My husband and I are licensed financial professionals and we love to educate on IULʻs or different types of policies that can assist in situations such as these! 

Here are a few of my professional goals for the future: *Growing the GSP REI investor family and fund offerings, while growing our workforce and affordable housing portfolio and expanding our business into different real estate verticals (ask me about our 100 unit affordable housing apartment development project).

@Daniel Tanasa $1905 per month (mortgage +interest) , taxes (around 3600 per year) and insurance (1500 per year) => so 2330$ is my PITI

This doesn't come cheap--these folks were making high six to seven figures depending on volume.We focused on lending to professional real estate investors--so our customers were frequent repeat borrowers. 

You'll be able to defer a bunch of tax with this purchase. 

My CPA isn't well versed in 1031 exchanges and I want to know the effect of transferring title back to our names from a tax perspective. 

I KNOW I am not up to Accredited.It seems to me to be "backwards" thinking that there is LESS risk to a 'novice' in a FUND since the risk is spread out over many Notes and professionally managed, whereas an Individual Note seems like it would carry WAY more risk, especially picking the 'right one' for your investing goals, budget, etc...? 

If i was renting out my house with a pool i would:-Have it professionally looked after. 

As a VA, you’d want to build on that by getting familiar with tools that real estate professionals use.

There will be no assessment for increase in taxes or insurance so remains at $1935.