Always use your own title company when closing a transaction and send all money through them2.

I invest with my SDIRA and while it's a bit more hoops you jump through (you have to be arms length away from the transactions, can't use "disqualified" parties etc.) it's worthwhile if you're going to put it into real estate.

What you DO need to worry on and focus is your transaction.

My last real estate transaction was being a GP in a 144-unit apartment syndication in St.

Not looking for a full-blown solution for cross posting to other sites. 

They also have a "reserve" fee in which they collect 10% of every credit card transaction and hold it for 90 days before releasing it back. 

I personally am the agent on this transaction

But, excel is totally fine in the beginning (in addition to your PM software to capture transactions outside of the properties).We use QuickBooks Online exclusively for all of our REI Clients.

In certain instances ( since your help as far as your solutions go is considered consulting), you could cross a red line and end up violating the law.

Our financial support demonstrated our commitment to providing the necessary resources for successful real estate investments, enabling a smooth and profitable transaction in collaboration with our partner, Glenn Klingensmith.