*Note: this post is intended for investors who actively DO NOT automatically file a 1040 every year, unless they've incurred a tax liability.I'm wondering what difficulties investors who understand (have read the pertinent details of the tax code) have faced when engaging in investment opportunities that normally require an investor to furnish tax returns, and what solutions have they come up with.From my experience in banking, I understand that institutional lenders normally require a borrower to furnish yearly personal financial statements and tax returns.

I've built my portfolio since 2013 through developing peer and institutional relationships. 

These days it is fairly common practice and when purchasing from an institution it will be the norm

There are all sorts of folks that do lending in the private space from institutions to individuals, the more experienced they are they are going to ask the hard questions about the deals you are bringing to them.

Institutions like CBRE and IRR also offer reports of general cap rates in submarkets across the country. 

After 4-5 years, they would sell the complex or portfolio to another institution and made back the money invested.

DSTs are hands-off, institutional grade real estate investments, and they allow you the option to diversify and develop your own personal portfolio of institutional properties.

I'm just curious what various lenders would be looking for in compensation and structure of this deal:Purchase Price: $25,000Rehab/Holding/selling costs: $30,000ARV/Sale Price:  $85,00090 days for purchase/rehab/sale**My questions below are coming from the scope of my view that a HML being a formal institution/group with a bunch of standard terms, processes, etc... and a Private Lender being someone with money, willing to loan it short term, without all kind of formalities(if that makes any sense)So in a HML world, 65% of ARV would be right at $55,000... does anyone does this deal without requiring rehabber to have skin in the game? 

as your primary you should be able to get an O/O HELOC my guess on the move out question would be dont ask dont tell, so residential HELOC's tend to be 10 year term, so I would maybe get the HELOC from a bank you dont do investing related banking with maybe an out of area bank or bigger institution. and set up a P.O. box or a different address to get correspondence from them (totally reasonable in a multifamily) this way when you move that doesnt change, so no red flag for them to call it due.

Check the Secretary of State's websites for PA/DE/NJ/NY for a list of banking institutions.