@Justin Rogers if you are planning on living in the property, an LLC will not offer much, if any, asset protection because it is your primary residence.

My mortgage broker is also an incredible asset.

When a seller of highly appreciated assets wants a cash exit without paying capital gains tax they can use a monetized installment sale to accomplish both of those goals.

@Nicole Heasley The more times you go through the process the easier it will be to know what banks want to see but in general,  A personal financial statement (list of debts and assets--shows net worth), a summary of your current cash flows (shows where your money comes from and goes to AKA a global cash flow statement), tax returns (for non commercial loans), a bio (tells about you and your team), a deal summary (info about the current deal) and maybe a summary of prior deals that are similar that you have done

Funds are parked in C and B class assets, not A.

I'd like to increase the value of my policies and processes to the Investor who hires a PM to manage their assets.

The only way I can see to buy an asset without the usual DD items is if you know its a deal even under the worst case scenario or its part of a portfolio and you have to take the good with the bad. 

Take that knowledge, potential gain, and find better performing assets. 

@Jason DiClementeLet me rephrase that; a new LLC for each contract.The strategy behind that is separating all of your assets under different names so that, god forbid, if someone were to sue you they could only seize the assets under that name.It's protecting all of your other assets essentially.

Preserve your estate and assets for heirs. 3.