Aha! Found it - thanks! He's great but there are just so many articles it's a bit overwhelming unless you know what you're googling for.
It is a bit frustrating that there aren't clearer guidelines, but I'm hoping they will emerge. The examples in his article are all about intention, though, and all start off seemingly with the intention to live in the property forever - which very few people do with their first house. My imagined scenario is that my husband and I buy a house for a future three-year contract of his, live in it for three years and tart it up a bit, then either sell it or turn it into a rental property (depending on the property we buy, our inclinations at the time, and what happens next). So... On the one hand we are living in it and on the other hand we are definitely planning to sell/rent out.