I only use them for tax strategy and tax filing (I have my bookkeeping covered).Their communication has been top-notch throughout each process, and the quarterly advisory calls are great to ensure I'm on the right track throughout the year, calling out where we need to make pivots, etc.I own a bookkeeping firm (100% of our clients are real estate investors by the way), an education business, a little rental real estate, and do a small amount of private lending.

Full Disclosure is Required for Non-Accredited InvestorsIf any non-accredited investors participate in your deal, you must provide them with detailed disclosure documents.The SEC states:“[The company] must give any non-accredited investors disclosure documents that generally contain the same type of information as provided in registered offerings.”This is where having a Private Placement Memorandum (PPM) and Subscription Agreement becomes absolutely necessary.A PPM outlines:✅ The risks of the investment✅ The structure of the deal✅ The terms and conditions✅ The use of fundsA Subscription Agreement ensures:✅ Investors acknowledge they understand the risks✅ They meet SEC requirements✅ They legally commit their capital🚨 Not providing these documents could leave you vulnerable to investor lawsuits.4.

I recommend documenting the reasons for your increase and ensuring that it reflects current market conditions. 

Finding the right person for the job ensures that they can leverage their unique strengths to outdo the competition and maximize our investment opportunities.By aligning incentives and playing matchmaker with our team, we've created a tight-knit crew of high-fliers.

Let me add an additional piece of info:- the LLC is owned by my family trust.  

A part of this as an REI is ensuring you have crystal clear financials down to the property level, actually reviewing them regularly, and using them to make better decisions. 

They’ll take care of marketing the property, handling all inquiries, screening potential tenants, and drafting a professional lease saving you a ton of time and ensuring everything is done by the book.We offer this exact service and it’s been a great solution for owners who prefer to self-manage once a tenant is in place.

@Joshua LorenzenDefine a detailed, itemized rehab plan with contractors to ensure budget alignment and project feasibility.

It is crucial to consider various factors to ensure accurate projections.These factors include the total loan amount, interest rate, whether the rate will be fixed or floating over the loan term, the amortization period, the loan term, and the availability of interest-only periods or future funding.

Yes, some investors layer private money with hard money or short-term loans to speed up closings, but it’s important to run the numbers carefully to ensure the combined interest and fees don’t eat your profits.