There's a common belief that your tax person should also be an investor themselves.

I feel this gives me the flexibility to find the right solution for my client and not just sell what my bank offers.I'll also throw in my 2 cents on common differences I've seen in my career:CDFIs - Because of their subsidized financing structure, they have the ability to be a low cost lender (and sometimes provide grants).

Overcoming Common Financing HurdlesMortgage brokers excel at tackling challenges that often derail new investors:Low Down Payments: Brokers can find lenders offering low or no-down-payment loans, ideal for new investors with limited capital.Complex Income Streams: If you’re self-employed or have variable income, brokers can identify lenders that accept alternative documentation.Competitive Rates: Brokers have the leverage to negotiate better rates and fees, saving you thousands over the life of your loan.Pro Tip: Communicate your investment goals clearly with your broker so they can tailor their search to your needs, whether it’s a short-term fix-and-flip loan or a long-term rental property mortgage.3.

@Greg O'Brien did I understand that you were advertising having the "all in one" umbrella with your group as well or are you more focused/consolidated in the tax prep area? 

They can help you navigate the market and avoid common pitfalls.If you’re serious about taking the plunge, start analyzing properties in both Boston and Chicago markets to understand local trends.

This is extremely common in Detroit area.  

Agents here in our Metro Detroit market would be insulted by such a low amount and would bad-mouth us to no end.Guessing flat rate Placement Fee means only advertised on PMC website and the Zillow triad?

Thank you.Good morning, Joel - What you are describing is a very common practice on the private lending side of the financing industry.

To be completely 100 with you, I don't know if you are aware or not, but Rent To Retirement advertises some of their new construction homes on my Investment Properties For Sale Show.

I don’t use Tik Tok myself for advertising but I wonder if I’ll get more FB views once Tik Tok shuts down.