I may just take my money and go live like a king abroad and practice medicine where it matters - outside of a system regulated by insurance companies and corporations. 

Also ensure they are up-to-date on the most recent construction accounting practices, audit procedure and tax regulations.While price is a consideration for everyone, remember that the cheapest option is not usually the best option.

He himself is an active investor in the City for years, does a lot of section 8 and market rentals, is a solid combination of analytical and boots on the ground so you would get insights as to what would work on paper and then the practical aspects of neighborhoods, scope of work, rehabs, etc.

Here’s how I usually suggest people think about it when starting from scratch, based on what you’ve been circling around in your advice:Start with education, but keep it practical.

Where investors get tripped up (common patterns): Using debt leverage in private real estate or partnership structures Owning private equity or operating business interests that generate ordinary business income Failing to track and trigger Form 990-T as requiredDocumentation reminder (education-only):Maintain income characterization support and coordinate with tax professionals before and during calendar year reporting if you suspect UBTI exposure.5) Practical ChecklistBefore adding private equity–style exposure or other alternatives to your SDIRA: ☐ Confirm that the asset type is permissible for SDIRAs under IRS guidelines. ☐ Ensure entity documentation clearly names the SDIRA as the owner. ☐ Identify whether the investment may generate UBTI/UBIT. ☐ Coordinate with your custodian/administrator on valuation requirements. ☐ Review compliance risk related to disqualified persons and prohibited transactions.6) What We’re Watching Further IRS guidance on safe harbor procedures for rollovers and RMDs in 2026.

Yes, but only if the seller and buyer in the exchange are the same taxpayer.In practice that means:She must be the owner of the relinquished property when it sells (or the estate must be the exchanger if the estate is selling it before distribution).The 1031 has to be set up before closing with a qualified intermediary.

In practice, that’s rarely the full story.A few issues that tend to show up later than expected:• Density assumptions based on max zoning, not what staff or council will actually support• Use-by-right confusion, where discretionary approvals are minimized or ignored• Timeline risk, especially when neighborhood input or policy interpretation is involved• Contract sequencing, where money goes hard before entitlement risk is truly understoodNone of these mean a deal is bad—but they do change how you should price it, structure it, or exit it.In my experience, the earlier these questions are pressure-tested, the cheaper they are to deal with.

That's not illegal."...Onofrio would also lend funds to investors — a practice referred to as the “seller carry” — to help them complete real estate buys, but this was not disclosed to banks that financed those deals..." - Seller Carry is a crime now?!"...

Insurance and good lease practices do a lot of the heavy lifting for liability protection.You’re already doing many of the right things.

Hey Erick,I've heard that one of the most practical uses of AI in CRE right now is lease review and abstraction.