As for wholesaling, there is no license required bcoz your not Selling or acting as agent in a fiduciary role to anyone but yourself.

Currently I'm looking for some kind of methodology, software or app, that I can use to manage the properties, which will allow for another family member to step in to my role relatively seamlessly if I were to pass in the future.

Networking plays a crucial role in this industry and remember to keep learning continuously.

Role-playing.     . you paid $300k 10 years ago, it’s worth $660k, (so when you sell you net $600k to make math easy.)and your cpa determined that you owned zero land, so it’s all depreciatable. you owe 15% on the $300k gain plus 25% tax on $109k depreciation recapture, so you owe $70k in federal taxes, then California reaches out for another $30k?  

Normal comp is 100-150 bps on volume for these roles if commission only and completely self-generated leads.

It's too important of a role to be done by a moonlighter whose business doesn't rise and fall on it.- Understand what you value . . . do you want to have a phone call from the PM every Friday? 

We both knew we were aligned in our goals and had a clear understanding of our respective roles in the deal from the outset.If seller financing is part of the equation, look for someone who’s not only experienced with creative financing but also understands how to manage the potential risks involved.

It was hard to find anything that cash flowed enough to make it worth it to us, and I personally prefer to have the ability to manage my properties myself.We decided to pivot into business acquisition.

If you have to do an ARM, have a Plan B to pivot if you need to sell or refinance. 

This platform has played such a key role in my journey over the years.