The neighborhood specialist sounds to be the better fit.

@Josh Otero anyone that owns the home they live in fits your posted criteria!

I'd break down residential real estate like this (definitely some subjectivity here):A class area= High year-over-year price appreciation, excellent public schools (elementary school ratings are the most correlated to higher real estate prices), little-to-no crime.

For a simple/budget-friendly option, Google sheets/Excel can actually be a great starting point.8.

Whoever gives me the most business and has an excellent close record will first be presented with off-market opportunities. 

There are many markets that fit this description.

I’d focus on property types that align with my strategy, leveraging financing options that fit my budget.

It's a market that fits a lot of out state buyer's buy box due to the price-to-rent ratio, but investing out of state is not easy.

Explore options like conventional loans, DSCR, seller financing, or partnerships, and connect with local lenders to find the best fit for your strategy.Good luck!

I know I can create a series of my own documents regarding this in Word and Excel, but am wondering if there is some kind of software package out there that handles this problem?