As you progress your bookkeeping business, you'll likely want to learn how to export statements from a variety of property management platforms, as investor books are housed in bank accounts, spreadsheets, and a variety of property management and accounting software!

Do you have a separate bank account for your rentals?

Using a Whole Life Insurance (WLI) loan avoids banks but accrues interest, potentially reducing policy benefits—compare this with other financing options like HELOC or seller financing.

I had issues with linking a bank account to their "Stessa Bank account".

Check with your bank you use most and keep them honest with another bank.

To make it simple…the investor is trying to buy your property Sub2 and needs you to refinance it into a long-term loan First.The investor does not have to ask the bank’s permission.

The lesson here is never buy into a property that you cannot take your family to and continue to research the area if you are banking on the neighborhood to be improved.

We used an excellent local bank that helped us to get everything we needed for the construction loan and we were able to fund the entire project without investors.

I currently have 3 properties under an LLC and I'm in the process of finalizing a mid term rental but it will not be under the LLC(separate bank account).

Some will accept a HELOC or cash-out refinance as liquidity, while others require liquid cash in a bank account.