I also find those with dedicated client management staff do better than those who don’t have this.

Most of the scenarios proposed to us by potential clients for such joint ventures would likely create a benefit between the parties and not pass scrutiny in an audit.There are many ways to safely and productively grow your IRA investing in non-traditional assets such as real estate in a standalone fashion,  There is no need to take unnecessary and foolish risks with your retirement savings.

Hopefully you can get a few client testimonials and failing that, ask the local investor community for feedback on them, especially busy investors who are doing a lot of deals.

I have even heard very smart asset protection attorneys who have their clients take out debt on properties for this very reason. 

https://www.bizjournals.com/louisville/news/2018/0...My clients have ten flips going on in a four block radius.

For wholesaler clients I have the contracts allow for my client to choose the title company. 

Yep, I have used NREIG for multitudes of clients.

@Matt Fore Yes it does have to be capital gain although there is some language that just references "gains" so we are waiting on additional guidance as to whether ordinary gains would qualify.I think the reason capital gains need to be invested into the funds instead of straight cash is that by recognizing a capital gain you are selling something which promotes economic activity (selling stocks, businesses, real estate, etc.)

I never advise clients to use one over the other but instead use them together for stronger protection.

I am looking to learn as much as possible and assemble a team so that I can invest out of state in the Connecticut market by the end of this year.Some background on me: I am 25 and currently operate a Social Media Management company where I build my client's Social Media accounts.