There are a significant number of legal issues that could potentially pop up if you decide to sign the re-finance agreement in your individual capacity.

when you say your in all these different markets in what capacity? 

I've been speaking with brokers all week and I have seen the "traditional" firms who want a full time commitment and I have also run into some firms who are open to allowing me to work in whatever capacity I need.  

My point of view is this, some of them might not have the mind set or the capacity to fulfill what they have been thought.

an investor in what capacity?

If you had a partner, what capacity would you want them to participate as, actually working on jobs, money or ? 

I work with CRE Asset Managers (not in a Note role) and it falls under the capacity of a KYClient due diligence.

The details are as follows,- Owner owns property free and clear (in Texas)- Owner lives in New Jersey (income tax state)- Properties are owned in his personal capacity- Has owned properties for >20 years with depreciation so definitely Capital gains is applicable- Financing 100% at 0% interest for 20 years (properties are vacant and need serious rehab, I will be investing around 25-35% in rehab's to get properties rented and therefore if I defaulted there would be equity in the properties for him)What would the tax implications be on the monthly installment?

Set up a deposit account at a bank that is both convenient for the tenants to get to and has a capacity to lend commercially to small local investors.

Although you indicate that she would like to be involved in some capacity in the management of a real estate portfolio, you also indicate that the likelihood is that you will engage the services of a property management company.