This type of generic information should be easy for a lender to provide. 

Partnering with Brittney Sciandra provided valuable local insights, making this an attractive and strategic investment for Partner Driven.

Hi Sangwon, Welcome to the community- There a lot of good professionals and resources here on BP to learn and grow. 

@Tyler, when individually appropriate, for investors who have a need for immediate cash, we've also refinanced the property modestly (20-30% LTV) to provide mom/dad with the cash to bridge the two-year gap. 

I could be wrong, but I don't know if you'll find a professional financial advisor who has expertise in real estate investing.

Here in Charleston, in order to apply for the legal residence tax assessment ratio, all owners have to provide copies of tax returns, utility bills, driver licenses, vehicle registration, voter registration, and the settlement statement/CD, along with an affidavit stating that all owners occupy the residence and do not claim legal residence anywhere else.

If you provide specific services (called "substantial services", think hotel) then it’s considered a business and reported on Sch C (this is rare for an STR). 

@Ana Vhan - The IRS needs to see the same *taxpayer* on both sides of the exchange.If you file jointly, and your trust is disregarded, you should be able to take title in the name of the trust.Your tax professional can confirm, and your QI can support that decision.

.* Ask that same real estate professional above, if it is worth doing the rehab, if you decide to sell?

We have been working with multiple brokers who have tried with all the big name providers, as well as loads of smaller providers.