Many banks handling tax escrow accounts for mortgages have mistakenly thought there was one tax due twice/year or totally missed one of the taxes.Investors should research the SEV and the Non-Homestead property tax millage rates to project what the property taxes will be after adjustment.

That’s why many syndicators rely on exemptions like Reg D (506(b) or 506(c))—it’s not about the filing fee, but avoiding the regulatory burden and costs of full SEC registration.

I would also share pros and cons of paying taxes on the windfall versus owner carry.

However, it's important to avoid generalizations.

Investing in a mortgage fund should not have tax implications for your Roth IRA since the investment is passive. 

Some are owned by my ROTH IRA and are making tax free cashflow.

Add another $300 or so for taxes and insurance and you're at $2465 PITI. 

If you are only looking to create a trust to avoid probate, you could probably hire an attorney to make a revocable trust.

To help avoid a lot of these issues I would think about buying a "Modular" or use a "Tiny Home" vendor who offer these in many states.

For those of you who are starting out and want to learn more about real estate depreciation and cost segregation! Cost segregation can be a complicated topic, but I tried to make it simple and easy to understand!
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