You will be confident to avoid major mistakes and use best practices, whether you hire this out or do it independently.

Following David Green's Core 4 strategy (realtor, contractor, property manager, and lender) gives confidence to invest anywhere. 

@Madhur Mehta,If you're going to sell (and 1031 exchange) into a new property, it makes sense in this market to be very confident in whatever you find as a new property.  

I feel confident enough to go all in in this company and it’s people.

I'm also a newbie and not confident in evaluating projects and borrowers, so would prefer to partner and diversify.I'm looking at debt funds at crowd funders like Fundrise, as well as business development (BDC) ETFs like Ares, Blue Owl, Golub.

Folks get over confident, think "what's the worst that can happen" and they often find out it's far worse than they could have imagined. 

I have no solid stance on whats least bad but can confidently say the worst approach ive seen (so far) is a capital call to fund the syndicators chp 11 so they can remain in possesion to "reorganize".

The first is to give LPs more confidence in us.

if your confident in the deal HELOC will be far cheaper than HML..

Benefit: Assess whether the cost of hiring a CPA is outweighed by the potential tax savings, reduced risk, and the value of your time saved.Your Comfort Level: Consider how confident you feel about handling your tax situation.