The rules that you cited seem to corroborate my thoughts: "(A) A non-lawyer shall not furnish to another for compensation, direct or indirect, advice or service under circumstances which require his use of legal knowledge or skill in the application of any law, federal, state or local, dealing with taxes, except:(2) A certified public accountant or a person duly enrolled may practice before the Internal Revenue Service, as those terms are defined by the then applicable federal regulations and the extent permitted therein.(4) A non-lawyer may render such advice or service incident to an engagement to provide products or services which he is otherwise authorized to provide, where such advice or service arises out of the providing of such other products or services and was not the principal purpose of the engagement."

I hope to change that in the near future with some local investing, but it is much more challenging.

Green Tree Acceptance in Houston and Vanderbilt in Nashville seem to show up a lot, mostly for new but on some used transfers as well.It's a market I keep looking for opportunities in but there are challenges for sure.

Now, I challenge you to take another." - Dan Poynter

However, my challenges lie in how to appropriately assess the property value in order to make a fair offer?

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We both have 740+ credit scores, one of us has a higher debt-to-income ratio,  but the other doesn't, we have a decent amount of capital between us, so qualifying for a loan in general isn't the challenge, we just want to be smart.

That type of congruency challenge can give rise to much consternation.Just a thought...

I recently closed on a nine-unit and was able to challenge my assessment down to the purchase price.

@Marco Campos -- The challenge as you've discovered in coastal markets, and other "bubble" markets, is that it is hard to achieve attractive rates of return.