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?

We are looking to move from that, to a rental property, or a self storage property.Hey @Steve Wortman, welcome to the BP Forum!

Being a Teacher and self managing your investment home... 

Service disruptions can understandably lead to frustration.From my perspective in the self-directed IRA industry, effective communication and responsiveness during transitions are crucial to maintaining client trust.

I'd like to know how self-management is going for you, I've self-managed and was quite lucky with my first renter and not so lucky after!

We also would like to self-manage if possible.

Or there can be being a GP in a syndication, where you have, effectively, no money down: source $3mm deal, commit $50k with your LPs, collect 3% acq fee ($90k) without ever funding your $50k... you pocket $40k, and have a $50k interest in the deal. 

You will need to roll over your retirement funds into a self-directed IRA account (funds would be lent from there and returned back there).

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

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.