. 🎉 I’m still finalizing things with my lender, but before I move forward, I want to be 100% sure I’m covering all the key steps.Here’s the checklist I’ve put together so far:Home inspection – to catch any hidden issues.Appraisal – to confirm the property’s value matches the offer.Financing contingency – securing my loan approval without surprises.Title search – ensuring there are no liens or legal issues.Seller disclosures – reviewing any known problems upfront.Neighborhood research – making sure the area fits my investment goals.Are there any crucial steps I’m missing or anything you think I should focus on more?

I have not reviewed the 2024 lists from various sources that will come out soon.    

Since refinancing and investment income (like rental income) usually aren’t seen as earned income, it likely won’t affect your mom’s survivors' benefits.However, if your mom’s survivors' benefits are based on disability (SSDI), then additional financial or property assets could trigger a review, so you might want to consult a CPA or financial advisor to be sure there are no unintended consequences.This isn't legal advice.

You also need an online presence—this is commonly one of the most important and not done step.

Do you believe online accounting services like 1800 Accountant are good for the owner of a Real Estate LLC?

Review all leases and match them with the rent roll and ledger.

Is looking online at sites like LoopNet sufficient? 

The best way to get in tune with the local market is to review what recent cash sales have been in the same community as the subject property.

For me if someone has a negative review I typically consider something else, if its positive then I would continue to do my own research but do not really go off of others.

You can really tell that on reviewing the comps with a good agent on the MLS.