Ideally, the tradesman identifies this and communicates it before they proceed.

Ideally I would like to keep my personal finances separate from my REI. 

Above is more my ideal scenario 

Having young kids we’ve decided it’s best to not move around.Instead, my goal is to find an investment property in my local market (Rochester, NY), ideally a single family or duplex. 

Low taxes, landlord friendly, job growth, and close proximity make it ideal for our of CA investors.

And I feel the ideal portfolio can benefit from the diversification of both.First though, I'll add that you're comparing doing private lending (debt deals) directly versus passive syndication (which is typically equity).

I know this is not ideal and I need to streamline into one PMS for future growth but am at a loss at what is available for different payout accounts to be associated with particular listings on OTAs. 

The proximity to hospitals , downtown fort myers & military presence makes it the ideal location. 

I am targeting properties with two or more units and ideally a garage when I look for rentals, and there are many of these within the city that will cashflow.

My ideal platform would offer: - Standard CRM features (i.e. contact management, drip campaigns, etc.) - Integration with lead capturing platforms including websites and social media- Workflow/transaction management systems that serve as a checklist to help you remember and organize the 5,000 different things you are working on for your various clients - Monthly pricing in the range of $10-$60/month Platforms such as Top Producer seem to be industry staples but there are several new(er) systems like Zoho that seem to offer interesting features as well.