Infinite Banking through Whole Life, fund raising for others PPMs, fear mongering ("Your wealth advisor is very likely a nice person but misguided.

We leaned toward SE because it is more established and closer to downtown Cape and downtown Ft.

Once you establish a relationship and a track record, they might lower or eliminate the points but normally, you pay points as a newbie. 

That community is one of the most established around here, and their prices in there didn't fall that much, even during COVID, which is positive.Let me know if you have specific questions.

The added benefit of this process is that you can also have your attorney sign the public records as "Nominee Trustee" before assigning yourself as the "Trustee" once the trust has been established.

I'm literally a newbie to STR at the start of 2018 and now feeling more established and going from ZERO to 6 properties in 1 year is not a success story? 

A great company like this would be Green Street Advisors, for example.

@Redeidre EdwardsAs @Lance Lvovsky already suggested, it depends.Assuming you want to manage your money yourself and not through a financial advisor, the primary question is are you going to be a passive investor or are you going to dedicate a few hours (minimum) every week to learning about equities, bonds, derivatives, market cycles, and how to properly value equities and bonds?

It sounds like you need to establish a partnership or operating agreement and possible the private mortgage and note.

Has there been a group established here in CR?