Once you have a shortlist, sign up for an account with each one and test them extensively to see how they function.

I'm prepared to pull the investment trigger when my money is in line with that, but learning along the way while I get that side in order.

I'd rather have investors be prepared for the worse case (long hold period), just in case we have to hold for that long to achieve returns. 

You can never be too prepared - have reserves and back up plans for everything.

You can count up to 75% of the rental income from each unit BUT you have to pass the FHA self sufficiency test.The FHA (Federal Housing Administration) Self-Sufficiency Test is a guideline used for evaluating the eligibility of borrowers looking to purchase multi-unit properties (specifically, 3- or 4-unit properties) with an FHA loan.

We're in no rush but want to do proper preparation.  

This representation is crucial if you're ever audited.Regarding whether to hire a CPA versus just a tax preparer: Real estate tax is highly specialized, with numerous code sections and rules specific to the field.

Preparing to break ground on a new park this week.

You have prepared financials, and can learn about the strategy and performance of the properties based on many years of combined knowledge that the syndication has, in this case Ashcroft.

Be prepared to provide alternative proof of income if you don’t yet have the required tax returns.