Both times the owner's insurance company ended up covering us and NOT the owner (their client) and the owner had to pay our legal fees.Your PMC doesn't seem to be on top of this and you state is already blaming you, so you may need to document that they are the problem, not you.

I have a few clients that are in medicine and they are quite astute. 

The client retained the services of a well known attorney who has a great record of winning these types of cases. 

@Brad Herb Investing in a syndication via a Self-Directed IRA (SDIRA) offers tax advantages but comes with fees and limitations:Advantages:Tax Benefits: Gains grow tax-deferred (Traditional SDIRA) or tax-free (Roth SDIRA).Avoid Penalties: Keeps funds in the IRA, avoiding early withdrawal penalties.Diversification: Adds real estate syndications to your retirement portfolio.Disadvantages:Fees: Setup, custodian, and administrative fees can reduce returns.UBIT: If the syndication uses debt, income may be subject to Unrelated Business Income Tax (UBIT).Complexity: Strict rules; all income/expenses must flow through the SDIRA.Illiquidity: Syndications are long-term, locking up funds.Use an SDIRA if the investment is significant and the UBIT impact is minimal, especially with a Roth SDIRA for tax-free growth.Remember that RE, outside of retirement accounts, provides the biggest tax benefits.This post does not create a CPA-Client relationship.

When I do it for me and my clients, we go very conservative to give better expectations of the transition process, than if it goes better, great!

Pair these steps with robust tax planning to manage profits and losses effectively while aligning your portfolio with long-term goals.This post does not create a CPA-Client relationship.

Have your attorney if they have REI clients review it.  

We focus on exceptional customer service by aligning our solutions with client needs, while innovation drives us to continuously improve processes and embrace new ideas.

The tenants are an entity client of the PM and the PM mentioned she rents 10+ homes to them and she loves renting to them.

Bought from the brother of a client at the time How did you finance this deal?