A little organization will go long way.

@Michael Burrows Hi Michael, I am a realtor and organize the real estate meetup in Harrisonburg.

Maybe write a cover letter and that will help you organize your thoughts and assets.

I am looking for some advice on how to organize things digitally.

It has helped me organize my paperwork for loans on investments.

The only organization that I can think would know anything is the SEC.

@Stan F.My first thought is that if you are aiming for 6-7% , you will likely get less (there is always unknowns and happenstance in real estate) And at less than 6-7% , you are way better off from almost every point of view investing in the sp500.From my point of view, the whole goal is to crush the sp500 (that’s always the baseline/benchmark comparison - see Berkshire annual reports for last 50 years) In real estate, if organized correctly, you can crush the sp500. 

The number of beneficial owners in the property is now different than the LLC - we'd like the property to of course, assume the LLC ownership arrangement based on how the LLC is organized.

For the benefit of this thread, found the following:Not a definitive source but a good write-up...https://www.irafinancialgroup.com/learn-more/rules-solo-401k/am-i-subject-to-ubti-tax-on-unrelated-debt-financed-income-in-a-solo-401k-plan/Actual Internal Revenue Code Section 514(c)(9)...https://irc.bloombergtax.com/public/uscode/doc/irc/514Summary: too much legalize here for me but it seems to confirm that with limited exceptions (sub section B), the solo401k as a qualified organization is exempt.

If it's a larger organization, feel free to inquire about their different staff qualifications.2.