I love the approach of a holistic financial view before jumping in and pursuing all sorts of shiny objects.

Looking to connect with local community members who have high standards and great work ethic so we can learn, build partnerships and make some money together :) - fellow investors to exchange knowledge, partner on deals, etc (both local and out of state)- investor friendly lenders who can provide holistic service across different loan types- investor friendly real estate agents that I can partner with (mainly on acquisition)- serious wholesalers with solid deals- GCs, trades people, builders of new homes and ADUs- inspectorsI am early in the journey and considering a number of strategies, would love to learn what has or has not worked in the past, and maybe even create some new playbooks together in this ever-changing market.cheers,Max

You're getting into debt financed distribution territory in your latest post, which generally increases the amount of work your CPA needs to do and therefore your fee.If you can't speak to your CPA without him or her charging you hundreds of dollars, or if your CPA can't convey concepts and holistically advantageous paths forward to you, you should probably look for a new CPA.You shouldn't have to learn tax law and strategy just to talk to your CPA. 

You should look at holistic approach to your entire personal and professional portfolio. 

Separately -- with the caveat that Airdna data is not perfect and that all of these numbers have to be considered holistically -- when you're analyzing homes, do you give more weight to a home that has a lower average nightly rate (under $250) with a higher occupancy rate (over 85%) or vice versa (higher average nightly rate of over $400 with a lower occupancy rate of under 50%)?

One of my best deals from a price per unit was in a bad area.... this one property takes more time than most of my portfolio to manage hence following the numbers without looking at the property holistically was a mistake on my part. 

For non-commercial real estate, cash on cash return, equity capture are better metrics, and in the long-run equity multiple, IRR or other "total return" metrics give a holistic picture. 

On the other hand, financial health is a more holistic goal that encompasses both financial stability and financial security, which are important aspects of overall well-being.Financial health involves having a sound financial plan that helps you achieve your financial goals and protect yourself against unexpected events that could negatively impact your finances.

Remember, Roth IRAs are a single element in a larger financial picture, and it's essential to maintain a holistic approach to your retirement planning.Conclusion: Embracing the Future with ConfidenceThe 2024 enhancements in the income phase-out ranges for Self-Directed Roth IRAs present increased flexibility and opportunities for investors.

TLDR: I've taken a pretty holistic approach and have come to these ideas through a wide range of different topics, conversations, books, posts and pod casts.Long answer:@Chris Corbin, i've not read any books specifically focused on partnerships, I've come across a lot of good business structure examples in a couple books that can lend themselves well to partnerships.