The Investor’s
Pros Directory

Tax planning, prep, and strategy for investors, syndicators, and developers. Also runs the Tax Smart Real Estate Investors podcast.

BiggerPockets-affiliated CPAs. Authors of two NAR-bestselling tax books specifically for real estate investors.

Integrated tax + entity structuring for real estate investors. Best known for the Anderson 360 asset-protection + tax approach.

Series LLC and Bulletproof Trust specialists. Heavy focus on investor-specific protection layering, not generic estate planning.

Same firm listed under tax — cross-disciplinary practice. The 360 plan combines entity architecture with tax strategy.

35+ years structuring real estate holdings. Tax-LLM attorneys — useful where entity structuring overlaps with tax elections.

Boutique firm serving sponsors nationwide on Reg D 506(b)/506(c), Reg A+, and Reg CF offerings. Strong educational programming.

Flat-fee Reg D syndication offerings. Good fit for first-time sponsors raising under $5M.

Expert-level syndication practice — also the largest non-bank private-lender legal shop in the country, so cross-disciplinary for fund sponsors.

The nation's largest QI. Subsidiary of Fidelity National Financial. Institutional-grade segregated accounts and fidelity coverage.

Over 200,000 exchanges facilitated since 1990. Strong online resources and investor education.

Part of the First American title insurance family. Institutional trust and strong reverse-exchange capability.

Known for complex and reverse exchanges. Good choice for sophisticated structures beyond a straight forward swap.

Single program covering occupied rentals, vacants, renovations, and REO. Investor-designed policy language.

Landlord and STR-focused carrier with a modern quote-in-minutes workflow. Good for portfolio-scale buyers.

Tech-forward landlord insurance broker. Strong for multifamily and portfolio policies with single certificate issuance.

The go-to short-term-rental commercial policy. Covers Airbnb/VRBO operations where a standard HO-3 quietly excludes.

50,000+ studies since 2000. Engineering-based approach to residential and commercial portfolios of all sizes.

Top-tier firm with the highest concentration of ASCSP-certified specialists. Covers cost seg plus R&D credits and 179D.

Licensed engineering firm with site inspection capability. Strong on mid-market commercial studies.

#1 fix-and-flip lender by volume. Competitive rates, fast close, and an institutional-grade underwriting platform.

Full product suite: fix-and-flip, new construction, multifamily bridge. Strong for operators scaling past the first few deals.

Direct lender, not a broker. Fix-and-flip, rental, multifamily, small-balance commercial — and they actually answer the phone.

One of the oldest private fix-and-flip lenders. Backed by Pretium. Strong for experienced operators.

Broad product mix including DSCR, portfolio loans, and bridge. Known for 30-year fixed rental product with institutional pricing.

Pioneer of the long-term DSCR rental loan product. Strong for portfolio-building buyers.

Aggressive BRRRR-friendly cash-out refis. Good option for value-add investors finishing rehab and recycling capital.

The flagship all-in-one. Property data, comps, skip trace, direct mail. Most commonly cited by operators under 100 deals/year.

List-stacking specialist. Strong skip-trace rates and CRM-integrated dialers. Favored by wholesalers.

Driving-for-dollars mobile app. Snap a property, pull owner + mail merge in seconds.

All-in-one CRM + list-building + SMS + direct mail. Strongest at higher operational volumes where multi-tool stitching breaks down.