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.

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

My loan officer is saying no, but the literature I'm seeing says up to 12 months delayed occupancy is allowed for special circumstances.

You can utilize sites directly like zillow, realtor etc... or use other specialized sites like Propstream etc..

Maybe we can find a mentor or local agent who specializes in our scenario.

Hello,I would appreciate your recommendations for lenders specializing in single-family homes, both for builders and for individuals interested in purchasing a new construction home or a home currently under construction.Thank you, Anna