So for instance for our lead organization & management, I clean the lists up in google sheets and then download as a .CSV file and upload into Airtable (google sheets on steroids) where its easier and cleaner to manage.I use Airtable to manage our raw leads data - I have a trigger set up, that whenever we change the status to "qualified", that lead will go into our CRM (Salesmate.io) where we track our contacts and deals.

Some investors buy in their name and transfer properties to an LLC later, though this may trigger due-on-sale clauses.

Just need to pull the trigger. 

That severely limited the number of lenders I could go to, so I ended up finding a loan product (that costs a premium, albeit) thru Velocity Capital Mortgage that allows fully-amortizing or IO payments (for first 10 years) which will help me build cash flow and accrue title seasoning while I find the right time to pull the trigger on a fully-amortizing DSCR product Did you work with any real estate professionals (agents, lenders, etc.) that you'd recommend to others?

Keep in mind, though, that transferring the deed could trigger the due-on-sale clause, so make sure to check with your lender first.Things to Consider: Financing Flexibility: For your first deals, keeping the properties in your personal name may make financing easier.

I’m really early into the research phase but would be prepared to “pull the trigger” over the winter (eg purchasing a property to setup the tents) but ran into a bit of a “wall”.I’m pretty close to Blue Ridge and love the area so have considered a STR there for a while.  

I think it's a great way to enjoy the benefits of your investments without triggering a big tax bill.

Hey Paul, congrats on pulling the trigger on your first property.I'm also in CA (on the central coast) and invest out-of-state (Detroit).

If you have a mortgage on the property and transfer it to an LLC (the LLC would be a different owner) it could trigger a due-on-sale clause.

I signed up for a mastermind class that teaches you how to invest in STRs and pulled the trigger on a 2BD/1BA house in Pittsburgh, PA to operate as an STR.