He's my most trusted realtor connection in Appleton/Fond Du Lac area with decades of experience in real estate investing.  

To hedge that issue I think all parties can agree that verified work completed warrants payment which is why we do the installments to build that trust.

The other technique Ken is talking about is doing a wrap or in CA you have a really cool debt instrument called a All inclusive Deed of trust..

The money should be held in trust. 

At closing a Note was issued and a Mortgage/Deed of Trust were issued showing the Borrower (Investor's) indebtedness to me, with a Mortgage/Deed of Trust showing my rights as Lender over the Borrower's property.I have received mixed recommendations on this topic and am looking for guidance that is consistent.Specifically, I lent money and had the investor/borrower/property owner place me as "Mortgagee" on their property's insurance policy.

They trust me because I find them good deals and am bound by the ethics of law. 

Section 721 of the Internal Revenue code allows an investor to exchange property held for investment or business purposes for shares in a Real Estate Investment Trust (REIT) or an Operating Partnership without triggering a taxable event.Many investors are aware of a 1031 Exchange where an investor must find a replacement property to defer capital gains taxes on the property that was sold.

So, trust that you can do this in a phone or in person conversation as well. 4.

Trust the numbers—if they don’t add up, don’t force the deal.

She worked for a major brokerage and after a few transactions, I grew to know, like, and trust her.