@Alicia CampbellIt is prohibited for a disqualified party to perform services for an IRA asset directly or indirectly.

My current list of education items I am researching are: 1) specifics of asset protection for this style of property.

They will need to see the last few years tax returns, bank statements for the last 6-12 months, pay statement, and probably have you fill out a personal financial statement showing assets and liabilities.You don't want to wait until you have something under contract to do this.

You will have to get the property appraised at the time of distribution to determine it's value and the amount of distribution will be taxable event unless you are taking distribution from Roth and have met the requirements. 2) Non-recourse lending means that the borrower does not provide personal guarantee for the loan, the underlying asset is the only security for the loan.3) You can contribute into an IRA independently of your 401k contributions, assuming you are eligible based on your income.4) If you set up truly self-directed Solo 401k plan you can invest into virtually anything except collectibles and any transactions involving disqualified person.

Depending on the asset type, size and class you will likely be between 50-60%. 

Several third-party software developers make such add-on/plug-in packages for Excel.EDIT: Be wary of any potential analyst doing this without using some type of Monte Carlo simulation or similar technique.

The rest would be comprised of assets in C class areas purchased strictly for cash flow and upside. 

Our preliminary 5 and 10 year goals are $1M and $10M in leveraged assets, respectively.

This unexpected higher rate erodes a borrower’s expected cash flow and ROI and may change the “out-of-pocket” capital required to close the transaction.The uncertainty affects both borrowers in the midst of a transaction, and those looking to refinance an asset in the next 24 months.

Hi Cole,Yes, 1-3% acquisition fee; 1-3% asset management fees are the main fees that syndicates charge and are industry averages.