Tough to answer due to so many feelings about risk tolerances and what other investments could be making you as a ROI.I feel leverage of real estate is the real strength of this asset.  

@Jim Stanley Keep in mind any expenses of your SDIRA asset must be paid for by the account that owns that asset. 

.- Analyze Comparable Properties: If you’re working in a specific market, reach out to other landlords or property managers with similar assets.

Looking for guidance on the best way to proceed going forward in terms of asset protection and how to structure all of this real estate… 

Courtesy of the video, criteria to consider include Deal Type, Management Plan, Business Plan, Financing, Asset Class, Ownership Structure, Property Class, Location, Purchase Price, Rehab Costs, Risk Target, and ROE Targets.

Generational Wealth: If your SDIRA invests in real estate, those assets can pass to your heirs, benefiting from the step-up in basis (outside the SDIRA) or continued tax-advantaged growth if inherited in a beneficiary IRA.

In efforts to get more experience with IOS, we are seeking a financial partner that potentially has experience with this asset class. 

You would wish your PM to know how to file claims and protect your assets when your unit is vandalized or someone sues you for slip and fall.

Most of our clients are professionals - physicians, attorneys, software engineers.

One workaround could be keeping a separate spreadsheet to track your adjusted tax basis accurately and only using Stessa for operational insights.You could also reach out to a cpa and see if they have a specific recommendation for software to use.