looking forward for our conversation!

Again, this is a conversation to have with your accountant to ensure the benefits would outweigh the costs.Another misconception is that there is little value in a cost segregation study for properties that do not have a lot of personal property in them or very little interior build out, such as industrial warehouses.

Hi Dean - we had access to a DSCR product until a couple weeks ago - it's currently paused, per my conversation with one of the loan brokers I work with. 

I'm still using it for flips and other investments but not trying to be long HELOC loans as 10% is still expensive money.If you want to talk more, I'd be happy to have a conversation.

How would you recommend initiating a conversation with such organizations?

Awesome conversation! 

If you approach the conversation by first finding out their goals, then you can back into a strategy that will work for the both of you.

Looks like a number of Real Estate CPAs commented in this thread - reach out to a few to kick-off the conversation 

I’d be happy to have a conversation about the current inventory and investment opportunities in the area.

However, alternatives like a Self-Directed IRA (SDIRA), a 60-Day Rollover, or a Roth IRA Conversion can help you avoid penalties.A SDIRA allows you to invest directly in real estate while maintaining the tax advantages of your IRA.