When investors see that you’re looking out for them, that you treat them like partners rather than just capital sources, they start spreading the word.

@Spencer DixonRecommend exploring as many sources as possible to get referrals AND cross-reference them to get as much accurate information as possible.Check out NARPM.com, BP’s Property Manager Finder (BiggerPockets: The Real Estate Investing Social Network), etc.Also, encourage you to learn from the mistakes of others - by reading posts here on BiggerPockets about owners not having their expectations met by their current Property Management Company.

Quote from @Michael Fish: I, too, am interested in investing with their promissory note option.

Your opportunity is also what's difficult, having virtually unlimited options :)  

It would be smart to do a full lease audit, estoppels issued, and tenant interviews.And if you are buying cash, there is nothing mandatory, since it is your money at risk. but again, physical condition inspections, understanding of tenants (they are a great source of information about issues with the property that the landlord may not know or may not disclose), surveys to understand accurate property lines, etc.

If you do not qualify for a conventional loan, DSCR and HML are the two commercial options available.

I have a potential private lender, but I need to determine if this is a viable investment opportunity and explore the best financing options

Option 1: Seek out a portfolio lender and/or look at better asset types - commercial. 

The last month I have been exploring house hacking options as an easy option.

And you are continuing to invest in real estate a 1031 is a good option to explore.