They spend a ton of money on advertising their product and apparently have none left over to spend on product development.

This is what the majority of investors are doing. 

. - Products & Services enable us to track each 'phase' of the rehab. - Projects give us visibility on my projects- My CPA can easily access the reports for tax preparation.

The major point to that statement is anything else but cash in your hand is speculation.

Whereas the majority of the existing clients have stayed with you, but the whale client is with the ex-partner leads me to believe that if this heads to any type of judicial setting that no damages would be awarded.

Some reasonable- a roof and ceiling repair from a major leak... some not so reasonable (they literally made me escrow the cost to add a deadbolt to a door).

People connect with people, not production quality.

As a Canadian, most of what you say regarding BC and Ontario is true due to Vancouver and Toronto being the major cities in Canada, but your immigration numbers and link to housing shortage is a bit of political rhetoric.

Most of our MTR properties are located in Indianapolis, and the majority of our tenants are traveling healthcare professionals.

Although they are in real estate, their service areas include investment management, technology products, and VC investments.Do some research.