You might want to keep participating in community activities and once you feel prepared get in touch with an agent and a lender who are friendly to investors for the purpose of starting to filter out the most suitable markets and properties.Good luck!

For one thing "properly prepare" means something different to each person.

If you have an CPA or EA you're happy with, can you please share their information with me?Thanks, Jill

One thing I’ve noticed in working with investors is that a well-prepared deal package can make or break an approval.

For those who’ve sold notes, what documents or details made the process smoother—or caused delays?

Lender, backup lender, liquidity source, and worst-case close scenario are all mapped.The irony is the best deals usually require the fastest execution, but they’re often pursued by investors who haven’t standardized their financing process yet.Speed comes from preparation, not pressure.

I believe most states consider preparing deeds to be the practice of law unless it is related to the issuance of a title policy so unless there's an attorney on staff a title company probably can't legally prepare it unless they're issuing a title policy.

This deal highlighted the value of speed, preparation, and strong execution when opportunities align in active markets.What made you interested in investing in this type of deal?

Experienced investors are selling, holding onto cash, and preparing for the next opportunity to buy when market softens.

The CPA can prepare the Form 3115.