I was assigned to them through the team’s consultation platform.

@Philip MukaYou need to consult an estate planning attorney specialist.  

In that way, there will be an official trail of the agreement.Of course, best answer is consult CPA.

Of course, with all things, the situation varies and no one on these forums has seen your underlying documents and the actual terms, and thus, you should consult with legal counsel specific to your situation. 

If you feel your CPA may not be fully up to date on certain aspects of your particular tax situation, especially with multi-state holdings, consulting another professional can offer fresh insights or alternative strategies.

I've personally found those connections to be invaluable when trying to navigate financing options or even just finding reliable contractors.

If you're living on the road, this could be a bit challenging unless you're comfortable working with a reliable property management team.On the flip side, long-term rentals (whether it’s one or two properties) typically offer steadier, more passive income but might not generate as much monthly cash flow.

Reach out to your tax advisor, who might be deep in extension tax returns at the moment, and ask to have a consult or sit down.

Networking, financial tools, and consulting local agents can also help.

Is there such a thing as a real estate focused financial advisor or consultant?