Hi Aaron,It's always challenging when companies go through transitions like this, especially when it involves something as personal and critical as managing retirement accounts.

Research, study, learn all you can for now.

The part that I can see being the most beneficial to us, personally, is the "REI Hub" which is the accounting piece that you can opt to pay for as part of your monthly subscription.

Tax accountants, investor friendly agents, 1031 exhange experts etc.

This is a very common way for people to investing using their retirement accounts.

I want a real estate agent with a hustler's mentality, who knows the neighborhoods, studies appreciation and deal analysis already, understands short-term rentals, and is potentially looking to be a scalable partner with me.

2x House Hacker here in Los Angeles and a case study in the BP book, The House Hacking Strategy.1.

I reconcile our trust account each month in about ½ an hour.

Here is a mistake / aha moment: cost segregation studies are worth it, even for a portfolio of  smaller properties!

There is an amount that you can distribute from an IRA account to purchase a personal residence.You then might be able to turn the personal residence into an investment property.Best of luck.