If you adhere to a specific buying process, you're not going to fall for some crappy provider's overestimated pro-forma, or underrenovated property.  

It allows your QI to form a holding entity called the Exchange Accommodating Title Holder (EAT) that takes title to the new property and holds it for you until the old property sells.   

You won't be able to avoid the PA tax liability exposure as you'd still have PA source income no matter the structure.Even if you form a C Corp to avoid the exposure on your personal tax return, the C Corp would still have to file a PA tax return.

., multiple site visits on an anonymous basis), apply analytical stress testing to pro forma financials and avoid certain categories of properties altogether (Senior Housing, Oil & Gas, etc) to ensure that all underlying properties held by the respective DSTs are prudent investments for folks who are not experts in making risk assessments for these larger operations. 

It does no good to place capital with someone who has a great project with an attractive pro forma, to find out later they can't be trusted. 

It will also be unlikely to get a 30yr loan and instead I can expect a 15 or 20yr loan.We run our pro-formas at 5.5% and a 25 year am.

If all the obvious ideas don't work, then you simply form a joint venture with your landlord to get coverage.

So recently I created a Financial Analysis template that would automate my decision making process, generate marketable Pro Forma Financial Statements (Still somewhat of a work in progress).

The LLC, when properly formed, will compartmentalize the risk between Sibling #1 and you.Option 2: Series LLC (preferred) This situation would depend on your own portfolio, but you can also form a Series LLC.

Over the next month I am going to be trying to form a relationship with a good title company that is familiar with dealing with investors.