I do not not make referrals to third parties without direct contact after understanding the issues directly.

Additionally, he was very clear he didn't deal with third parties and would not wire money to attorneys or closing agents and certainly not before receiving the fee.

If for some stupid reason the parties overlooked this in negotiating the sale of the building then the new owner is stuck for what ever is down as security deposit on those leases and is responsible for honoring that to his new tenants.

Not a trustworthy professional if you ask me.

In your opinion/experience, is it best to have a professional like this draft up your template documents?

@Bobby BarlowYou are a disqualified party to your Solo 401k.  

Even I am looking to connect with other like-minded real estate professionals to see how we can help one another.

Note it mentions transaction relationship: in that scenario the agents are not representing either party...only the transaction with the hopes of getting it closed.

Access to 9 or 10 figures of government and business capital (let alone $58M) did not save them.It didn't matter if his dad gave him a $5MM or $500MM loan, walking into a room to build rapport, convince the other party that you can close, that you can revitalize the area or the city, that you will get bank financing, etc. takes a lot more than money.$58M.. by the way, the left media has already thrown around so many figures of this supposed loan from his dad, I think I have heard at least 8 numbers already.

My caution here would be to make sure you have a thorough professional inspection.