BricksFolios Summer Business Internship Track: Real Estate Investment Analyst
Meet the Mehtas: Your Neighbors in Redmond
Picture this:
Rina is on a Teams call with her engineering team.
Samir just returned from a product review.
Their kids, Aarav and Meera, are doing homework before soccer. On the surface, things look great… but the Mehtas were starting to feel the pressure.
Despite strong incomes, they were asking:
“Are we too dependent on our jobs?
What happens if layoffs hit? The recent 15K+ Microsoft layoffs, and layoffs/performance reviews at other big-tech companies like META, Amazon, Salesforce etc., have shook them.
Will we have enough for the kids’ college?
Are we doing enough to build long-term wealth to retire comfortably?”
The Wealth Roadblocks the Mehtas Faced
- Too reliant on W-2 income
- Market volatility made them nervous
- High taxes with no tax saving strategy
- $500K+ in home equity sitting idle
- Investments not mapped to kids’ college or early retirement
We’ll Solve This Case Study Live
In this live session, you’ll help solve the Mehta family’s case using BricksFolios’ proprietary residential real estate wealth platform. Together, we’ll build their roadmap to financial independence.
What You’ll Learn
- Align investments with real-life goals (college, income freedom)
- Use real estate to hedge layoffs & market volatility
- Smart tax-saving tactics like depreciation, cost segregation and REP status
- How to evaluate real estate like a pro
- Why even negative cash flow can build long-term wealth
BricksFolios Tools We’ll Use
- Smart Portfolio System (SPS): Industry’s first goal-based real estate portfolio builder which aligns wealth strategy with life vision
- Smart Insights: Manage your home as an asset. Provides hyper-personalized insights to build wealth faster.
- Smart Search: Surfaces wealth-building properties fast
- Smart Comps: Right pricing strategy and rental analysis
- Smart Refi Modeling: Optimizes funding decisions
- Smart Hold Analysis: Analyze and decide whether a given property meets your portfolio goals. Projects income, equity, and tax impact. Analyze any property before your coffee gets cold.