@Brad Herb Investing in a syndication via a Self-Directed IRA (SDIRA) offers tax advantages but comes with fees and limitations:Advantages:Tax Benefits: Gains grow tax-deferred (Traditional SDIRA) or tax-free (Roth SDIRA).Avoid Penalties: Keeps funds in the IRA, avoiding early withdrawal penalties.Diversification: Adds real estate syndications to your retirement portfolio.Disadvantages:Fees: Setup, custodian, and administrative fees can reduce returns.UBIT: If the syndication uses debt, income may be subject to Unrelated Business Income Tax (UBIT).Complexity: Strict rules; all income/expenses must flow through the SDIRA.Illiquidity: Syndications are long-term, locking up funds.Use an SDIRA if the investment is significant and the UBIT impact is minimal, especially with a Roth SDIRA for tax-free growth.Remember that RE, outside of retirement accounts, provides the biggest tax benefits.This post does not create a CPA-Client relationship.

.: Another question for you pros: we currently manage a small portfolio of CFDs on land parcels and a couple of private loans.

But for off-market/private party transactions, you are free to have your lawyer draft up a contract for you to use.

You could be a private investor for a house flipper, but then you would be the bank and I am not sure how that would sit with your faith.I would park the money in index funds if you can't do syndications just because you are restricting the possible use of your money in real estate.

My biggest hurdle has been securing financing to work on multiple projects simultaneously.  

Quote from @Austin Schubert: Quote from @Chris Seveney: Quote from @Austin Schubert: Would anyone have a sample template of a proposal that you've used in the past that goes over how your structure a deal with a private money individual? 

He's no longer hosting the podcast on BP, but I think his private podcast is more authentic.It's hard to give book recommendations without knowing what you are trying to learn.

The biggest one is called the Gypsy Nurse, 130,000 members.

I’d love to read any updated terms and conditions they have that demonstrates a commission for private / direct sales.  

((Basically a "Loft" layout, but enclosing half the upstairs -to be a more private upstairs bedroom with it's own toilet & sink))....