But not sure if I'm overlooking anything else that would cause increased scrutiny.Also, to clarify, my overall goal with the property is simply long-term wealth building through mortgage pay down and appreciation so I'm not targeting properties with very high cash flow thus the focus on tax writeoffs.

He charged me a few thousand dollars for information that is repackaged and rebranded, because you can simply find it on the internet!

If there's a hole, it may be a red flag.b) sensitivity analysis: I examine all the assumptions, and make sure I can live with the worst case scenarios.c) "Stall and see": if they are getting money over multiple years, and there is no penalty for investing later, I would usually wait so I get some real performance data, versus having to look at theoretical pro forma information.d) Recession stress test: I will not invest in anything, until I subject it to recession level stress and see if I can live with the result.

Can't argue what I am saying because this is simply data.

I assume you disagree, as well.I do plan a long post going down this rabbit hole, but it will take a few days, as my own tax season is not over.

It’s simply not the case. 

The tradeoff on the joint financing is going to be the (refi) costs associated w any transfer of ownership, HOWEVER transferring title to the LLC is unlikely to trigger due on sale (b/c it sounds like most banks simply aren't monitoring and/or enforcing due on sale in these instances) which would make the ownership (sans the actual mortgage note) more easily transferable than exiting your position as an individual owner?

If not, simply give them notice that as of April 1 you are not renewing their lease.

For now I simply wanted to share some data as we head into what could be a very active second half of 2024.This is a great time to buy an oceanfront condo. 

Are they simply putting your ideas on paper?