No relation to Stetson from UGA, but I’ll take the connection as a compliment.You’ve posed a great question.

The preliminary analysis can have lots of data, so it's important that the provider thoroughly review it with you to explain what depreciation tax deductions Cost Seg study provides and what depreciation benefit you would get w/o Cost Seg.

One notable advantage of preferred equity is the relatively lower risk compared to common equity.

Quote from @James Wise: The term "cross selling" is used when you sell related products.

@Bao Vu The purchase price and related expenses from 2023 should be included in the cost basis for the flip sold in 2024, reducing your taxable gain.

I am in the low 800s and don't know of any tangible benefits to be at 800+.

Investing relatively small amounts into many different funds, notes, syndications, etc and having a chunk of your capital grow that way.

We've done a lot of deals together over the years and I appreciate all the work he's put in over the years especially when we were doing really lean deals and there wasn't a whole lot of profit there for him relative to the work he was doing. 

PMI is relatively low. .2-.23 for most of my clients.

I do see the tax benefits of owning rentals and how that income can offset my W2 income from a tax standpoint.