@Ashish AcharyaThanks so much for this, this aligns with what I was expecting.

It’s not likely my requirements and the previous hosts are going to align.

The good people are busy and don't waste time or take on new clients that are unknown...they're just too busy with current workload. netowrking and refferals will be the best move you can make, but start slow and test these people to see if they align with your personality but also your risk appetite.

Warning: many financial planners will dismiss real estate altogether, because they cannot earn commissions from it, unlike from selling you annuities or mutual funds.Your Realtor may actually be finding you good properties, as long as your goals are aligned with his.

I would encourage you to think about what you really want to achieve as this might guide you to the strategy most aligned with that.

The only way we will do that if what we are doing is very aligned to our own goals and objectives.

Hey Clay, I think it is important to align your financing according to what your overall objectives are and how soon you want to accomplish them. 

Then research the different strategies that align with the time you have and what kind of life you want a few years from now. 

Regarding tax/accounting work - You may be required to issue 1099's to all your clients.Your clients also likely want a monthly/annual reconciliation for how their properties are performing.You are also required to report the management fee income that you collect on your tax return.Regarding insurance - the good thing is that the insurance costs that you have will be a tax deduction.You may want to align yourself with a tax accountant to take care of the back end needs for you.

Align your front with the fronts of all other vehicles.