I own a wellness facility, but also invest in real estate, and help investors.

It sounds like you’re bringing a wealth of experience from the commercial real estate world, which will undoubtedly serve you well as you expand your residential portfolio.

Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

Looking for a gut check here because my CPA/tax guy is advising against dumping the brokerage account bc taxes, missed upside - but he also admits to not specializing in real estate asset/tax protection strategies.  

Yea, fire your boss and live off real estate.

. - Are you or your spouse an IRS real estate professional? 

Maybe concrete single-family 1-4 units depending on the price point and cash flow.Also there is no real MLS in Puerto Rico you need to find an agent for each area you want to look at.

I have been a Real Estate investor for about 35 years and have never experienced such incompetence.

I am new to real estate investing and looking to connect with any local investor.Thank you! 

Are you a buyer in the Arizona Market? Let's connect so I can get you on my exclusive investors list. We are selling properties first come first serve.