Quote from @Daniel Osman: @Stacy Tring@Natalie Kolodij is correct about the step transaction doctrine.

Lenders often require 30-40% down.Cash flow considerations – Since all expenses must be paid from your IRA, maintain liquidity to cover unexpected costs like repairs and vacancies.Rental properties vs. commercial deals – Residential rentals and commercial properties can both be great options, but keep in mind management complexity and income stability.Generally speaking, stay compliant – Avoid prohibited transactions, such as personally guaranteeing a loan, living in or personally managing a property, or transacting with disqualified persons (yourself, spouse, ascendants, or descendants).Diversify your portfolio – While syndications and real estate are great, consider mixing in other alternative assets like private lending, tax liens, or even notes for additional risk management.Work with the right custodian – Make sure your SDIRA custodian is well-versed in alternative investments and has experience handling syndications and non-recourse financing.If you’re looking for specific lenders who offer non-recourse loans, I’d be happy to point you in the right direction.

Any recommendations on attorneys that would have experience in this that could advise and handle the transaction (in Birmingham, AL)Thank you in advance for sharing your experience and wisdom. 

This swift transaction highlights the power of strategic partnerships and market timing.

We own collectively over 40 SFH and have also ventured in the transactional lending space doing Earnest Deposit Lending, Double Close Lending and Morby Method Lending.We've done some due diligence and it seems that Jake &Gino and Michael Blank are 2 potential candidates of good communities for MultifamilyIs anybody in those communities and can give some insights about them: The Good & the Bad?

They’ve been really easy to work with but we haven’t closed a deal to have insight on that side of the transaction.

A friend recommended a known realtor in that town to sent a referral.Question: Can the referral agreement stipulate that the referral fee (if a transaction is closed with my referred client) be paid during the closing of the transaction, for transparency and expediency? 

Not specific to this particular coaching program but I am generally skeptical of anyone who teaches others how to GP multi-family real estate transactions.

Irrevocable trusts may trigger reassessment unless structured carefully.Gradual Transfers – Transferring less than 50% at a time could potentially avoid reassessment, but IRS step transaction rules could still trigger a tax event.Joint Ownership – Your aunt adds your mother as a co-owner, then your mother adds you later.

We currently use a mix of apartments.com/Rentmanager to record transactions.