Your decision to prioritize effective support and comprehensive features, even if it means higher costs, seems reasonable, especially when it's critical for your business operations.

Specifically:The $100K limit makes no sense, unless she has a process and data showing the sub 100k properties have been the best investments in that market.Section 8 is problematic.Over the past 16+ years, we've delivered more than 550 investment properties and provide comprehensive services.

@William J Anderson with anything, you'll probably want a summary/overview report and then another for a deep dive as needed.You'll want the summary report to be your go-to, preferrably showing month-by-month for comparison purposes. 

It's his niche, but I think he is very helpful for people who know nothing about international investing because there are some good overviews of the viability of the markets and regulations of STR.

For a more comprehensive look at the Las Vegas investment market, please DM me for a link to our blog.

For an investment of $197, you get a good overview of the MF industry.  

My opinion is that an umbrella policy will provide easier and more comprehensive asset protection. 

Quote from @Anthony Dupre: @Chris Seveney Would you mind sharing a high-level overview of the structure your billionaire friends have set up?

You're definitely at the right place.Here is a brief overview on cost segregation:https://www.biggerpockets.com/forums/51/topics/1206189-cost-...

Here is a fresh example, and it actually came from another tax firm (not mine) specializing in real estate.Let me briefly tell you why I crossed out their pitch:Strategy 1: depends on your 2025 projected net income vs your 2024 net income, among many other factorsStrategy 2: can backfire amidst the uncertainty of future tax rules regarding bonus depreciation, and also ignores alternativesStrategy 3: no rush to do it before December 31stIf you decide to continue reading, I will give you a high-level overview of the most common EOY tax strategies, obviously without an actual discussion of each one.