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.

Whether real estate, stock dividends, bond yields.

So I said yes.After receiving and reviewing the policy documents, I found that the insurer (Fortegra Speciality Insurance) is a surplus lines carrier, which makes me a little uncomfortable.

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

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

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