@Bonnie LowYou threw at least four separate (albeit related) issues into one pot, which makes decision making very confusing.1.

Akshay,If your moving out of a SFH primary and claiming 2-4 unit MF as a new primary it can present an issue with certain lenders.

discrimination  issues. 

Stay in constant contact with your RE Pro and be flexible with your specific area but not with your goals. - Patience & Tenacity: These qualities might seem contradictory but at least here on the coast, there isn't a lot of STR inventory to choose from.

However with an investment specifically you could charge 4 points and be alright compliantly depending on the other fees since there are other factors at play.2.

As for how quickly they can access those funds, I don't know.My personal reserves are in JPMorgan money market fund averaging 4.5%-5% today, specifically because I also bank with Chase.  

The Washington Post calls this announcement “poised to be part of President Biden’s closing argument that he is addressing pocketbook issues.”

I am being told in a specific instance that copies of leases are not provided to owners because the legal binding agreement is between the property manager and the resident.In this case, I would have zero visibility on the nature of the lease terms, as well as who is responsible for certain costs borne (utilities, etc)If this exclusion to owners is allowed, what is required in terms of document retention in the case of termination of relationship?

I would ask. c) The issue as to whether they should occupy the home is largely immaterial to you.

Message me for any specific questions about setting up the trust.