In my experience, it’s less about whether you can keep up with it yourself and more about whether you’re confident you’re staying ahead of all the moving parts.Tax laws—especially around real estate deductions, depreciation, passive activity rules, and elections like PTET—change almost every year.

They owe me about $5000 in late fees that is part of their "guranatee", but If they never respond to my calls or emails then all I can do is fly to memphis and approach them in person. 

So unlike a 1031 you can still keep out principle and even a portion of the gain and claim all the benefits associated with the Opportunity Fund. 3) Unlike 1031 Opportunity Funds don't have intermediaries or fees. 4) Both have a 180 day rule.

Hi Dan,I am an insurance agent, but I am in CA. 

Like you mentioned, strong screening makes all the difference.

I often tell my clients brrr is more tax efficient and to consider this strategy if it fits In with their long term goals 

It’s basically a whole life insurance policy that you overfund.

It's something you pass onto your renters and to those in your family. 

Good Morning Garrett, love your podcast and watch all the time.

Sell the property to a new entity that you form and get acquisition financing in place.