Hello, I am writing to request any recommendations for great Property Management firms in the Greater Charlotte area.

Outside of real estate, I am a CPA, working at a small firm that specializes in forensic accounting and attest services.

In addition, I manage a 600MM book of business at one of the top 4 firms. 

I work full-time as a CPA audit manager at a Big 4 public accounting firm, and in my free time I would love to help and learn from an experienced investor with strategies similar to what I’m interested in (appreciation, single family (potential multi family), mid-term rental (potential short-term)).Open to any advice as well on how to make my first leap into actual investing!

That's who our firm recommends to most in this space!

We received multiple offers and while we are unsatisfied with the loss of principal, we believe we received the best offer available.Explanation of the OutcomeThe percentage of loss on this project is atypical as are the circumstances that caused it.As a way of background, we rely on professional third-party inspection firms to visit each property and report on the status of the renovation.

The ratio itself matters little until compared to surrounding areas, only then revealing which areas are more or less desirable than others. 

I agree that many poorly capitalized firms end up going out of business when credit dries up, their working capital suffers a short term decline, and they don't have enough cash to weather the storm.When the tide goes out many will be stranded or caught without their swim trunks at least.

But, ultimately it basically boils down to retaining cash/liquidity in the event that you desire to make additional investments (or, as it seems your concerns may be hinting to, in case you need it for something else).

What steps should I take to vet this lending firm?