The information contained in this post is not to be relied upon.

Having the right team in place from the beginning can save you time, stress, and money in the long run, while giving you the confidence to focus on growing your investments.Wishing you success and smart investing.Disclaimer: This message is for informational and educational purposes only and should not be considered legal, tax, financial, or investment advice.

I'm just baffled that I wasn't informed by anyone. 

We want to make the best decision based on our circumstance, but we feel that there are an overwhelming amount of options on the best path forward.  

Great information.

IE - give yourself the freedom to do whatever feels like the best decision for you.  

Getting all the info and making an informed decision for your specific situation is important.

We actually backed out of two deals recently when we found out that the borrower lied or fabricated information.

It wasn't about hype or blind faith—it was a calculated decision based on what I knew at the time and the information I was given.I’m also not claiming definitively that it was a Ponzi.

Proc. 2002-22, which outlines key features like:- Each co-owner holding a direct, undivided interest in the property- No centralized management or pooling of income/expenses- Freedom for each owner to sell or transfer their share independentlyIf the agreement is too collaborative (e.g. shared profits, joint decision-making, or a “manager”), it risks being treated as a partnership, which is not 1031-eligible.Since you’re living in the property, your portion is considered primary residence use, which doesn’t qualify for 1031.