With such little visibility into key indicators this past month, the release of delayed economic data will be critical in shaping expectations for the remainder of the year.

The most critical tip is to start by determining whether (and also when) cost segregation can help you in your particular situation:https://www.biggerpockets.com/forums/51/topics/1075919-five-... 

It’s critical to have the years of experiments behind the team  

It stretched me beyond just writing a check — I had to think about how financing, cash flow, and title work across multiple properties interact.Challenges & Lessons Learned (as the funding partner):Title coordination: Watching the operators juggle multiple closings at once gave me an appreciation for how complex portfolios can be compared to single deals.Cash flow management: I saw firsthand how critical it is to plan rehab draws carefully when several properties are in motion at the same time.Exit flexibility: From the lender’s seat, I realized how valuable it is when operators have multiple exit strategies (hold, refinance, sell individually).

MoFin clearly couldn’t accept the criticism and retaliated by publicly disclosing my personal information— all because I left a bad review. 

Either way, @Josh Green is in your neck of the woods and will be a critical component to having on your team.

That is why working with someone that is experienced is so critical to miss this big missteps. 

Having another independent person—a project manager or even just an inspector you trust—who can stop by to supervise the work and give you an unfiltered look at the progress seems critical.

This information isn’t just for tax season; it’s critical for making informed, strategic decisions about the portfolio as a whole.

With smart, proactive planning, you can reduce your tax burden and give yourself greater financial freedom as your portfolio grows.Equally critical is building a strong asset protection strategy.