ISO financial team - accountant/cfa/cpa
I'm an investor in Maine, Massachusetts, and New Hampshire. (Maine is the primary focus for real estate)
I am in need of a fiduciary for some financial planning, including new and current investment strategies - I'd like someone experienced in multifamily (5+) real estate and commercial real estate to guide me with advice on tax advantages, equity stripping, liabilities, and perhaps cost seg. in the future.
I have been an operator for a good while, but am seeking to get a better understanding of the financial side. Any recommendations from folks with good experiences? Happy to answer questions.