Episode Overview

In this episode, Jason Williams and recurring guest Frank Patalano break down one of the most overlooked truths in real estate: you can’t do it all yourself. From accountants to attorneys, property managers to insurance brokers, your success depends on the strength of your team. Jason and Frank share real stories, costly lessons, and the systems they use to make sure every deal is backed by the right people.

Whether you’re underwriting your first deal or scaling a portfolio, you’ll walk away knowing which professionals are indispensable, how to choose wisely, and why cutting corners with the wrong advisor can sink your investment.

Topics Covered

• Why property management will make or break a deal
• The essential advisors every investor needs on their side
• Accountants vs. bookkeepers (and why both matter)
• How tax advisors can save you thousands with the right strategy
• The role of insurance brokers in protecting your assets and underwriting deals
• Working with real estate brokers for deal flow and insights
• Why attorneys (love them or hate them) are critical for contracts and compliance
• Inspectors, contractors, and the importance of due diligence teams
• Lenders and lending brokers as your biggest financial partner

Quotes from the Episode

💬 “Property management will make or break a deal. You can have the best business plan in the world, but without good management, it’ll sink.”

💬 “Sometimes it’s better to be vacant than to have a bad resident.”

💬 “Your lender is often your biggest investor. If they’re covering 70–80% of the deal, you’d better make sure they’re on your team.”

🎧 Connect with Jason:

✅ LinkedIn

✅ https://IroncladUnderwriting.com

✅Linktree

🎧 Connect with Frank:

✅LinkedIn