So, here is the question and I hope I do not lose or confuse anyone.I am currently using my check controlled SDIRA LLC to partner and invest with another persons check controlled SDIRA LLC. in a project/business.With that being said me and that individual would like to start another different and separate project using our other regular LLC's as partners in this separate project. 

A contractor is proposing to do the roofing and siding through my insurance, he says it will save me out of pocket money.

Maybe it was @Levi Bennett who was talking about this.If you can find those posts there is someone who has experience doing this in Charlotte, maybe you can transfer the knowledge to your project and get some good success.

Working on a rehab project in Downtown Nashville and having a bit of trouble coming up with an HVAC solution.

I love the Holy Cross area and there are actually really nice and expensive projects over there if you're close to the park.

But, he didn't have alot of information on the major cap ex info like roof age, HVAC, etc.

I am digging into what projects these funds would get allocated to. 

I'm very fond of Excel, like @John Warren, but only for certain things, like evaluation of acquisitions, calculating cost and benefits of different loan structures, and projecting cashflow. 

It definitely helps to get some developer contacts so that you can be first to know about new development projects on multifamily properties.

Your $200/m per door can be eaten up pretty quickly on one-two cap ex projects.