I'm pretty sure Fannie Mae isn't going to sue you for copyright violation, and this is a form/framework that every corporate machine is familiar with completing (the CEO of Walmart needs a mortgage too, so SOMEONE knows how to fill this form out -- because the CEO said so).From the applicant, get their most recent paystub, their final late December 2015 paystub, and their final late December 2014 paystub.

Podcasts, Books, and Mentors you find by networking.I'd pick up a copy of Set for Life by Scott Trench as it has a good framework for financial independence, especially for a newer investor.

If it sounds too good to be true...So, working backwards, what is the framework of the obligation and deliverable by Morris?

While you cannot plan for every scenario, a well-crafted business plan creates a framework that will help keep you from going down the wrong path.

But I see on BP people buying with the 2% rule and I don't get anything better than 1.3-1.5% so I was trying at least to maximize cash return within that framework.

If you start 50/50 or 60/40 or whatever, all future expenses and income would need to be allocated on that same basis.Neither party could ever buy the other out.Even if you have such a rigid framework, however, there is room for the IRS to determine there is a benefit between the parties.  

I think that more companies will begin to adopt these types of tools (along with other tools such as online Kanban boards and agile frameworks like Scrum).

However the basic framework of the house was solid and at least the windows were boarded up.We've been working there learning how to flip a house.

IMO the analytical framework for bringing all of these elements together to calculate your returns is IRR (can google it) ... running some scenarios through IRR calculations will help you see how things can pan out in the long haul.

It definitely give me a framework to evaluate MFRs.