On the surface, it appears to be a straightforward role, but it becomes far more challenging when faced with issues like non-paying tenants requiring eviction or broken systems that haven't been properly followed.As a self-managing property owner, it is absolutely doable—but success depends on treating it like a business.

This is a common term used for someone whose primary role in the partnership is to secure the loan, commonly through their financial wherewithal of their net worth and liquid capital.

If a broker steps into the role of the Seller, then they are the Seller not the broker per contract.

If I were to apply for a CFO role now, more than likely I have to advantage over a CFO that was in a manufacturing company for a real estate company.EAs specializes specifically in taxationCPAs have a broader knowledge for accounting, auditing, financial planning, and taxation.EA must pass a 3-part IRS exam and do not require a college degreeCPA need a degree in accounting, 150 credit hours of education, must a 4-part CPA exam.EAs often charge a lower fees

Additionally, Irrevocable Trusts usually require that a 3rd party be the Trustee, which means that you will not have a primary role in decision-making as it relates to the Irrevocable Trust.

How the subscription agreement or paperwork you signed to do the deal would play a role in what you can and cannot do.

And if you're directly working with real estate in your CEO role, do you own 5% of BP?

I believe both active and passive investments serve a role and that at some point passive investments look much more appealing.  

Hi @Philip Jones,For the refinance aspect, the main factors will be the FICO Score, cash flow of the property, and as-is value.A Higher FICO will let you get a larger loan size and lower interest rate.Good Cash Flow will ensure that your property will be profitable for you and enable you to get the max loan size that your FICO allows for.The As-is Value will play an important role in making sure that you meet the minimum requirement for a DSCR loan of 100k, but also in making sure that the rehab work that has been done provided significant value add.

I'm curious, were you already operating these units as MTR before Dallas enacted the STR restrictions or did you pivot STRs to MTRs because of it?