Now I understand in this exact example, the best case scenario would be to simply finance the property with an institution on a 30yr fixed loan.

It is simply a private certification for a non-profit, which means the non-profit meets certain standards in its operations.

You simply assumed that my opinion of higher returns doing loans vs by and hold in a retirement plan came without thought to risk, when in fact it did nt.

As soon as I talk to, text or email someone that results in another task for me I'll simply add it to my calendar for the time I think works best for me to complete it.

This is simply the way the serving companies work."

You never want to put all of your eggs in one basket, but if you are investing in real estate as well as tucking money away in a tax-advantaged retirement account, you're simply diversifying, not only in the investments, but with the tax strategy as well.

The concern here is simply what if things go wrong, you don't have much of a plan B.

If you look at the deed there is language that will say you take the property subject to all restrictive covenants (or it might simply say restrictions), easements, etc....

A lot of investors I come across don't consider the benefits or are simply unaware of some of the best financial planning strategies out there especially when it comes to estate planning and tax implications, working an insurance policy as a creative investment vehicle, leveraging debt, and using things like Charitable Remainder Trusts.

To me it was win-win-win.