We want to plan in the most tax vantaged ways (which includes keeping future AGI as low as possible) and open to new-age and creative concepts.Respectfully ask to keep discussion to topic vs. selling one's self or services seeking new business.

SEC will help only much later and only to try and seek jail or financial remedies.You're trying to save the property today?

Very unlikely unless you find a private lender/individual to do this as a one-off. 

If you are in the CLT area and are looking to connect with othr like-minded individuals, I would love to grab a coffee with you!

You also have to show that you’re a good person to do business with, because they’ll be making the same assessment of you.Lesson 5️⃣ - Business is about people.It seems simple, but I see it so often overlooked, both by the people I work with who are seeking to buy businesses, and by a lot of the people who were interested in my business.Too often, I see folks get too caught up in their spreadsheets.

When you hear something STOP, think on it, ask if it makes sense, then SEEK OUT additional info, seek out CONTEXT.

Most (not all) HELOCs require that the property is titled to an individual (not LLC) and are full doc, meaning your employment history, income, DTI etc will be factors.

If you give someone over 19% membership interest in the deal, the bank will usually require a personal guarantee from that individual. 

Hi BiggerPockets Community,
I’m Josh, 26 years old, current project manager and aspiring asset manager diving into a new venture that I’m excited to share. I’ve developed a Comprehensive Investor Report (CIR) for a p...

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