It’s also worth diving into local regulations and HOA rules—they can shift quickly in coastal markets like this.

There are rules and situations unique to each state and that is why you want to go with a local lender vice someone just reaching out to you telling you they can do it. 2) Better recourse if the lender screws something up: a local lender has more skin in the game so to speak as if they screw something up their name will be mud to local real estate agents in the deal.

Love the wise and the straightforward approach! 

Asking in the correct forum will get a better response.Read the RULES!

So should your facilitator.4) As a trustee, you can now write a check or wire money into any investment that follows retirement plan rules (no artwork, collectibles, alcohol, insurance, etc., and no disqualified parties).

If you are considering renting it for a minimum of 30 days, I believe you will be exempt from any short term rental rules and taxes. 

As a general rule, I tend to vote against anything that favors rent control and will increase property taxes.

@Claude Diehl,You don't need a CPA or tax expert here; this is a straightforward transaction.

So, if these are all in A neighborhoods, I would think you could get much closer to the "1% rule" on rent than where you're at now.

My 2 cents FWIS: You have three colors going right now and should stick with a 60-30-10 rule.