I’m primarily evaluating the deal I’m lending on, but I also want to see what kind of track record the borrower has in managing their financial obligations.

With my current portfolio I am on track to pay property managers just over $64,000 this year, and that doesn't include the deal I'm closing on next month.  

This kind of creativity (or a massive pile of cash) is what's needed to "Cash Flow" in the near-term with a Boulder investment, but unless Boulder dramatically reverses course and halts the NIMBYSM that stops new construction in it's tracks, those who hold on for the long-term are likely to be highly rewarded. 

The visionary is full of ideas, has a high level of vision where he or she wants the business to go, maybe sometime loses track of the practical nuts and bolts, and is perhaps not very detailed oriented.The integrator makes it all work.

Though theyve never actually done any tracking, so they pull the number out of a hat.

.), you do not need any forms—just keep track of your spending to share with your tax advisor at the end of the year.The best way I’ve found to keep track of expenses is through a credit/debit card that is dedicated ONLY to your business.

Finally, two other things that you can look into or talk with your CPA to see if there could be any advantages to you (you may be phased out due to income for some) is the Section 199A pass-through deduction, which would require you to start tracking hours spent on your real estate enterprise, as well as the possible CA SALT tax workaround in case you were interested in deducting more than the $10k state and local tax cap for the next few years.If you need referrals for professionals in any of these areas in the San Diego area, feel free to reach out. 

Lease Management - Avail.co, Apartments.com, Buildium, TenantCloud,  - many others - they can List For Rent, Schedule Showings, Provide Applications, Screen Tenants, Setup Leases, Setup and Manage Rent Payment, and other things (keep track of maintenance, keep track of expenses and make reports for accountants etc) Tenants like it because its online and makes it clear what they need to do - This also helps answer Drews question to you. - Showing a property - I have less to say on this one, looking for ideas myself.

The visionary is full of ideas, has a high level of vision where he or she wants the business to go, maybe sometime loses track of the practical nuts and bolts, and is perhaps not very detailed oriented.The integrator makes it all work.

You will want to look out for a lender that is responsive, straightforward and has a track record of reviews and closings.