You'll be compelled to want to work with them and just roll over, but you need to resist the urge and run things like a business (which it is).

The reservation fee will roll over into the SD upon lease signing and collection of first months rent.

(similar to a 401k rollover).  

Is there a more advantageous way to lend the money and have gains be treated as capital gains versus ordinary income.My goal is to continue to invest with this developer for years to come and roll over the funds, but not sure where I should start to come up with a better solution than ordinary income via a 1099.

If it were me, I would fix, flip and sell through a 1031 tax exchange to maximize the rollover the FULL amount of the profit into the next property.

So then using this method you create the "instant equity" which you rollover into a new property, correct?

When you leave the job, you can always rollover the money to a self directed account for real estate investment.

I'm getting close to the point where I will be looking for "facilitators" (accountant; tax lawyers) that will help me roll over funds and set it up but I've yet to determine the best aspect of real estate investing to focus on.

-Tracks the amount due, IE: on the sixth of the month adds a $30 late fee, if there is any rollover from the previous month shows that as well.

Hello all! So I recently purchased a double unit with tenants occupying it month-to-month without any form of rental agreement. Upon closing, I met with both tenants individually and went over a rental agreement, whic...