A friend and mentor of mine is a real estate attorney genius and manages a literal $1B+ portfolio across broad asset classes including: restaurants, 500unit+ mixed use developments, hotels, storage spaces and hundred year land leases..they are refinancing several building at +/- 5.5% At scale - the impact is monumental.

I wanted to share my notes and see what others think about whether these issues are warning signs to watch for:Open Door Capital (Brandon Turner / Brian Murray / Ryan Murdock) – Broad focus across asset classes (mobile home parks, apartments, self-storage) and geographies (half the country).

I should clarify the indemnification favoring the property owner shouldn't be overly broad. 

@Arleene Silvawell... still a broad question. 

Whether you’re using traditional lenders, private money, or note financing — the key is understanding leverage and building relationships.How did you first learn about funding strategies in real estate?

You’re in a great spot with lots of options.From a tax perspective, your STR could qualify as a non-passive business if the average stay is under 7 days and you manage it yourself.That opens the door for a cost segregation study and big bonus depreciation write-offs often opportunities that many CPAs who don't specialize in real estate miss.Like others have mentioned above, you can’t do a Solo 401(k) with just W2 income, but if you treat the STR as a business and pay yourself for managing it, that income could qualify, giving you another powerful retirement planning tool.Next steps: start by finding a tax strategist or CPA who really understands real estate and short-term rentals, and an estate planning attorney to protect what you’re building.

It’s helped a lot of investors move faster and seize opportunities that might otherwise slip away.From my experience in the space, here are a few key things worth understanding:✅ Private money isn’t “hard money” — terms and relationships are often more personal and negotiable.✅ Transparency and communication are critical.

Investors should fully understand that Section 8 is not a cure-all for Class C & D tenant challenges, it's just trading one set of problems for another.We see too many investors not doing enough research to fully understand all this and making naïve investing decisions.Once you understand the above, you still need to find a property.

If you’re raising capital for a real estate fund or syndication, you’ve probably heard terms like 3(c)(5), 506(b), or 506(c) thrown around. These are critical exemptions that determine how you can structure and market...

This approach lets me participate in bigger deals and diversify across markets while leveraging the expertise of other members, from underwriting to property management, who pick deals apart collaboratively.I completely understand your focus on affordability and community feel in build-to-rent; that aligns with what we often see in larger passive deals too.