I have been researching and browsing through bigger pockets and different real estate investment info but haven’t pulled the trigger on anything.

This allows you to use the funds without triggering penalties or taxes, as long as you stick to the repayment schedule.These strategies all come with rules and limitations, so it’s a good idea to check with a tax advisor before moving forward. 

Of those 10, 5 will need long term follow up, 3 will be tire kickers, and 2 will have actual immediate interest but only 1 will pull a trigger. 

Adding the ex to the title could trigger gift tax implications, so keeping it simple is best.

Selling your share at fair market value could avoid gift tax but may trigger capital gains tax for you based on the sale price and your cost basis.In California, the transfer may also trigger a property tax reassessment under Proposition 13 unless a specific exemption applies.

When loans were called, was it due to specific triggers like delinquencies, insurance lapses, or low-interest rate portfolio loans held by smaller banks?

A 1031 exchange doesn’t apply, but funding through a self-directed IRA can defer taxes, though profits from debt financing may trigger UBIT.To reduce taxes, consider forming an LLC for better expense deductions, offsetting gains with investment losses, or holding the property for 12+ months to qualify for lower long-term capital gains rates.This post does not create a CPA-Client relationship.

So brainstorm the different options then pull the trigger!

I will definitely try to bring in as much money as possible but I don't want to wait forever to pull the trigger.

Here's why:The Multi-State Chess Game:• Client had properties in 3 states• Each state has different deadlines to assess taxes• Federal changes trigger automatic state assessments• Timing the response saved $45K in state taxes🏠 Real Estate Investor Pro Tip:States can't assess back taxes if their statute of limitations expires before federal changes finalize.