What infrastructure has to be in place to prevent the client from dealing exclusively with the partnering firm once they begin communicating.

I promise it beats trusting social media gods.Investor list nurturing requires consistent communication.

Just like any other relationship, communication is key. 

Relationships and communication is huge and that's what we try to focus on.

Before I buy my first property, I’m curious to talk with a financial advisor to ensure I’m in a good spot and figure out the most tax efficient way to pull together a down payment.

I would be focusing on cleaning up bookkeeping, communication portal with client, vendor list management, payment processing, etc. 

In fact, having a knowledgeable team (agents, brokers, property managers) can help you secure better deals and manage your properties efficiently, especially if you're aiming to be a passive investor.Holding Company: Setting up a holding company for your LLCs is a smart move, especially if you're planning to build a sizable portfolio.

Even local title companies are turning down business for land sale without a very clear and open communication of all parties.  

Will just help you out as you shop around.Final note: if you liked working with this PM (other than the lack of communication on maintenance), maybe ask them for quarterly pics/etc of different parts of the property in order to find a solution to this issue for the future.

I'm currently using Podio but it's very cumbersome unless you know exactly what you want with it or have someone full time to make it efficient.