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Updated over 1 year ago on . Most recent reply

User Stats

5
Posts
2
Votes
Nico Corrao
  • Investor
  • Winchester, MA
2
Votes |
5
Posts

ISO financial team - accountant/cfa/cpa

Nico Corrao
  • Investor
  • Winchester, MA
Posted

Hello

I'm an investor in Maine, Massachusetts, and New Hampshire. (Maine is the primary focus for real estate)

I am in need of a fiduciary for some financial planning, including new and current investment strategies - I'd like someone experienced in multifamily (5+) real estate and commercial real estate to guide me with advice on tax advantages, equity stripping, liabilities, and perhaps cost seg. in the future. 

I have been an operator for a good while, but am seeking to get a better understanding of the financial side. Any recommendations from folks with good experiences? Happy to answer questions.

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