Meet.
What do I get afterwards?
After the call, you receive written next steps based on the review of how your portfolio is held. It is a document you keep.
Is this legal advice?
No. The Portfolio Protection Audit is a structural and general review of how your portfolio is held. It is not legal advice and it does not create an attorney-client relationship. If you need advice on your specific situation, speak to a licensed professional in your jurisdiction.
Can I book this if I invest from outside the US?
Yes. Investing in US property from abroad is one of the three situations the Portfolio Protection Audit is designed for. The call runs on Google Meet, so you can join from anywhere. You pay online and then choose a time for your call. If you are still setting up, read our guide for foreign investors buying US real estate.
How much does the Portfolio Protection Audit cost?
The BusinessAnywhere Portfolio Protection Audit costs $535 for a 60-minute, one-to-one consultation with Bobby Casey on Google Meet, including written next steps after the call. It is a one-off payment, made online.
Video guides for real estate investors
Short explainers from the BusinessAnywhere YouTube channel on holding rental property in LLCs, forming in another state and protecting equity. Each video loads only when you press play.
Should I put my real estate investments into one or more LLCs?
Why investors hold rentals in an LLC (liability and privacy), and how many LLCs to use: spread low-value rentals across two to four LLCs instead of one, and give high-value properties their own.
Watch on YouTubeHow to protect your assets with a friendly lien
How a second LLC can record a lien against a rental held in another LLC, so the mortgage and that lien are paid before any creditor, and why investors use it to protect equity and future upside.
Watch on YouTubeCan you form an LLC in a different state than the one you live in?
You can form an LLC in any state, but nexus (an office, employees or operations) can mean registering at home too. Includes a real estate investor holding rentals in a Wyoming LLC and why to separate ownership from management.
Watch on YouTubeCan you have a Wyoming LLC if you live in California?
Most states let you keep a Wyoming LLC while living elsewhere. California is the exception: if you live there and earn through the LLC, you register in California and pay its annual franchise tax.
Watch on YouTubeThe best state to form an LLC: privacy and asset protection
Wyoming, Delaware and New Mexico compared for investor-backed companies, real estate holdings and privacy, plus why to keep asset ownership separate from day-to-day operations.
Watch on YouTube
Disclaimer
The Portfolio Protection Audit provides structural and general information about how property portfolios are commonly held. It is not legal, tax, or financial advice, and it does not create an attorney-client relationship. Decisions about your own structure should be taken with a licensed professional in your jurisdiction.
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