You may want to make an introduction between your CPA to those 2 colleagues.The CPA can go over their services and pricing to your colleagues.I partner with many people on real estate deals - It never gets to a discussion on whether they do their own tax return or hire a professional.If a partner mentions he will provide capital - does he provide the capital on a timely manner.If a partner mentions he will find deals - does he find many deals and provide an analysisIf a partner mentions he will manage a property - does he manage the property well(find tenants, collect rent, communicate with contractors, etc)

I’d love to learn more about how you operate in multiple markets and what strategies you’ve found most effective for managing properties remotely.Looking forward to staying connected!

My primary goal is to find the most cost-effective solution that minimizes tax liabilities, including avoiding property tax reassessment and maximizing the step-up in cost basis. 

My current property management company doesn’t offer this service, and the only company I know of is very hard to communicate with.

You likely don't have the net worth, proper LLC management or proper separation of personal interests to make this an effective approach. there numerous BP threads you can search to get more insights. tldr - keep under personal name and get a good umbrella plan. 

Quote from @Dominic Mazzarella: Quote from @James Wise: TikTok is supposed to be shut down in the U.S on 1.19.2025 unless the Supreme Court blocks or delays the U.S. ban per Trump's request.I won't pretend to have any idea how the inner workings of the data collection between China and the USA effect the world, but on a personally business not, I like it.

They also didn’t like the idea that Phase 2 investors would dilute their position when they come in later.What are some fair and effective ways to address this concern?

Open to all suggestions.Hi Drew, happy to refer you over to my investor friendly PMs here in Columbus Ohio - they are the best in the business and super responsive/communicative and have done an amazing job for both me and my clients!

I believe in this so strongly that I have even once confronted a large advertising client about this issue when I discovered they had language to this effect in their terms of use in the past, and asked them to change their policy, at risk of material revenue loss to our company.

Also, how effective is their CRM—does it integrate well with other tools, and does it offer automation for follow-ups?