For long-term strategies, a cash-out refinance is usually more advantageous, as it preserves ownership and offers fixed terms.To proceed, start with a professional appraisal to confirm the home’s value, compare refinance terms with traditional lenders, and carefully scrutinize shared-equity program terms to ensure they align with your financial goals.

This not only preserves the value of your investment but also enhances its profitability over time.Also, I'd like to emphasize the importance of understanding the local market dynamics, which will help you make informed decisions about where to buy, what to buy, and at what price.

If you've already reached that end - ie if $4 million is enough principal to create residual income that you won't outlive - then I don't see any good reason to be buying out-of-town properties that then have to be managed properly to preserve your investment. 

Wondering if anybody has invested with American Homeowner Preservation out of Chicago? 

US debt is not going to be so much for making wealth as much as for preserving wealth.This lesson came home to me talking to a guy near my STR in Florida a couple of years ago from the Middle East.

I stumbled across the American Homeowner Preservation (AHP) Fund ad on a podcast. 

From what I’ve seen, firms like Exeter 1031 Exchange or Asset Preservation, Inc. have solid reputations for guiding investors through the process efficiently.

Using a CA LLC owned by a WY LLC could preserve some benefits, like charging order protection, but doesn’t eliminate CA filing fees.

Just because SOME landlords planned poorly and weren't prepared to make moves to preserve their cash-flow doesn't mean good landlords could not.

You want cash from them and value preservation.