When a buyer understands what loan type fits the asset, what DSCR or LTV must be achieved, what the refinance timing looks like, and how capital will be recycled, their confidence increases significantly.

Based on my experience working with real estate investor clients, opinions tend to differ but are generally consistent, mainly centered around: Knowledge/Expertise: provide proactive, year-round tax planning rather than just reactive, year-end filing.Responsiveness: answer questions promptly, reach out before deadlines, and are proactive, rather than reactive.Relatability: Most of our clients prefer working with us because we are real investors ourselves.For fellow real estate investors, what are your top criteria when choosing a new CPA or Tax Strategist?

I've been viewing properties trying to decide what I believe is a good fit for me.

Happy to connect & see if we could be a good fit with assisting on this DSCR loan!

at that price point, a DSCR loan is unlikely to be a fit.

Whether being a lender for potentially years fits your situation is a separate question.On the turnkey furnishings: most buyers discount heavily.

I will give the uninformed Ashcroft LP's a pass (and I am sure there's quite a few), but you don't fit that box because of your understanding of the investment you chose to make.

Looking for top cost segregation study company for single family rentals under 2000 sq feet.   

A rule has to be established for forcing out someone who no longer fits the group.

If I see anything that fits your criteria, I’ll reach out.Welcome to the community!