You will also need a team that knows how to work with CMHA, which in itself is a huge pain to deal with.

Are they a pain in the butt? 

I wish I had that in my first years and I am sure I would have avoided some pain and loss. 

Years ago, my elderly neighbor expressed his concern to me about our trees leaning towards his home and that he wasn't trying to be a pain. 

A 1031 exchange is NOT available for owner occupied property so that’s the bad news.The good news is for owner occupied primary residences, for married couples, the first $500,000 of pain is tax free.No need to worry about a 1031, live in the house, sell it, use the $500,000 exclusion and you pay KP tax on whatever profit may exist,2.

Holding onto a HELOC long term is painful, so you'll want to make sure your exit from the HELOC is planned out. 

Don't buy the cheapest Amazon sets as it's a pain when they inevitably break.

I think your post is valuable feedback consistent with the spirit of this thread in that it indicates what some of your pain points are/were so that others can both make informed decisions about their own investments and also so that the Morris Invest team can continue to hone their services to be the best they can be.

Balance Sheet is a snapshot of the company's financial health at a specific point in time.Income Statement is a showing us the health on an operating POV.

So are there reports that I can ask which can tell me the financial health of the company?