Hey I been thinking about trying auction.com out for the 4th quarter and 1st of 2025.

Not just to investor.Every good syndicator I know (all are pre-covid operators) do a quarterly reporting to investors, and in times of any turmoil or significant changes, it's additional 411. 

We're also able to evaluate our rates, and keep pace with inflation, on a monthly and quarterly basis because of shorter term leases.Now we syndicate larger self-storage deals and work with passive investors.

RE meetups that have helped me are very specific to San Francisco Bay Area market (sales and median rents in the last year and last quarter) so I'd recommend finding a meet up or session that might address your local market and if that's a viable option for you to invest in. 

I recommend finding a tax strategist who specializes in real estate taxation and tax planning.You may want to consider working with your accountant remotely to expand your options.I would also recommend looking for a accountant willing to work with you throughout the year.

I have heard a lot of that 1x per quarter is max.  

@Matt J.As an out-of-state investor in San Diego, key tax and legal considerations include filing a California non-resident tax return for rental income or capital gains, managing double taxation with potential tax credits from your home state, and complying with withholding requirements on property sales.

Since I will have owned it only 3 years, the property value increase is minimal ($35K) and closer to $15K once I pay a listing agent and closing fees.2) Gift it to #2 son now and let him pay the Capital Gains tax at his rate (0%) when we sell next year. 

Of course in the JV deals I do where we  come into title I pay tax at the state level if there is tax. 

All these "mentors" or "coaches" or "consultants" you see out here on notes writing books or whatever, are not teaching finance, or law, or taxation, or even personal finance, much less foreclosure law, safeguarding collateral, evictions privacy laws nor brokerage laws.