I greatly appreciate any guidance.

Any help or guidance is much appreciated.

Thank you to both Susan and Jay for the valuable information you have given me.

There will be assets that need to be added to the trust as time goes by and perhaps removed from the trust as time goes by, and perhaps a divorce situation might take place requiring trust adjustment- as well as after passing advice and guidance that will probably be needed by whomever the trustee is at the time.

Utilize Excel spreadsheets and attend local networking events for valuable insights.

(vii) would seem to indicate that you'd be acting as an unlicensed broker.(1) "Broker":(A) means a person who, in exchange for a commission or other valuable consideration or with the expectation of receiving a commission or other valuable consideration, performs for another person one of the following acts:(i) sells, exchanges, purchases, or leases real estate;(ii) offers to sell, exchange, purchase, or lease real estate;(iii) negotiates or attempts to negotiate the listing, sale, exchange, purchase, or lease of real estate;(iv) lists or offers, attempts, or agrees to list real estate for sale, lease, or exchange;(v) auctions or offers, attempts, or agrees to auction real estate;(vi) deals in options on real estate, including a lease to purchase or buying, selling, or offering to buy or sell options on real estate;(vii) aids or offers or attempts to aid in locating or obtaining real estate for purchase or lease;(viii) procures or assists in procuring a prospect to effect the sale, exchange, or lease of real estate;(ix) procures or assists in procuring property to effect the sale, exchange, or lease of real estate;(x) controls the acceptance or deposit of rent from a resident of a single-family residential real property unit;(xi) provides a written analysis, opinion, or conclusion relating to the estimated price of real property if the analysis, opinion, or conclusion:(a) is not referred to as an appraisal;(b) is provided in the ordinary course of the person's business; and(c) is related to the actual or potential management, acquisition, disposition, or encumbrance of an interest in real property; or(xii) advises or offers advice to an owner of real estate concerning the negotiation or completion of a short sale; and

The main players in this space are Guidance Residential and UIF, but it turns out that they may just be purchasing a Freddie/Fannie loan on the back end to finance the deal and then structure it differently for the buyer - which isn't in accordance with their religious rules. 

If for any reason you don’t find them valuable, you have a 7-day free trial, and a 30-day money back guarantee.There might also be some great markets local to you if you are just getting started, so you might consider also setting up keywords for some destinations within an hour or two of the Bay Area!

Specifically, I’d like guidance on what to offer the investor(s) for the use of their funds over a 12-24 month period.

Hey everyone - hoping for some guidance here!