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30 December 2024 | 24 replies
Some people love the larger companies and some people prefer the smaller ones.
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17 December 2024 | 8 replies
Is it segregated (only my funds in the account)- do you have an attorney on staff that reviews exchange docs and keeps them current - what is the typical time for your staff to complete an exchange ( you want to get a feel for if they are understaffed and can they get the work done on your time frame)- how many exchanges do you do a month- what is your errors and omissions insurance through, can I get a copy- what is the amount of your fidelity bond - for each occurrence- what protections are in place to prevent wire fraud- will my funds be used by the company for outside investments (goes back to the type of account funds are held in)- who will be my contact during the exchange (goes to customer service, you want one contact who you can reach by telephone)Investors should keep in mind that it is their money they are placing with a QI to hold for a short period of time and be sure they feel comfortable with the company they choose to perform this role.
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22 December 2024 | 105 replies
They are investing 60% preferred equity in MF.
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11 December 2024 | 2 replies
The cost segregation studies that typically yield the highest credits and deduction are for properties valued at $150,000 or more or that have lots of added features such as components to operate or high-end custom finishes.
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16 December 2024 | 23 replies
The question comes with various customized details but it's the same answer over-n-over again, to such a degree that answer-burn becomes a very real thing.
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13 December 2024 | 4 replies
You need a PML who knows how to make you both money as the deals can get very custom, very quickly.
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31 December 2024 | 418 replies
Once the company sends out an email telling their customers that they are their "family" you know everything else after that is going to be a line of b/s and deflection lol.I hope you are well.
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16 December 2024 | 2 replies
I’ve been at this game for two decades, and I’ve found that every deal is a bit like brewing a custom cup of coffee.. you tweak the beans, the grind, and the brew time until it’s just right.
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15 December 2024 | 38 replies
I prefer a more passive approach at this point as I know my own capabilities.
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23 December 2024 | 24 replies
I don't know, that's a personal preference.