I'm in the beginning stages of this endeavor so right now I'm looking to connect with some investor friendly agents who can help facilitate things going forward. 

To create a Checkbook IRA you will need a facilitator company (Brian, myself and few other contributors here on the forum can help you, do your due diligence)  Investment property can be financed in an IRA, you must use non-recourse loan, there is a handful of lenders who specifically offer this kind of loans, here is a list that I compiled, hope you'll find it helpful:   https://www.biggerpockets.com/blogs/2810/50272-lis...Using leverage will result in UBIT on portion of the income of the IRA, not a deal breaker, but you must be aware of thisSelf-directed Solo 401k is exempt from UBIT on leveraged real estate, consider this option if you are eligible LLC inside of an IRA + Trust seems too complicated, keep things simple if possible 

You would be better served to analyze which strategy of investing fits your needs and goals (i.e. passive, or active, residential or commercial, local or out of state, etc.) and then find the right team and/or partners to facilitate your goals. - Just my opinion.

Basically, someone getting a commission for facilitating a real estate transaction is considered an agent here, and only licensed agents can get paid for such activities in AZ.Every state has its own laws.

Hire an experienced securities attorney in the RE development space to help you put together the offering documents of the partnership / LLC that will be created to facilitate these transactions. 3.

Thanks to @Jonathan Twombly's generous help, I'm meeting with his colleague (a former architect who branched out to advise on and facilitate a wide range of projects) on Thursday.

@Matt Varga - I facilitate many meetings of Hobby Millionaire Charlotte - you can find our schedule on meetup.com.  

Buyer agrees to pay $7500.00 or 5% of the purchase price (whichever is greater)as surcharge to the bankruptcy estatefor facilitating the short sale.6.

College can facilitate and accelerate you on your path to finding your dreams, if you're up to the challenge. 

May I ask you also about how to help streamline recordkeeping to facilitate soon to come Year End tax?