However, long story short, yes there is, although I would recommend finding an advisor who is skilled in holistic financial planning that includes not just traditional stock market investments or real estate investments exclusively, but all investment strategies to help in your specific goals.In general though, you can either find a fee-only CFP that has expertise in real estate and other alternative investments, or you can find an advisor who is at the very least willing to have a conversation free of charge prior to any actual investments so they can give you a very good idea of whether they would be able to help you prior to beginning a relationship.

Quote from @Wilson Lau: Quote from @Zhenyang Jin: Hi all,I under contracted one 6 units multifamily in Bay Area and doing commercial loan with Chase. 

However, the IRS may scrutinize exchanges if the holding period post-transfer is too short (typically 12-24 months recommended).If one partner wants to defer capital gains while the other prefers cash, the deferring partner could reinvest their share into a Qualified Opportunity Zone (QOZ) fund, which can defer and reduce taxable gains if held for at least 10 years.

Creative financing options like seller financing or assuming a low-interest FHA loan can also help you secure better terms.

I'm considering purchasing a condo or a small SFH in the Oceanside/Carlsbad area as an investment property and renting it out on a short term rental site like AirBNB. 

For example if one partner added a long-term rental in one party completed a rehab and flip, please properties we need to be filed.

We love investing into properties that we can hold long term and we have been fortunate enough to have great tenants through our intense vetting process that stay with us for long periods of time.

While you can start with a written agreement, a professional document will help protect both of you, particularly in terms of ownership, responsibilities, and profit-sharing.

I’m also open to exploring short-term rentals, private lending, or passive investing in funds—anything that maximizes returns while keeping risk and time commitments manageable.For context, I’d consider leaving my job if this could become a full-time venture that surpasses my current compensation (low-mid six figures).

the majority of even my national users are looking to keep cash in reserve and as such are looking to landlords to finance that TIA as additional rent at a return premium and then that extra rent bakes off in whatever term is negotiated.