I am working through this structure with a number of clients right now from a tax perspective.I highly recommend Mark Fetzer at KKOS - I work with him often on these clients and he is set up to advise in Texas.

A balanced approach, combining financing with a cash reserve for stability, maximizes tax efficiency, inflation protection, and aligns with your goal of retiring sooner.This post does not create a CPA-Client relationship.

And the only "client" reviews I've seen mention that their customer service is non responsive and difficult to get a hold of once you're purchased their services.

Hi @Luca Perinuzzi, I work with New Western and we only sell investment properties, so all of our clients are naturally investors.

Clients are getting much better terms using their local credit union, and generally really appreciate being the good advice and direction.

If a stock broker were to do the same thing with bond holders in his agency with investor clients it would be illegal, (churning accounts) in the note business it's accepted practice.

Pennsylvania even had cases where lawyers were disbarred for selling overly complicated trust structures to older clients who didn’t need them.2.

Ensure your investment pipeline justifies the fees, and consult the custodian about rollover options to avoid unnecessary expenses if investments slow.This post does not create a CPA-Client relationship.

*This post does not create an attorney-client or CPA-client relationship. 

We often take over "turnkeys" and find them a bit of a mess.That's why we started doing BRRR Turnkeys for our clients where they buy a fixer-upper and we renovate to THEIR standards, find a tenant and manage for them.