Your looking at this really cool and unique position your in, and focusing on it as a problem. 

Then try to figure out if its best to have their funds go to a CRT or if we as a nonprofit can create a 403(b) plan for the investors.

I am just starting out as a wholesaler I know of 3 properties that are vacant, before I contact the homeowners I would like to have the agreement so when I talk the homeowners in to letting me  sell the contract to an investor I want to have that ready.

- Run a cost segregation study on this property in 2024 and you might have $100k on line 18...Without diving too deep on this post - If you run this scenario as a real estate professional while materially participating in the property, You'll be able to reduce your's and your spouses taxable income that year... 

As a result the property, based on capitalization rates, can now be sold for $450,000.  

You can do this as a rate and term refinance with no cash out, or a cash out refinance. 

As a result, the grouping election on material participation should be explored. ...

I have found things on the internet they make Kevin Bupp out as a great humanitarian and family man.

Better to get it done right and treat your rental properties as a business. 

Once the rehab was done I refinanced out of the private loan into a conventional loan as a primary residence.