Partner Driven recognized an opportunity to bring the property to market standards and turn a solid profit, with the local market indicating a strong demand for renovated homes.

@Cindy Auch As others here have indicated, this is one of the more involved questions for those earning income as private lenders."

For the purpose of, say, minimizing capital gain in the same year. 

Clear and concise communication, willingness to help, and promptness have been my biggest indicators for finding the right individuals.

As an entrepreneur, especially during the startup phase, the goal is to minimize expenses and put most of your money into real estate deals.Don’t let the absence of a CPA stop you from moving forward.

Reach out to the local tax assessor to understand how a sale might impact your future property tax bills and reach out to an insurance broker to get an insurance indication. 

New construction in appreciating areas offers long-term value growth, minimal repairs, and potential tax benefits, but often comes with higher purchase prices and slimmer initial cash flow.

Expediting the liquidation of RLT assets often minimizes capital gain taxes and results in smoother distributions to beneficiaries.

I had one conversation with a CRE lender and she indicated that CRE cash-out refinance is not really available these days given market condition.

However, beyond giving this group an opportunity to do the right thing (I responded with appreciation for the transparency, the only 2 questions we're allowed to legally ask, and a gentle reminder that we are a dog-friendly property and it's a minimal cost of $20 per night), is there a better way to handle this?