Even if they charge you a few hundred or $1-$2K for a initial financial plan. 4) On a $5.5M portfolio, something like this would be very appealing to me personally, as a thought starter: - $1.25M home, car, and "toys", paid off- 250K in cash- $2M in stocks- $2M in paid off or lightly levered real estateThis is just me, and I'd personally view the name of the game as wealth preservation and maximizing enjoyment of life with this level of wealth, all liquid, all at once.

Some properties, especially those with Accessory Dwelling Units (ADUs), provide opportunity to break even or cashflow with lower down payments.Out of state (as well as Upstate NY) investing is appealing when taking this all into consideration.

Plus, Ohio's landlord-friendly reputation really boosts its overall appeal.

Sun Valley's growing market further enhanced its appeal.

Building ground up for 12% CoC sounds appealing, but that's assuming everything goes absolutely perfectly. 

Johnson City's growing market further enhanced its appeal.

Galt's growing market further enhanced its appeal.

Memphis's growing market further enhanced its appeal.

Maintaining the aesthetic appeal of a neighborhood will make the area more attractive to potential buyers, thus increasing home values.

These updates improved the property's appeal and market value.