Hello,I am looking for ideas of how to set up either a 'loan method' or a partnership with an individual private investor who has as a couple of his main objectives to 1) reduce his current tax liability, and 2) make a return as good or better than stocks/mutual funds while diversifying, and 3) possibly turn these loans/investments in a good 'income stream' in about 10 or so years when he is ready to retire.

Their basic objective was to up sell you.

It is not a unique observation on my part, Greg. 

This is a very unique property.

I thought my name spelling was unique, yours is really unique!  

Don't get confused on your objective.

Guess I should listen to more podcasts, LOL.I disagree that one person can make a million a year in any strategy, especially when each transaction is unique, as it is in seller financing, installments sales, lease options or other unique strategies, not in residential.

I think a better term for these options would be more to "alternative financing" as creative is something that is unique, not often used, something developed to the circumstances that best use the assets you control or influence.Not saying that the proper use of retirement accounts isn't good cash management, a good way to fund operations, but as often as these funds are employed, I don't see them being creative financing.

You have the right to object to any charges you would like but the procedure is probably governed by State law. 

Also it makes a difference is the house is outdated.If it is functional but outdated it will become an expense for the buyer down the road with upgrading to sell to the next buyer.For instance if a home is 1 to 2 years old and you buy you can get away with owning a few years and reselling without pouring a bunch of money into it.If you buy a house that is say 5 to 10 years old and resell in a few years you will most likely have to spend substantial money updating for resale.On the bpo's now they actually make the 3rd party bpo broker/agent (who does not have the listing)sign an electronic from when submitting the report that they have not been influenced nor have they had discussions with any parties relating to the value of the property.The buyers broker,buyer,listing broker,and seller all have an interest to see the sale happen.The BPO person getting paid for a report is just an objective 3rd party.You want to make sure and not overpay for a property.For instance you put in an offer and wait 2 months for acceptance.Meanwhile the market has declined 6% since then and your deal is no longer that great.It's critical to know with a short sale how many mortgages and liens are present.The more to negotiate the more of a long shot of getting approval from all parties and hitting the value needed.