I imagine you are still feeling the effects of Helene.

Always happy to connect and share insights—feel free to reach out if you want to collaborate or discuss deals!

They’re requesting what feels like an unreasonable amount of information, and the demands keep escalating.So far, they’ve asked for:A video tour of my home officeCredit checks on me and my partnerCopies of the deeds for every property we ownA copy of my partner’s home lease and utility billsBusiness phone billsA signed letter from the bank verifying our accountsBank statementsHonestly, it feels more like qualifying for a loan than trying to become a customer.

I feel a loss of direction and that makes it really hard for me to focus and build.Do we keep at building a portfolio of small multi family (very abundant in my market, very rare to find anything above a triplex for sale), with plans of selling the portfolio and 1031'ing into larger properties? 

I also feel confident with his staff, which is readily available and courteous.

Free events or groups are preferred, as I feel the connections made are more genuine, but I am open to anything. 

Feel free to send me a message.

I feel that the QBO is the only way to go for me, as I am remote from my Accountant and Bookkeeper. 

I have a feeling this is designed to maximize retention of now dislocated persons. 

I feel like those lists are sold and resold numerous times over and over again for the same data.