For example the RE agent could share insights into latest trends or data that they have seen with their own analysis of it then ask if people have questions or additional insight.

You should always protect your position, make sure everything is in writing, and don’t hesitate to explore the full value of your deals by marketing to other buyers.

If i lived in San Jose, the first RE investment that i would consider is a local property with an ADU that had distribution on the lot that would allow a profitable lot split.   

None of the turnkey companies I've talked to offer any type of tenancy guarantee (outside of guaranteeing that they'll re-tenant the unit within a couple of months) -- if you know any that offer guarantees of tenancy that would sound very interesting!

We had vacationed there for years and viewed it as a place for future retirement.

This is where I am at now.I have been writing this post for a few hours now. 

In the future, be very specific about these agreements.

The last thing you'd want to have to do is manage your future partner since you question their decision making or experience and you've already invested with them. 

I'm not a R/E pro, but do work in the finance world.

We have checked- and re-checked the loan docs.Long story short - we lost the deal.