If you are working directly with sellers, my best piece of advise would be to find out what they need, generally there is a pain point or some sort of distress either in the sellers personal life or with the house itself.

If yes, I sell that stock and use the loss to offset the capital gains I will have from the sale of my ESPP shares.If you really don't WANT to sell anything else in your portfolio (that will cause a loss) you could do a 'wash sale'.

Thanks again and I look forward to working with you@Enrique Laguna I can highly recommend working with Jody from personal experience!

I've been in Real Estate since '87 so I like to invest in what I know but outside of my company, in my personal portfolio I have about 20% outside of Real Estate assets in other types of debt instruments, private equity, and a bit in the traditional stock market. 

-Make sure your contact person with the company has some experience with the work.

., a CPA for my business and personal taxes.

So, treat it like any other loan, except you personally know the "bank/lender."

Personally I do not do partnerships. 5.

Ideally I can work with an investor who shares the vision and has more leverage, but I don't know this person.

I personally love the Cleveland market for its cash flow.