I can’t work with interest due to personal preferences so I don’t know what option will work the best for me. 

Hey @Kyle Kline, these are all great questions to ask and ultimately it will be personal preference. 

If you day-trade or read the tea leaves for hot stock tips or play the ponies or simply put your money in index funds, do any of these things occupy your interest like real estate?

I like that it is all in person.

So, I have no idea how much money I owe for 2023&2024, how much money is actually mine, how to take advantage of tax deductions/credits/RE professional Status/ renovation costs/perform a cost segregation, if I really need a wealth manager at this point and how to take out my retirement investment and move it to a mutual fund I run independently.My ultimate goal: create systems for my corps to run smoothly and optimize business-related expenses,  keep my books up-to-date for both corps so I know my input/output, pay quarterly taxes throughout the year, give myself a modest monthly income and  continue to preserve/build wealth and grow my RE PORTFOLIO!

Tell them that you're helping out the homeowner and have the funds to bring the loan current.

Quote from @Robert Fonner: Hello, Do you have the cash to build it, or are you going to need to borrow the funds?

It's for a duplex (no personal use) DTI and everything is good.

I would be delighted to meet with you in person to discuss any opportunities for involvement or to simply introduce myself further.

@Corey SchneiderWe fund with a combination of Hard Money and Private Money.