If you have 500k in equity, not sure what the actual equity is: would you rather - repurchase your current property and assume and 2.6% rate ORfind some other investment that is made with the intention of being an investmentYou said the house is large and new - so current chances that you need major CAPEX is low but as this home ages and is in an expensive market realize that those updates will also be expensive.

I did a cost segregation study in order to take advantage of bonus depreciation and I have  a couple questions.1.

This will entail collaborating with a real estate team in order to take steps such as inspecting property or negotiating offers.

Be advised, military personnel are not bound to lease agreements if they get orders to PCS to another base (permanent change of station) or deploy. 

A lower income, but willingness to sacrifice comfort in order to set yourself up for an abundant future.

I am a current PIG member (from a different office) and I have more than made my money back passively investing in apartment deals.

It was not producing a return that justified the effort and this was a purchase made prior to the recent rate hikes and the crazy appreciation from 2012 to 2022 (so its return was better than if the property was purchased today).I do believe a local investor should do better than an OOS investor, but it starts with accurate/realistic under writing.  

Conventional wisdom is to pull back on risk as you approach retirement, but given your mom's lack of savings, I think she's going to have to accept more risk in order to try to get where she wants to be.

Our agent did comps and we made the best offer we could afford, based on the condition of the home. 

Your only option may be to have it structured that way in order to get the loan approved and/or to pass compliance.