Plus if you sell the stocks, you are triggering a capital gains tax plus sales commissions - things that you could avoid for now if you can get everything financed up front.Also, before you go off selling any stocks, think about what your investment goals and preferences are.

I have not pulled the trigger on anything yet, but I am looking into Grand Cayman and Costa Rica.

Will Barnard If you are putting multiple, passive investors on one note without doing the newly required investor eligibility check in CA, you might not be in compliance.

I have not read the book (just downloaded 100 pages and saw the table of contents), but I didn't see a section on NMLS compliance.

Ck with city compliance see if it is legal. 

Each one is different, some will give you a ball park figure they'd negotiate to, after compliance, some won't.

Compliance requirements are so extensive no Broker will ever be in full compliance therefore if trust deed investor suffers a loss, recovery is a virtual guarantee, as long as Broker has dough.Most Brokers will have trust deed investor fill out required Department of Real Estate form, put it in the file without ever looking at it and everything will be fine until they aren't fine.

In addition, would a growing portfolio of rentals trigger the wrath of the Alternative Minimum Tax?

I believe that this rule and the 2% rule are good initial prequalify actions, but that one must dig deep into the actual numbers before pulling the trigger.

But I present it with confidence, and I MAKE SURE they UNDERSTAND I am GOING to PULL THE TRIGGER.