Blog : Charity

NextHome Named No. 1 Real Estate Franchise in the U.S.

NextHome Named No. 1 Real Estate Franchise in the U.S.

Pleasanton, CA — February 10, 2020 — NextHome was named the No. 3 top franchise in owner satisfaction by Franchise Business Review, out of 307 of the country’s top franchise brands across all sectors. In the real estate category, NextHome ranked No. 1, an astonishing accomplishment for the six-year-old franchise. 

The franchise came in at the No. 4 spot for 2019, the first year it entered the survey. NextHome was also ranked a Top Franchise for Women and a Top Franchise for Veterans that same year. Improving upon this milestone in only 12 months is a significant step forward for NextHome.

Since its inception, NextHome has been committed to providing exceptional service to the people involved in the real estate transaction, aiming to transform what can be a stressful process into a much smoother experience for the clients and the agents. The NextHome difference lies in our “humans over houses” mindset, our modern branding and technology, and our continued support of our members and their success.

NextHome was among 307 franchise brands, representing more than 27,500 franchise owners, that participated in Franchise Business Review’s research. NextHome’s franchisees were surveyed on 33 benchmark questions about their experience and satisfaction regarding critical areas of their franchise systems, including training and support, operations, franchisor/franchisee relations, and financial opportunity. 

“There are thousands of successful franchise companies operating in North America, but many of those companies do not offer a solid investment opportunity for the actual franchise owners,” said Eric Stites, CEO of Franchise Business Review. “As an independent research firm, we rate the franchise companies in the marketplace today and identify those that have the highest levels of satisfaction and performance among their franchisees in order to help entrepreneurs choose which franchise to invest in. This year’s Franchisee Satisfaction Award winners truly are the best-of-the-best.”

The Franchise Business Review ranking follows NextHome earning the No. 1897 spot on the Inc. 5000 list of the nation’s fastest-growing private companies, as well as being named No. 95 on Entrepreneur magazine’s annual Franchise 500 list.

“A franchise is only as strong as it’s members. We’re incredibly grateful to have built a franchise that attracts those who want to make a difference in the real estate industry,” said James Dwiggins, CEO of NextHome. “Thank you to the NextHome members across the country for making this recognition possible.”

 

Interested in being a part of the NextHome Real Estate Franchise? Contact VP of Sales Charis Moreno at Charis@NextHome.com.

 

Each office is an independently owned and operated business.

NextHome Big Rock Realty opens in Colorado Springs

NextHome Big Rock Realty opens in Colorado Springs

Rick Hanby

Pleasanton, CA — February 4, 2020 — NextHome is proud to announce our newest addition to the franchise, NextHome Big Rock Realty, based in Colorado Springs, Colorado. The brokerage represents the 14th office location opened in Colorado for the NextHome franchise.

The brokerage also represents the third NextHome office opened by Rick Hanby. His third brokerage builds on the success Rick has created at NextHome Legends in San Angelo and Amarillo, Texas. 

Much like the clients he serves, Rick and his family were attracted to Colorado Springs by its majestic outdoors and the beauty of its four seasons. The area remains one of the National Association of Realtors’ Top 10 markets in America, providing an appealing option for those seeking both affordable housing and an active lifestyle. 

“There is so much diversity here – from arts to outdoor activities, there’s just a lot to do here,” Rick said. 

NextHome Big Rock Realty agents are happy to help with all types of residential sales including first-time home buying, relocations, investments, and vacation homes.

“‘Humans Over Houses’ is a big part of my philosophy,” Rick said. “I really want to take care of our clients like family and make them feel a part of the outstanding NextHome culture.”

Rick’s real estate career began in 2012 when he opened Hanby Realty in San Angelo, Texas. After many years of building a portfolio of satisfied clients, Rick opened his first NextHome Brokerage in San Angelo in October 2017 – NextHome Legends. 

Rick also recently opened his second brokerage in Amarillo, Texas. One day, Rick dreams of serving buyers and sellers in underserved areas up and down Interstate 25.

Each location is built on the same business philosophy that has guided Rick through his successful real estate career. 

“It is very important to me to ensure that each client feels that they are a part of our NextHome family,” Rick said. “We go above and beyond to welcome new homeowners into their houses and that standard of excellence is consistent whomever we help, wherever they are.”

Today, NextHome Big Rock Realty clients can expect a consistent standard of excellence that is truly embraced by all of the brokerage’s agents. Rick aims to structure his business and how it contracts with agents around that standard of excellence. 

“When clients work with NextHome Big Rock Realty, they know exactly what to expect and it will be a better experience than they can get anywhere else,” Rick said. 

When he isn’t growing his business, Rick enjoys everything about living in Colorado Springs – including building snowmen in his front yard, frequenting the local trampoline park with his kids, and exploring the area’s stunning beauty. In addition to a love of the outdoors, Rick’s hobbies include playing poker and rehabbing houses. 

Rick has been married to Michelle Hanby for eight years, and are the loving parents to three kids, Catherine (25), Christina (23), and Scarlett (5).

Please join us in congratulating Rick on his continued success and the opening of NextHome Big Rock Realty in Colorado Springs, Colorado!

 

Interested in being a part of the NextHome Real Estate Franchise? Contact VP of Sales Charis Moreno at Charis@NextHome.com.

 

Each office is an independently owned and operated business.

Meet your January 2020 NextHomie of the Month!

Meet your January 2020 NextHomie of the Month!

Please join us in congratulating our NextHomie of the Month for January 2020, Annie Fleeting of NextHome Beach Time Realty in Saint Pete Beach, FL. Congratulations, Annie!

Annie’s initial draw to NextHome was that the franchise model was refreshing and different, unlike the models she was familiar with. 

“My initial contact with Charis (NextHome’s Vice President of Sales) was incredibly positive,” said Annie. “And when I met James, I immediately knew it was the right match. It felt genuine and honest.”

Since joining NextHome in 2015, Annie has dived head-first into the culture, marketing, and events. She has since opened a second office in Redington Beach and is looking to continually expand.  

Annie is a native to St. Petersburg, Florida and is the proud wife to her Scotland-born husband Bobby. She is the proud mother of four; two boys Mark and James and two girls Victoria and Amanda, and the grandmother of five. When she’s not enjoying time with her grandchildren, Annie loves to travel every chance she gets. Her and Bobby recently traveled for 29 days in Europe for their 29th anniversary. Annie also enjoys writing and dreams of publishing the fantasy novel she has been working on and the books she has written for her grandchildren.

Annie began her career in Real Estate at the tender age of 11 when she started showing apartments for her father’s property management business, and first became a licensed real estate agent 21. She left the business for a while to raise her family abroad in Scotland for ten years with her husband where he was a property developer. 

When asked what she loved most about being a NextHomie, Annie attributed it to the NextHome family. 

“It’s the people and the culture that make the NextHome difference,” said Annie. “Cultivating those values in my offices has made all the difference.”

Annie’s success and representation of the NextHome brand rightfully earned her the January 2020 NextHomie of the Month recognition. Congratulations, Annie!  

Amanda Mills

NextHome Culture Committee Chair

Meet your December 2019 NextHomie of the Month!

Meet your December 2019 NextHomie of the Month!

Please join us in congratulating our NextHomie of the Month for December 2019, Carlos Rios, the energetic, motivational, and hardworking agent from NextHome My Way in Milwaukee, WI. Congratulations, Carlos!

Carlos has been a NextHomie for over a year now, and made sure to do his research before joining. He interviewed at other companies before concluding that NextHome was the perfect fit for his career goals, and the fact that his brother is the owner of NextHome My Way helped as well. 

“The energy is contagious! Along with that, the corporate staff is integrated and there for us. There is no hierarchy, we are all team players,” said Carlos on why he chose NextHome. “I am always looking for a way to help a NextHomie out and so are they.” 

Carlos’s success in real estate can be traced to his disciplined work ethic rooted in his athleticism. Prior to real estate, Carlis was a Golden Glove boxer, a member of the Puerto Rico diving team, a competitive cheerleader in college, studied martial arts, and last but not least – a professional skateboarder. 

When asked what he enjoys most about being a REALTOR®, Carlos’s answer is commonly a least-favorite task of the job. 

“I enjoy making the calls,” Carlos said. “I like the opportunity to take what is an uncomfortable situation for most and turn it around to a warm and positive experience.”

Outside of real estate, Carlos is making a difference in his local community. His goal is to provide high school graduates with professional attire to prepare themselves for success after graduation. If you’ve met Carlos or follow him on social media, you’d recognize his approach that if you feel good, you’ll do good. 

We’re thankful to have NextHomies like Carlos in the NextHome family. His energy and motivation to help people rightfully earned him the December 2019 NextHomie of the Month recognition, congratulations Carlos! 

Amanda Mills 

NextHome Culture Committee Chair

NextHome opens office on Texas resort island

NextHome opens office on Texas resort island

Kori Marra

Pleasanton, CA — December 17th, 2019 — NextHome is proud to announce our newest addition to the franchise, NextHome on the Coast, based on South Padre Island, Texas. The brokerage represents the 28th office location opened in Texas for the NextHome franchise.

The brokerage is owned by Texas-native Kori Marra and provides unparalleled, professional service for clients seeking their first, second, or perhaps even their perfect vacation home. 

South Padre Island is a resort town on a barrier island off the south coast of Texas, about two and a half hours south of Corpus Christi. With stunning beaches and internationally famous bird watching, South Padre Island is a haven for anyone seeking a stunning, simple life, or for anyone looking for the perfect sunset. The area boasts one of the top kiteboarding experiences in the world for both summer and winter visitors. Other attributes include South Padre Island Golf Club, one of the finest in the Rio Grande Valley, and the famous Texas International Fishing Tournament takes place annually every year.

Although she was born in West Texas, Kori has owned a property on South Padre Island for over 20 years. 

Kori began her real estate career in 1998 after moving to south Texas as the wife of a U.S. Border Patrol agent. After working for several nationally franchised brokerages, looking for as much experience as possible, Kori obtained her broker license and alongside her business partner, owned a RE/MAX franchise in Harlingen, Texas for the next 15 years. 

The business thrived under Kori’s leadership and became the premier brokerage in Harlingen. For multiple years, no other brokerage in the area did more business than Kori’s. With about 16 agents, Kori’s office was able to close between 80 and 100 transactions per year in a town of around 60,000 people. 

During her ownership, Kori’s love for volunteering in her community continued to grow. Her involvement included children’s advocacy, the city board, the local MLS board, the Chamber of commerce, and chairing large fundraisers for The Children’s Miracle Network, to name a few. As her office continued to grow, Kori made the decision to run for the local city council where she won a seat. Being involved in the fight for property owners’ rights is also a passion for Kori. 

Kori sold her office in 2016 after deciding to follow her dream of living full-time on South Padre Island and selling real estate there. While pursuing continued education and some business coaching, Kori heard about the NextHome franchise. 

“I fell in love with the franchise,” Kori said of her first impression of NextHome. 

Today, Kori runs a beautiful brick and mortar office on South Padre Island which is fully staffed with four of the area’s best agents. NextHome on the Coast stands apart through its focus on rigorous standards of dedication and marketing perfection. The office focuses on serving South Padre Island, Port Isabel, Laguna Vista, and the Los Fresnos areas. 

“We hold the agents to very high standards of professionalism,” Kori said. “The bar is set high at NextHome on the Coast.”

When she isn’t selling real estate or helping her agents, Kori enjoys her favorite sport – fishing. She is the proud mother of three children: Danielle (26) who owns a private specialized wine tasting company, Lane (25) who serves in the U.S. Coast Guard and is a graduate of the Navy’s prestigious Field Dive School, and Piper (17), a junior in high school who plays tennis and volunteers with the local non-profit Sea Turtle Inc. 

Please join us in congratulating Kori and her team on the opening of NextHome on the Coast on South Padre Island, Texas.

Interested in being a part of the NextHome Real Estate Franchise? Contact VP of Sales Charis Moreno at Charis@NextHome.com.

 

Each office is an independently owned and operated business.

NextHome announces Treasure Coast brokerage

NextHome announces Treasure Coast brokerage

Cristi Hernandez & Karen Luther

Pleasanton, CA — December 1oth, 2019 — NextHome is proud to announce our newest addition to the franchise, NextHome Treasure Coast. The brokerage represents the 62nd office location opened in Florida for the NextHome franchise.

The brokerage is based on the Treasure Coast in the town of Stuart and is owned by Cristi Hernandez and Karen Luther. Cristi and Karen provide decades of area expertise as they lead an office of 20 professional agents. Cristi will be NextHome Treasure Coast’s broker of record. Karen will handle administrative operations – a role she is well suited for following a career as a business director at one of the nation’s largest law firms. 

NextHome Treasure Coast provides unparalleled service for residential buyers, condo purchases, and those seeking the perfect vacation home. The team also has unique expertise in beachfront properties, multi-family, luxury, and farmland.

Stuart is located about 40 miles north of West Palm Beach, and NextHome Treasure Coast will serve a metro population of more than 167,000. The brokerage will help clients across Stuart, Palm City, Jensen Beach, Hobe Sound, Jupiter, Palm Beach Gardens, Port St. Lucie, Fort Pierce, Sewells Point, and the remainder of North Palm Beach, Martin, and Saint Lucie counties.

Cristi began her real estate career in 2002 with a nationally franchised brokerage in Lake Worth, Florida – an eclectic coastal community in Palm Beach County. After one year there, she transitioned to Illustrated Properties, one of the largest independents in the state. Within her first three years, Cristi’s hard work propelled her to the top 10% of agents in a brokerage of more than 650. 

Although she started at the company’s Lake Worth location, Cristi soon moved to the Sewells Point office where she continued to build her database of happy clients.

In 2013, Cristi began working with a Stuart-based Keller Williams office where she became a team leader. 

Cristi’s hard work helped the brokerage grow from a $167 Million company to a $450 million company. 

“We grew to a 250 agent office with an average 1,500 plus closed units per year,” Cristi said. 

The fact that the entire market area had about 850 agents total makes Cristi’s accomplishments even more remarkable. 

Meanwhile, as Cristi was building her real estate career, Karen was climbing the corporate ladder as a Business Director. 

Karen began her career as a legal secretary with Greenberg Traurig – one of the top 10 largest law firms in the nation. In 2000, she became a Business Director for two of the firm’s many offices, a position she held until leaving in 2014. 

After years of non-stop, high-pressure, frantic work, Karen left the firm needing something new. 

“I needed a chance to recover from burnout,” Karen recalled. 

After taking time to rediscover what brings her joy, Karen started working as an Assistant Marketing Center Administrator at the same Keller Williams office as Cristi. Karen used her years of business expertise and incredible work ethic to handle the office’s on-boarding and retention. 

Eventually, Cristi was drawn to the appeal of owning her own brokerage and found NextHome during her search on where to implement her talents. She knew that she wanted Karen to be a part of it. 

“I realized I could build an empire for someone else or I could build my own,” Cristi said. “Karen has all the attributes that I don’t have, she is the ying to my yang, and I knew we would make a phenomenal team.”

Karen agrees that the combination of their professional skills, experience, and personalities will create great value for Treasure Coast clients. 

“Cristi has this unique ability to dial in on someone when meeting them for the first time,” Karen said. “She has an ability to quickly understand unique needs and personalities. I knew we could build something great together.”

“Cristi came to me and asked if I would look through the NextHome materials and give her my opinion,” Karen said. “Then we sat down and had a conversation about becoming partners.”

As NextHome franchisees, Cristi and Karen look forward to providing buyers, sellers, and agents with phenomenal marketing, time-saving tools, and great leadership. 

“I came from a very strong leadership background and one thing that was appealing about NextHome was the structure and the strong direction the company provides,” Cristi said. “If you don’t have strong leadership, you are going nowhere.”

Today, Cristi and Karen are making NextHome Treasure Coast stand out by providing their agents with unparalleled support and leadership. 

“I think that we do bring a very unique value to this market,” Karen said. “We offer a tremendous amount of agent support and we are very hands on. At NextHome Treasure Coast, we offer the personal touch.”  

Cristi’s main focus is building the NextHome brand with an occasional sale to help keep a watchful eye on market changes and the challenges her agents might face. 

“If you are training agents you want to know what they are experiencing,” Cristi said. “You want to know what’s going on out there. The only way to know those things are great communication and keeping yourself out there.”

Karen and Cristi are active in various community service organizations, including Children Achieving Radical Educational Success (C.A.R.E.S.) and Kane Center Council on Aging of Martin County.

C.A.R.E.S. works with St. Lucie County schools to provide the county’s more than 1,400 homeless K-12 students with basic supplies. Thanks to the organization’s work, kids living homelessly get essential hygiene and other basic need supplies and educational resources to keep them engaged year-round. 

Once a quarter, Cristi and several other agents provide a delicious meal for seniors at the Kane Center. Along with the food, Cristi gives her time, staying to chat and play games. She and Karen also participate in a monthly Womens Power Lunch where 150 of the area’s leading professional women come to support each other and network. In addition, Cristi is a past president of the St. Lucie chapter of Women REALTORS® and past GRI Instructor.

When she isn’t selling real estate, building her business and helping her community, Cristi loves to boat, fish, and going snorkeling with her family. She has been married for 25 years to Roy Hernandez III and together they have two sons: Roy Hernandez IV (24) and Robert (22). Together, Roy and his namesake son operate a roofing and construction business – ACI Century, and Robert is in law school. 

Karen has been married for 31 years to Don and together they have two sons: Michael (28), a resident of Savannah, Georgia who also works in real estate, and Bradley (26), a student at the University of Tampa. When she isn’t building NextHome Treasure Coast and volunteering, Karen loves to cook, read, and walk.  

Please join us in congratulating Cristi, Karen, and their team on the opening of NextHome Treasure Coast in Stuart, Florida!

 

Interested in being a part of the NextHome Real Estate Franchise? Contact VP of Sales Charis Moreno at Charis@NextHome.com.

 

Each office is an independently owned and operated business.

Kansas’s top transactions agent opens NextHome office

Kansas’s top transactions agent opens NextHome office

Mary Froese

Pleasanton, CA — November 19, 2019 — NextHome is proud to announce our newest addition to the franchise, NextHome Professionals. The brokerage represents the 10th office opened in the state of Kansas for the NextHome franchise.

The Topeka-based office is owned by Mary Froese (frāz). Mary is leading the area’s brightest independent agents as they bring NextHome’s unique blend of technology and personalized service to Topeka and surrounding counties. 

NextHome Professionals will serve buyers and sellers across Shawnee, Osage, Wabaunsee, Jefferson, Douglass, Geary, and Jackson county. 

Mary has spent many years building unparalleled expertise in residential sales, foreclosures, and commercial properties. NextHome Professionals agents are also experienced in relocations and investment properties.

Mary’s remarkable career in Midwest real estate began in 2007, after she sold her mortgage company to Wells Fargo. 

“After almost a decade in the mortgage business, I loved real estate,” Mary said. “When my company sold, I decided it was time to get on the other side of the table.”

Mary’s mortgage company operated 11 offices in nine different states, meaning her first job as a new agent was to build a strong Topeka reputation. Her entry into real estate also coincided with the worst downturn American home buying had experienced in decades. Nonetheless, through hard work, follow-through, and packing her weekends with open houses, Mary closed 96 transactions her first year. 

“In that first year, I wanted to learn how to do all things real estate – the paperwork, process, transactions, inspections, contracts, all of it. I also wanted to learn how to do it really well,” Mary said. 

After thoroughly mastering the foundations of real estate, Mary’s second year focused on foreclosures. 

“Foreclosures were very common at the time, so I focused on building unparalleled skills in that arena,” Mary said. 

In her third year as an agent, Mary became known as an investment real estate expert. By focussing on one area of expertise at a time, Mary climbed to the pinnacle of her profession. 

“Although it required me to turn down business, I didn’t want to take the shotgun approach,” Mary said. “I only said yes to the things I knew I would be able to deliver superior value on. I wanted to build a really strong reputation, and do the best job possible. That was the focus that allowed me to grow.”

After four years of building a reputation as Kansas’s premier agent, Mary had the opportunity to buy the nationally franchised real estate office she worked for. In 2012, alongside a business partner, Mary added brokerage ownership to her skillset. 

In the following years, Mary built the number one selling team in the state based on transactions – a distinction the team held for many years. Alongside six agents, The Froese Team closed 784 transactions at their peak. 

“I think my work ethic came from growing up on a farm,” Mary said. “I have a big family, all brothers, no sisters. My dad stressed hard work, being nice, and doing the right thing. I’ve always run my business not necessarily based on how I would want to be treated, but how I would want others to treat my parents or my children.”

Mary’s success is built on a foundation of integrity. 

“I believe in doing the right thing, always. Even if you feel like you are losing at the time, if you do the right thing, it always works out in the end,” Mary said. 

As the real estate market in the Midwest continued to evolve, Mary knew she needed a company that could support her thriving, values-driven business with cutting-edge technology and marketing. That’s when she found NextHome. 

“Today’s market is increasingly driven by technology,” Mary said. “In addition to ethical treatment, clients increasingly want the ease, comfort, and immediacy available from the tap of a smartphone or the click of a mouse.”

Mary saw how NextHome’s business was the perfect blend of cutting-edge technology and old-fashioned values. 

“With NextHome, everything is set up so smoothly for agents, brokers and owners,” Mary said. “We put a listing in and within 24 hours we have the marketing package at our fingertips. The superior tools take care of everything, allowing our agents to focus on great customer service.” 

When she isn’t building her business, Mary is a voracious reader – consuming about three to four books per week. She is also active with her local community and takes an active role in the neighborhood stabilization programs across Topeka. 

Mary and her husband Gary have fostered children, instilling in the family a passion for helping those who need a little extra support and help. NextHome Professionals has teamed up with Communities in America, an organization that works with youth. The office has hosted fundraisers and gathered school supplies for the organization – a partnership they hope to continue well into the future.  

Mary and Gary are the proud parents of four children – many following their mother into the real estate business. Seth (30) has been working with his mother as a REALTOR® for eight years. Holly (27) helps with administrative tasks at the office. Cody (26) works in real estate remodeling and owns a lawn care business. Katie (24) also has her real estate license and recently moved to Iowa. 

As a family, they love to vacation together, cook family dinners, and play spirited card games. 

Please join us in congratulating Mary on the opening of NextHome Professionals in Topeka, Kansas!

 

Interested in being a part of the NextHome Real Estate Franchise? Contact VP of Sales Charis Moreno at Charis@NextHome.com.

 

Each office is an independently owned and operated business.

Sylvia & Nicola: A Service Dog Team

Sylvia & Nicola: A Service Dog Team

Throughout her life, Sylvia, who has muscular dystrophy, has relied on her parents to assist her with day-to-day tasks. Sylvia has never let her disability put a limit on her success. She graduated near the top of her high school class with a 4.25 GPA. She was co-captain of the mock trial team at school, served on the youth advisory board of the local children’s hospital, interned in the Alameda County district attorney’s office and is a budding filmmaker.

In April of 2019, Sylvia’s world was turned upside down when she was admitted to Stanford University. An exciting time for most high school seniors was a worrisome time for Sylvia. The idea of leaving home seemed impossible due to her reliance on others for help.

“The thought of going away to college is scary, I was worried that I wouldn’t be able to keep up academically, that I would struggle to make friends, that I’d be lonely. But I also worried that my wheelchair and disability would interfere with my ability to meet new people,” shares Sylvia.

Everything changed in July when Sylvia was invited to Team Training and was matched with expertly trained Service Dog Nicola.

“Nicola has given me a sense of security and independence that I’ve never felt before. I no longer need to be afraid of being left alone because I know that if I drop something, she’ll be there. I know that I no longer need to be worried when I’m walking on campus and need help to carry my books because she’ll be there. I don’t need to be worried about days when I’m feeling particularly lonely because she’ll be there,” Sylvia says with a warm smile.

Canine Companions Service Dog Nicola is expertly trained in over 40 commands to assist Sylvia. Nicola can open doors, pick up dropped items, pull a manual wheelchair and more. Much more – she will be with Sylvia during this transformative time in her life.

“Nicola and I are college gals, she will always be there for me, and I’ll be there for her,” Sylvia shares excitedly.

To learn more about Canine Companions for Independence, click here.

Trends in Charitable Giving

Trends in Charitable Giving

As we approach the holidays, we often see people coming together to benefit others and a renewed focus on giving back.  Some people choose to donate their time, others donate supplies or money.  As a business owner, you should be aware of the personal and financial byproducts of charitable giving.

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more than $400 billion in the history of the report.1

Americans give to charity for two main reasons: to support a cause or organization they care about or to leave a legacy through their support.

When giving to charitable organizations, some people elect to support through cash donations. Others, however, understand that supporting an organization may generate tax benefits. They may opt to follow techniques that can maximize both the gift and the potential tax benefit. Here’s a quick review of a few charitable choices:

Remember, the information in this article is not a replacement for real-life advice. It may not be used for the purpose of avoiding any federal tax penalties. Make sure to consult your tax, legal, or accounting professional before modifying your charitable giving strategy. 

Direct gifts are just that: contributions made directly to charitable organizations. Direct gifts may be deductible from income taxes depending on your individual situation.

Charitable gift annuities are not related to annuities offered by insurance companies. Under this arrangement, the donor gives money, securities, or real estate, and in return, the charitable organization agrees to pay the donor a fixed income. Upon the death of the donor, the assets pass to the charitable organization. Charitable gift annuities enable donors to receive consistent income and potentially manage taxes.

Pooled-income funds pool contributions from various donors into a fund, which is invested by the charitable organization. Income from the fund is distributed to the donors according to their share of the fund. Pooled-income funds enable donors to receive income, potentially manage taxes, and make a future gift to charity.

Gifts in trust enable donors to contribute to a charity and leave assets to beneficiaries. Generally, these irrevocable trusts take one of two forms. With a charitable remainder trust, the donor can receive lifetime income from the assets in the trust, which then pass to the charity when the donor dies; in the case of a charitable lead trust, the charity receives the income from the assets in the trust, which then pass to the donor’s beneficiaries when the donor dies.

Using a trust involves a complex set of tax rules and regulations. Before moving forward with a trust, consider working with a professional who is familiar with the rules and regulations.

Donor-advised funds are funds administered by a charity to which a donor can make irrevocable contributions. This gift may have tax considerations, which is another benefit. The donor also can recommend that the fund make distributions to qualified charitable organizations.

Some people are comfortable with their current gifting strategies. Others, however, may want a more advanced strategy that can maximize their gift and generate potential tax benefits. A financial professional can help you assess which approach may work best for you.

For more financial advice from our partners at Gateway Financial, visit their website for more information.

Shane Westhoelter may be reached at 858-428-3929 or shane@gfainvestments.com

www.gfainvestments.com

This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a brokerdealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.
The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.
We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling 1-858-GATEWAY  . This email service may not be monitored every day, or after normal business hours.
Citations.
1 – givingusa.org/giving-usa-2018-americans-gave-410-02-billion-to-charity-in-2017-crossing-the-400-billion-mark-for-the-first-time/ [6/13/18]
NextHome expands in the Houston area

NextHome expands in the Houston area

Chantell Hypolite & Kenneth Gabriel

Pleasanton, CA — November 7th, 2019 — NextHome is proud to announce our newest addition to the franchise, NextHome Realty Executives. The brokerage represents the 26th office location opened in Texas for the NextHome franchise and the eighth office location in the greater Houston area. 

NextHome Realty Executives is led by former City Planner Chantell Hypolite and her partner Kenneth Gabriel. Together with her team of top-notch agents, Chantell serves residential buyers and sellers across Houston. Her areas of expertise also extend to the suburbs, serving clients in Richmond, Sugar Land, Katy, and Spring. 

Chantell began her career as a City Planner in Hattiesburg, Mississippi, after obtaining her Master’s Degree in Urban Development and Environmental Policy with a Specialization in Housing & Community Development. Chantell has also been a City Planner in League City, Texas. For four years, Chantell specialized in housing and community development. Her days were filled with writing ordinances, considering zoning regulations, and mulling over the best way to use League City land resources. 

“I just naturally fell into the real estate side of things,” Chantell said.

Her evolution to real estate began with a job performing site acquisitions for cell phone towers.

“The site acquisition agent I was working with said he was really impressed with my knowledge and how easy I was to work with,” Chantell recalled. “He recruited me and soon I was finding properties to build cell towers on all across Houston, as well as into the valley, all the way to Mexico border towns.”

Chantell began negotiating land leases for the cell towers, resulting in the company paying for her to get her real estate license. In a matter of weeks, the sharp city planner had her license and a new career path. 

In 2018, after two years of negotiating land leases, Chantell dove into real estate sales full-time.  She was recruited through mutual friends to the RE/MAX Allstars brokerage based out of Cypress. Chantell worked with the brokerage for two and a half years where her resourcefulness and drive helped her build a successful career in real estate. Chantell then began working for a small boutique brokerage, Sky Real Estate Professionals, where she remained for another two years. 

Eventually, Chantell’s drive for constant improvement and innovation sparked her interest in opening her own brokerage.

One evening, she was at a continuing education class and began picking the brain of a well-established broker in the area. 

“This woman had owned her own brokerage for 10-15 years and I really respected her,” Chantell recalled. “She said, ‘You know, I think you might want to look at NextHome. If I had to do it again, I would open a NextHome franchise.’ I reached out to NextHome and the rest is history.”

Chantell was impressed with the members and leadership team she met at NextHome and how friendly everyone was. 

“My first thought was, ‘Are these people real?’ It was just a different environment,” Chantell said. “People were so nice. Kindness and treating people with respect is a differentiating factor in business and NextHome does it so well.”

Today, Chantell is blending her real estate expertise with NextHome’s suite of top-level tools to bring quality service to Houston homebuyers. 

“They can expect to have their needs put before our commissions,” Chantell said about what NextHome Realty Executives clients can expect. “We give world-class service. We are going to answer the phone, be available, and communicate often. If you have a property under contract, we will send daily updates as needed. You are never going to wonder where you are or what is going on in the process.”

Chantell is very active in her community, especially in serving Houston’s homeless and needy. NextHome Realty Executives is sponsoring a garden bed at the Blodgett Community Garden. Sponsors grow, tend, and cultivate the food grown there and then the fresh fruits and vegetables are available to residents across Houston’s Third Ward. 

In addition, Chantell volunteers with The Bag Ladies Organization. The group gathers feminine hygiene supplies and distributes kits to local homeless women. Chantell continues to put her city planning skills to great use with the area’s homeless coalition. 

“We identified through GIS mapping where resources were available for the homeless,” Chantell said. “Then we look for duplications or areas where resources are lacking and make suggestions.”

She is also an active member of the Wheeler Avenue Baptist Church where she serves on the Courtesy Corp leadership team. 

Chantell is the proud mother of Carter (7) and the family recently welcomed Lilly (16) into their home. She is also the proud dog mom of a Yorkie Jase and a Lab mix rescue Cooper. 

When Chantell isn’t helping clients and her community, she enjoys riding bikes, DIY projects, and visiting the zoo with her family.  

Please join us in congratulating Chantell and her team on the opening of NextHome Realty Executives in Houston, Texas!

Interested in being a part of the NextHome Real Estate Franchise? Contact VP of Sales Charis Moreno at Charis@NextHome.com.

 

Each office is an independently owned and operated business.