She specializes in various types of properties, including investment properties.

For example, you could offer a special deal like, “Stay two nights in August and receive a s'mores package or tickets to a local restaurant or waterpark.”You might also think about donating a week to a previous guest or a family in need.

She was neighborly and thanked me for cutting her grass on that one occasion. 

I am a local broker in Jupiter and specialize in investment properties.

Any one of these could and regularly trigger a special assessment.

@Aaron OrensteinYes, timing matters.I recommend finding an accountant who specializes in real estate taxation, tax planning and financial planning.

Anything special that I should be doing to get more leads coming in?

However, it’s essential to consider the trade-offs, especially with the difference in interest rates between uDirectIRA and Fidelity.I’d recommend talking to a custodian who specializes in this because they would be more knowledgeable about the nuances.

We can assist in building the scope of work and even visit the property on occasions to get updated pictures/video and confirmation that some work is completed before the next draw, but we can't tie up our operational resources to projects that take more than a couple of weeks.

3) Are there currently any special assessments on the complex?