I've heard of people selling loans with guarantees, but I haven't been involved with one myself, nor do I know anyone who exercised the option.

My personal return is fairly complicated with Trusts, partnerships, W-2s, and several K1s.

Shouldn't your broker be involved in this security deposit issue? 

The only PITIA paid from personal account is for a personal residence.

If you don't mind providing some data for me to reference I'd appreciate it, but understand if you want to keep some or all personal--namely I'd be interested in approximate location, bd/ba count of your property and the rent % increase (or if you're comfortable sharing actual prices) implemented between your last tenant and current one. 

Recently she changed her will and named us as personal representatives and is leaving us her property when she passes(crazy I know).

The notice of a tax sale may not get to the right person to pay it off. 

This is an extremely important point, because if there is no clear rules defined by each person, then it can be confusing and lead to anger or resentment between partners.

Build a home and then purchase that product with a personal conventional or FHA loan? 

o Commercial loan, sort of - they are 30-year fixed DSCR loans with private national lenders.o We close in an entity/LLC 99% of the time - very rarely do we receive a request to close in someone's personal name.