On the surface, it appears to be a straightforward role, but it becomes far more challenging when faced with issues like non-paying tenants requiring eviction or broken systems that haven't been properly followed.As a self-managing property owner, it is absolutely doable—but success depends on treating it like a business.

This is a common term used for someone whose primary role in the partnership is to secure the loan, commonly through their financial wherewithal of their net worth and liquid capital.

Personally, I would put most of it in passive real estate syndications - but I am a full time passive investor so that makes the most sense for me.The first decision you would need to make from my perspective is whether you want to invest passively or actively (your profile says rental property investor, so I would assume you are currently an active investor). 

If I were to apply for a CFO role now, more than likely I have to advantage over a CFO that was in a manufacturing company for a real estate company.EAs specializes specifically in taxationCPAs have a broader knowledge for accounting, auditing, financial planning, and taxation.EA must pass a 3-part IRS exam and do not require a college degreeCPA need a degree in accounting, 150 credit hours of education, must a 4-part CPA exam.EAs often charge a lower fees

My goal is to build an active group of investors who are eager to collaborate, share ideas, and work together.

Recently a prominent marketer of Cleveland rental properties and property management services named Bob Prisco was exposed for being less than honest in his business dealings and posting activity here on BiggerPockets.

Section 469(c)(7) provides an exception that allows qualifying taxpayers to treat rental real estate activities as nonpassive, enabling them to deduct losses against other types of income.

Not to hijack the thread, but I'm also curious... to those that have had success in this area, are you the ones actively answering the calls / emails from these mailers, or do you have a team in place to respond to the leads?

Although I am not sure how to enforce this one, there should be active, on-going communication from the the borrower to the lender .... as one would expect from a GP/Operator to the LPs in a private equity syndication. 

Quote from @Andrew Steffens: I just use 1 card for 65 units (managed) and 1 card for 8 active rentals owned.