He acknowledged they are pretty high as a rule so if my stuff is running very well currently without excessive personal involvement on my part, I might hold off to avoid those costs and reevaluate the DST again at a later date.

Your overall experience investing in a syndication involves much more than the deal, or the yield you could achieve.

And since you have no debt, you really do not need to do this task. 

If the numbers make sense for all involved, I can steer my guys in the right direction. 

That said, Advanta does have a good reputation and track record - just an angle to look into that someone new to the concept would not even think to consider.As an IRA provider, they would be OK for relatively static investments that do not involve a lot of transactions. 

Being involved in the forums looks like a great place to start.

Purchasing an investment property increases the level of difficulty of your tax return.Purchasing a house-hack is even more difficult.To make it even more difficult - you plan to make improvements so you have to determine which costs are currently expensed and which are capitalized.Not only have you acquired an investment property but you also acquired a personal residence.As a result, direct expenses towards your investment property and indirect expenses are deductible business expenses that can be used to decrease your net income from rental activities.With all that is said - you are trying to operate a business so I would hire professionals to help you with your tasks.

I don't think your strategy involves delayed financing at all, rather it is a way to avoid delayed financing. 

If you believe you can do it without directly involving th elandlord with financial compensation better hope you find a real dumb landlord.Money talks.

It may involve bringing a quiet-title action.A lot of times, folk pre-emptively pay inheritance taxes in such a situation.