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The Untold Secret to Building Your Ultimate Investing Dream Team—And Why Going It Alone Could Cost You Everything

  • Ask for real estate-specific experience.
  • Confirm credentials (especially for legal/tax pros).
  • Interview at least two providers per role.
  • Get referrals from trusted investors.
  • Gut check it: Do they communicate clearly? Listen well? Respect your vision?

Pro tip 1: Ask the same questions in the same order, and take notes so you can compare the conversations after the call. 

Pro tip 2: Keep in mind that you’ll likely evolve your team over time as you grow and things get more complex. So build for your next stage of investing, not forever.

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