The line of credit allows us to access that "trapped equity" anytime.

If I close the prop as a primary home and turn around and rent it out….I understand there can be “owner occupied” restrictions from the lender.

Boulder has a lot of restrictions, namely it has to be your primary residence(so you would live in it part-time).

I'm happy to teach you how to access them and use them. 

This accuracy and ability to keep simple and accurate records is because I develop my own software applications with MS Access and I develop accounting systems that are foolproof, idiot-proof and my recordkeeping systems and software has checks and balances that totally eliminate mistakes.You can do the same for 3 units with paper and Excel.

The networking tab here on BP has access to dozens here in the Chicago area. 

my account does have a restriction wherein i'm unable to take out a loan against the plan for a property outside of california (my home state). my intent is to invest out of state. in your experience have you ever had anyone roll over their roth ira funds into an escrow, perhaps?

But basically if you are buying a property a full market value, meaning no rehab, there won't be that many restrictions to it.  

We will send them an email telling them they can access and see the results for themselves.

They have high fees and a lot of restrictions that make purchasing real estate challenging if the funds are limited.For instance, if you open an SDIRA with $80,000 and buy a SFR for $65k plus $8k in closing costs, there's only $7k left in the SDIRA, plus the monthly cash flow from the rent payment less expenses.