@Yi Chu,The key here is that it is not "you" who is investing in the multifamily deal but rather a Roth IRA; therefore, you can not claim any tax benefits personally.

The key will be to present the property’s value, the projected cash flow ($6k-$7k per partner), and the appreciation potential over the next few years.

or "what key metrics should I be reviewing monthly?" 

Key Principles:Mindset and Goals:Think Long-Term: Real estate is a long term play in most cases Set Clear Goals: Define your financial goals and how real estate fits into your overall plan.Finding the Right Property:Location, Location, Location: Invest in areas with strong economic fundamentals, good schools, and low crime rates.Cash Flow is King: Look for properties that generate positive cash flow (rental income exceeds expenses).Consider Appreciation: While cash flow is primary, also consider properties in areas with potential for long-term appreciation.Financing:Get Pre-Approved: Get pre-approved for a mortgage before you start looking at properties.Leverage Wisely: Use leverage (debt) to your advantage, but don't overextend yourself.Consider Creative Financing: Explore options like seller financing or partnerships.Building Your Team:Real Estate Agent: Find an experienced agent who specializes in investment properties.Property Manager: Consider hiring a property manager to handle day-to-day operations.Accountant: An accountant can help you with tax planning and financial management.Attorney: Consult an attorney for legal advice and contract reviews.Managing Your Investment:Maintain the Property: Keep your property in good condition to attract and retain quality tenants.Screen Tenants Carefully: Conduct thorough background checks on potential tenants.Review Your Finances Regularly: Track your income and expenses and make adjustments as needed.Example Action Steps:Set Your Goals: Define your financial goals and how real estate will help you achieve them.Educate Yourself: Read books and articles about real estate investing.

The key to investing is you have to buy the property at a discount.

It’s key to balance both when building your portfolio.Need help with financing?

The key is to show your intent to hold both old and new asset for investment.

@Philip M. the key issue here is when the decedent doesn't have 100% interest in the asset, then the entire basis of the asset doesn't get a step up in basis. 

@Peri Reischel I think some key topics to touch on is that we have the highest bankruptcy rate since 2008 there's a new survey out that says 26 percent of Americans are paying 50% of their income for rent.

What are some of the key metrics you look at?