Having an idea of what you prefer on all these will help you navigate with your broker.

I'm trying to navigate coded and zoning.

@Andy Mirza frankly I did not trust the party that put me on title so I secured an attorney to navigate the issue and act in my best interest.

In addition to the plan setup, most quality providers of such services will offer meaningful support to help you navigate the tax code as you make investments. 

There are a lot of resources here that I haven't been able to fully navigate yet, so please feel free to just direct me to similar threads/blogs!

The reason is due to the cultural complexities that are difficult to navigate.  

Here is a situation I am trying to tactfully navigate.

We didn't navigate the decision-making process very well. 

I've had good luck with BankNewport as well, to do rate comparison you can also try to get competitive quotes from other local banks that hold onto their loans, such as Pawtucket Credit Union, Navigant Credit Union and Coastway (now HarborOne).Other than the rate being a little higher because of it being 4 units and non owner occupied, is there a reason this would be hard to find @Hunter Waterman - have you had difficulty getting such a loan (HELOC)?

So getting rid of it ahead of time will definitely help you navigate the wilderness of lending.