Investments with risk (stocks & mutual funds) are a longer game - 5 years or more.

@Nicole TuffarelliI am aware of a few groups that can usually utilize funds from an IRA to help purchase new homes at reduced leverage (usually capped at 70% LTV).It might be more beneficial from a tax-standpoint as well to do it that way instead of drawing it all out.

LLC, make him a member, Trust, assign him part of the beneficial interests.

I've been a developer for 17 years on projects across the US and we do both JV deals and consulting based on what is most beneficial for all people involved.

Assuming a building footprint of up to 5000 sq ft, use could not support the need for a lot of parking (probably <20 spaces).Not interested in auto maintenance and other uses that require disposal (and potential runoff/dumping) of large volume of hazardous materials.Long term, I'd prefer something that contributes to the improvement of this area (e.g. a used car lot might be OK for a couple of years just to generate income, but I'd want to find something more beneficial after that).

Hi Lesley, if you’re an accredited investor there is an investment product called a DST (Delaware Statutory Trust) that might be beneficial for you to learn about when you perform your 1031 exchange.

If it is an employer-sponsored 401k plan, then your employer will control the investments, and you will be limited to the stocks, bonds, or mutual funds they generally offer.

As already mentioned, trying to refinance into a investment loan might not be the most beneficial. 

Our properties are all with Preferred Mutual.

That way their interest are mutually aligned.