You'd have to draw on the HELOC and sit with it in your account for enough time that the banks don't look for the origination of it.

@Csilla Veress A couple of books that may help with understanding PV (present value) calculations, as well as note investing in general, are:Invest in Debt by Jimmy NapierPaper Profits by @Joshua Andrews  (my personal favorite)This blog post by @Mike Hartzog may also be helpful:https://www.biggerpockets.com/blogs/5359/41924-doi...PV is the way most note investors do pricing for performing notes, but for non-performing, you'll want to build an ROI calculator as  @Chris Seveney suggested so you can look at various exit scenarios and take into account costs like servicing, legal fees, insurance, etc. 

Also within that structure, what are some key transaction types you'd want to account for, within the day-to-day operations, in order to achieve high effectiveness in deferring high tax rates within your entity structure?

He should make a bigger pockets account and start networking. 

Account Closed do a search for my previous posts...

Finally made the jump and just bought our first vacation rental.My longtime girlfriend and I emptied out the account and put 60k down on an amazing 300k vacation rental near Bass Lake and Yosemite National Park.By conservative estimates, it should cash flow over $1,000 a month after ALL expenses.As I am still learning on the fly here, I am most interested in the next steps in acquiring the next property (and the next, and the next).The house should appreciate some throughout the year, and it is nearly turnkey as it was wonderfully taken care of by a family for 40 years, so we won't be adding too much value with remodeling.My main question to the BP community is "What's the best options to finance our next purchase of a rental property?".

Account Closed I think that the MacBook is the way to go, there’s so many positive reviews about it.

At any given time a property management business can be holding hundreds of thousands if not millions of dollars of security deposits in their trust account.

If so, is this as simple as her drawing from the HELOC and wiring the funds into my bank account so I can complete the purchase under my name?

In Pennsylvania, security deposits are supposed to be held in escrow accounts.