The goal is to show that you are not making money in the lens of the IRS, but also making sure that you can + cashflow in the lending world.

One thing every investor needs to be aware of: No real estate fund or syndication is FDIC insured.You may come across phrases like "the money is in an FDIC insured account," which only means the funds are held in a bank account, not under someone's mattress.

After reading this, I am thinking online for day to day stuff and maintaining our relationship with the current local bank where our our account (both business and personal are) for lending.

Become a syndication Co-GP by either putting up the escrow funds or by raising money for the true GP where you receive 1% of the GP share of project upside, then create website and social media marketing materials where you hold yourself out as THE GP for the syndication. 5.

Hard money lending is a possibility, but that decreases my cash flow.

About 80% of my net worth is invested in real estate, real estate syndications, real estate notes or REITs.  

i.e. syndication, partner with other investors, duplex

I hit that goal - which was incredbily tricky given my lack of funds and the overall lack of lenders lending on sfh investment properties back then - six years straight exactly. 

Under the rental section it doesn't make any distinctions re: advertising, but it does under mortgage lending and mentions rental housing.

You could invest passively by being a private lender (earning high interest), being a money partner (getting equity and a return for no work), investing in a syndication deal (similar to money partner but on bigger deals where you are one of many investors), buying another investment property and hiring a property management company, or investing in stocks.