In terms of material participation for cost seg I'm good there and meet the requirements. 

But let me say a few things from someone who has processed a lot of partial Roth conversions post retirement.  1) When & how you contribute to Roth assets is primarily driven on your current tax state. 

Any information you are willing to share about past projects from addresses, scope of work, estimates, line item breakdowns, materials costs etc.  

If I were you, I would first really get brass tacks on numbers for investments, and the second thing I would do is do a discovery phase between you and your family.

I was sent an offering memo by a broker selling a multi-family building in an area no reasonable person would even consider affordable housing material yet the marketing materials made a point of emphasis to detail how the property would satisfy the need for affordable housing.

Purchase price: $17,000 Sale price: $27,000 Contributors: Peter Vekselman Partner Driven and Archie Raglin acquired this property on 1/3/2025 for $17,000 and sold it the same day for $27,000.

Here are some trends that could play out, or further develop in 2025.Leasing & Tenant Experience AI-Powered Leasing: Chatbots and AI tools will streamline leasing processes, from answering tenant inquiries to scheduling tours.Virtual Tours & Digital Leasing: These will become even more standard, making it easier for tenants to rent remotely.TechnologySmart Property Management: IoT devices (smart locks, thermostats, etc.) will become more common, improving efficiency and tenant satisfaction.Property Management Software: Platforms will integrate more AI for predictive maintenance, rent collection, and financial reporting.SustainabilityGreen building practices and energy-efficient upgrades will be a major focus, driven by tenant demand and potential incentives.AI & AutomationAI will play a bigger role in tenant screening, rent pricing optimization, and even predicting market trends.Automation will handle repetitive tasks like maintenance requests and lease renewals, freeing up PMs for higher-level activities.I'm sure there are plenty more shifting trends that I haven't mentioned and that are sure to evolve over the next year. 

I've personally driven this neighborhood and was amazed at how nice and clean it is.

➡️Underwrite deals with data-driven decision-making.

The growth in Chatt (in part driven by it appearing in every single "best place to retire" vlog from 2010 onward), is in a different league.