You want an accountant who can help you strategize and who is responsive when you want to know the consequences of the financial decisions you are making throughout the year.Good luck.

Back prior to covid, real estate investing was buying strategically and somehow adding value.

Pivoting isn’t losing, it’s strategic.

The power of leverage is one of the main benefits that distinguishes RE from other investment choices, and the refi is where real wealth is made.

Lease options are the vehicle of choice here, until I sort out how to get to the other side of the ceiling imposed by debt to income ratio.

It seems like your advice focuses on building a strategic and scalable approach to real estate investing—a growth-oriented mindset. 

However, I agree with most of you that half the time was spent on pitching their $40k program is the way to financial freedom and your only choice to attain your goal etc.

Tax saving might change you ROI so focus on meeting those rules if you are going to close on it.Kissimmee’s competitive STR market requires strategic theming and marketing to stand out, but its proximity to Orlando attractions and future developments like Epic Universe could drive demand.This post does not create a CPA-Client relationship.

There certainly may be some loss aversion that drove Tyler's choice.  

Not mentioned, is recognition of other opportunities that a well-secured note may provide strategically, if placed well.