With that said, I work with Elizabeth Louis: https://elizabethlouis.com/I signed up for a 3-month coaching program for $1,500 per month to give you an idea of the costs.

And if you think virtual is a good idea and have experience please share what platform you suggest.

Investment Info:Small multi-family (2-4 units) buy & hold investment.

We'd like to move out of this primary residence and initially were looking for a new place to rent, but then I remembered about line of credit and then had the idea to inquire about this for our vacation home.

I am considering two options for purchasing a A+++ SFR cash, Option 1 to place in a self directed IRA and let the IRA own the property and Option 2 is to buy in cash upfront and pay the taxes owed.I am 62 years old an...

First, I'd recommend getting to know what different avenues you have such as wholesaling, buy and hold, developing, "house-hack", etc and seeing what you're comfortable with.

Problems are handled two ways so that the “weaker” party to the transaction does not end up “holding the bag”.  

Investment Info:Single-family residence buy & hold investment.

I suppose the idea of using the HELOC is that it allows me access to greater funds more quickly than waiting around to save up the same amount in cash.  

Financing with a 5% a year mortgage, with 12% returns a year, with 5% to me and 2% to managing agent was one idea, but alternatives to real estate is also fine.