I'm not here to step on toes, but it doesn't sound like you are aligned with your agent.

Step into their shoes, listen to their concerns, and meet them where they’re at.

Plus the diversification you noted and it's a great estate planning tool (if we still have stepped up basis).  

I'd love to hear more about your experiences and what draw you to take that first step in both buying a business and subsequently selling that business if you'd be open to it.  

The path is clear, step 1 is GET INFORMED. 

I’m not looking for a step-by-step guide, but I know I’m not the only one in this position.

With our AI-based tools, we can actually take the analysis one or two steps deeper to understand why NOI is low before deciding to reject the deal or pursuing it further.

We have created work instructions for every step of the process so we can maintain consistency in how we evaluate properties, communicate with tenants, market our properties, handle rent increases, manage property turnover, etc..... 

I started this company because I want to be a source for people and be that stepping stone for people who want a better life.

Inherently the steps are the same as if you were purchasing with financing save potentially less closing costs and ability to close sooner (if needed).The terms of your offer (ie -contingencies, closing cost splits etc) will determine what is different.