There may be other issues at play here that have little to do with a lack of experience at real estate tech platforms. 

Step up in basis to reduce your heirs' taxes and morePlus the real estate tax "deferral" can end up being permanent if played correctly

You're not in the position to be a cash buyer...as a former wealth manager, it's simply not a good play for you for many of the reasons stated above and more.  

Yes the Class feature Cost a bit extra which is a bummer bet the support for it is amazing, and it is easy to allow access for Tax Accountants to pull the reports they need rather than my clients playing middleman. 

Working with a great broker can also help as they will know how best to represent your interests and play the game.

Plus I just hit “Mark as played.”

I believe they played a role raising capital for these deals, but the language used on their track record implies they played a very active role in the sourcing, execution and sale of the assets, which is very likely not the case. 

It is a very safe play.

Comps to me no longer play the only role because of rates, seasonality, etc., it definitely fights the arguments on re-fis with the appraiser but I'm noticing there's just a liquidity issue that is skewing things.I try to essentially start at the floor and work my way up on the ARV as opposed to seeing the highs and working it down.

I have more than 20k to play with, just looking for ideas for best use.