Difficult to tell from the website exactly what type of Passive Investments are available: Fixed Term or Open-Ended.

People come to me to invest because I've shown over several decades that I can produce results, and when the market doesn't go our way and results are difficult to produce, I've shown that I can achieve the best outcome possible and weather storms without losing people's money. 

I’ve developed a Comprehensive Investor Report (CIR) for a property in Palm Coast, FL, designed to be transformed into a luxury rental asset while serving as the foundation for a scalable asset management strategy.Here’s a quick snapshot of the deal:Property: Red Birch Lane, Palm Coast, FLCurrent Value: $350,000+Mortgage Balance: $165,000Current Equity: $185,000Investment Required: $177,500 (for luxury upgrades and optimization)Projected Monthly Rent: $4,500 with 2% annual increasesTarget ROI: Full 1.5x ROI for investors achieved in 9 yearsLuxury Features: Smart home automation, designer finishes, professional-grade kitchen appliances, and more.I’ve also structured a capital distribution plan with a waterfall approach:8% Preferred Return for investors.Full Return of Capital to investors before profit splits.Post-ROI, a 20/80 split (Investor/Management) ensures long-term alignment.

There are NO minimium balances. 

The 1st position loan is paid off but has a second position heloc on the home with 50k balance.

I understand it become tad difficult to refinance since some lenders wouldn't lend on the home in trust, but is it easy to sell a home in a trust, just like you are buying in a trust?

My original loan amount is $323K, balance left $319K at 7% and 28 yrs and 8 months left.

Ultimately, it's all about the right balance—staging should always be tailored to the home and the market it’s in, which is where working with a knowledgeable agent really makes a difference.Would love to hear your thoughts as well!

Credit Karma has a fantastic "score simulator" tool that you can use to project credit score changes (paying off balances, opening a new card, using an old card that has not been used in some time, just paying your bills on time for 6 or 12 months).

I’m also concerned about challenges like dealing with difficult tenants and navigating new taxes.