@Josh Dickson If your brother earns $700K annually, real estate investing can significantly reduce his taxable income.

Look at buying my first investment property (probably a house in the 100-150k range) and begin looking for a tennant.I can imagine there a lot of different theories/ideas with what one could do here--I am just curious to see what other people think.

You find this out by talking to people, speaking with past residents, people in the industry, or mystery shopping the property.Using technology to pull in data so you don't have to manually type it in, is helpful, but other than that, I would not trust automation. 

I’m an ex realtor who also has some experience working for a private equity group for a short time before I got a really good gig in a completely unrelated industry that will allow me to have options when investing.

Live under your means and start thinking about investing in Real Estate.In your position the thought of finding a duplex to house hack, live in one side and rent the other. 

However, you should never just trust information provided by either any platform or the applicant directly.

-Transfer the property into an LLC – This may allow me to take ownership while potentially avoiding property tax reassessment, however this sounds like an involved process-Establish a living trust for my aunt and mother – The trust would specify that I inherit the property upon their passing and provide step up in cost basis but i'm worried that the living trust can be modified to have me removed (who knows what can happen) - My mother is somewhat volatile.I would like to live in the property and my mother will live in her second property with her husband. 

I'd love to hear more to about how we may be able to work together and help our clients maximize their investments.  

I help investors optimize their financial strategy by implementing the Infinite Banking Concept (IBC), finding the best insurance for their properties and cars, and connecting them with legal experts for living trust creation.

It's so important to take action and remember that the best time to invest in real estate was yesterday, the second best time to invest is today!