Because intrastate (single state) offerings must still comply with that state’s securities laws, and because with the internet its difficult for offerings of any size to be limited to investors residing in a single state, the exemption for private placements is the exemption from registration most often used. 

Lastly, you won't be able to HELOC (or any cash-out equity) and 2-4 unit property in TX while it is still your primary residence.

In 2022 I also sold my money pot personal residences for $961,000 and purchased it for $154,000 in 1999. $500,000 was tax free due to being married.  

Investment Info:Single-family residence buy & hold investment in The Villages.

Quote from @Richa Wardhan: Regular lender financing, we have paid off 70% of our mortgage on the primary residence so we were loaned money without any issue. 

You can print this one on your computer, no need for the “official” printed forms.W-9 asks them to enter their name, address, and tax ID – which can be a SSN, ITIN (for people who are not permanent residents) or EIN (business tax ID).

Investment Info:Single-family residence buy & hold investment.

If it does vest, then the 2nd isn't currently $8k and the paperwork could further help your case.Other option is to completely ignore the equity in your residence and look for creative financing on the property you want to purchase. 

Tenants may not occupy residence without utility service except during brief interruptions beyond your control.

I recently acquired my first primary residence and am seeing ways I can best utilize the space for real estate investing.