Colorado Springs area

[Laura Tong]

Hello I am getting into realestate investing with my husband and we are looking to grow our team. Looking for a CPA specialized in reastate investing, lawyer for tax strategies, asset protection, and necessary contracts, property management companies, bookkeepers, realtors specializing in realestate investment properties, insurance broker, hard money lenders, investment friendly banks. Thank you for any advice you have on recommendations in Colorado Springs please. TY :)

[Bill S.]

Originally posted by @Laura Tong:

Hello I am getting into realestate investing with my husband and we are looking to grow our team. Looking for a CPA specialized in reastate investing, lawyer for tax strategies, asset protection, and necessary contracts, property management companies, bookkeepers, realtors specializing in realestate investment properties, insurance broker, hard money lenders, investment friendly banks. Thank you for any advice you have on recommendations in Colorado Springs please. TY :)

Forgive me for being a bit jaded here but your post sounds like you just listened to a weekend real estate guru seminar. Generally speaking for a beginner. The CPA can coach for the tax strategies. For asset protection you first have to have some assets to protect so people just starting out are fairly limited in their options since most lenders require the loans in your personal name so there is little to no need to spend/waste money protecting what you don't have. The contracts for real estate in Colorado are standard forms published by the real estate commission. Property management companies and realtors specializing in investment properties many times happen to be one and the same (property management done right in Colorado requires a real estate license) which you find by networking locally. Insurance brokers typically come through the real estate agent or lender.  Bookkeepers often come with the CPA but it's not a bad idea to have them separate as well. If you want someone local, then network if that's not important to you, then try something like Upwork. Hard money lenders and investment friendly banks are typically needed until you have a few properties under your belt.

Frankly if you find the right real estate agent, most of the rest will come to you through them. You might also find that a good property manager who can point you to a good agent. Mortgage brokers specializing in investment properties would also be someone you would want to know. Again they come through the agent.

Now perhaps you are wanting to do syndications which is a completely different animal and you should start by learning that business before you "build your team". Once you learn that business, then the team will fall out of your learning. If that's the route to go, you need to do some heavy reading before building your team. You might even want to get some coaching from the right people (probably not the ones givign free weekend seminars).

Networking locally can be done via Bigger Pockets. Read posts and see who knows what they are talking about. Find a few folks whose style you resonate with and follow them for a bit. Once you get a flavor of them reach out and connect and see where it takes you.

I wish you well in your real estate journey.