I want your suggestions for Investment Team Members!

[Paul Hillyard]

Hi everyone, it's Paul again!

Before I get started, let me just squash this bug up front; I am doing a lot of research and leg work myself. I promise you, BP is not always the first place I look for all the answers. So please, if you're here to tell me I need to figure it out myself, I am trying. Pick a different website to troll.

Now for the good stuff. I am in the North Houston area, but a lot of services (e.g. tax advice) can be provided remotely - so no matter your location, if you've got a recommendation or a review, shoot! What I'm after is a team who'll work together on multiple real estate deals - not just one instance of "I need your services" and done. Who they are:

- CPA with gratuitous knowledge of the tax code, who is not afraid of the words "real estate investor." Seriously, this is the most important piece of the puzzle. I do have an initial call set up with Tom Wheelwright's Wealthability network, but I refuse to be close-minded. I know there are hundreds of savvy tax-pros out there, I just don't know their names yet!

- Real Estate Lawyer. Not just someone who can help me form LLC's and cover me on closing/title issues, but someone who also has prior experience with real estate investors and knows how to draft great real estate contracts.

- Insurance Broker. It's important to have someone in my corner who will CMA in terms of home insurance!

- Lastly, Real Estate Agent. Once again, it has to be someone who has prior experience (or even better, primarily does deals) with real estate investors. There are a lot of agents out there who just hang up halfway through the word "invest." But I'm fully aware that with the right agent, the symbiotic relationship is just plain powerful.

If you think I'm missing something, you're probably right so please let me know. I feel like this is a big ask, so please know that I really do appreciate your time and effort!