This allows you to trade stocks, mutual funds, ETFs, gain access to CD's and treasuries. 3) You can connect your IRA to what we call Wealthbridge which is a private market investing platform, enabling you to digitally invest in private opportunities.

MFM sells a service and it is up to you whether you find it relevant or beneficial.

If you would be interested in partnering with me, I can show you how this can be a long term beneficial relationship for both of us".   

While it can be beneficial for spreading tax liability and estate planning, DSTs are complex, costly, and subject to IRS scrutiny, requiring precise implementation.

Where as same investor buys a stock or mutual fund that tanks and they just chalk it up.. to me there is an irrational thought process that you cant lose money on RE..

Is it like a mutual fund?

I've been researching whether or not doing a cost segregation study would be beneficial and while I don't think I could use the bonus depreciation for 2022 taxes a recent Bigger Pockets Money Podcast (#360) https://www.biggerpockets.com/... talked about carrying forward the paper loss for coming years and the benefit of doing one now as there is still 100% bonus depreciation which will decrease in the coming years.

This is referred to as a "mutual release state".

However, if you do feel you need some representation/consultation, it may be beneficial to make an offer which can include some commission for your agent.

they're not mutually exclusive.food for thought - hope this helps