If they’re helping with tax strategy, planning, and bigger-picture decisions, that’s where advice can be worth it.One other thing many investors eventually learn is that traditional brokerage accounts are just one bucket of capital.

Eventually, I resigned my commission, walked away from grad school and active duty after 13 years, and went full-time in real estate.Since then, I’ve worn a few hats:FlipperReal estate agentRental owner/operatorOff-market acquisitionsSmall land development and infillToday I’m in Boise doing high volume.

From the outside, it sounds like you may have a solid property that’s worth thinking about long-term.From a tax perspective, if the property is structured correctly, it can also be something you eventually pass down to your heirs.

They focus on quantity over quality, and take shortcuts in underwriting, maintenance, and reserves to achieve this goal.Those shortcuts eventually catch up with people.

Second thing: make sure you're not getting too cute with the 1031 game after you eventually sell.

A thorough investor could eventually catch the first two.Case 3 is different.

Eventually I'd like to refinance and pull out cash to move into my next deal. 

SP500 can make you 8-10% a year with 0 risk of permanent loss of capital, sure it can fall but it always eventually recovers.

In other words, sufficient capital for the cash purchase of a property (plus rehab) and eventually refinancing the completed project to a long term loan.

It needed work, and over the course of two years we renovated it and eventually sold for a nice profit (tax free since it was our primary residence).