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Now, the fact that he is an investor means you may have put a little too much emphasis on his "motivation". 

PM is fine if you don't want global sharing.I've been using Airtable (which is excel like but let's me attach receipts to rows).  

I like #3 especially with the emphasis on BE ACTIVE in your real estate meetings.

Both of them put a lot of emphasis on value add.

We offered 603K and I told my wife we have a really good chance of getting it because most other offers are going to put too much emphasis on the list price and anchor around it.

Your emphasis should be on HOW.

The appraisal should be based on the Income Approach with the Sales Approach given secondary emphasis.

Emphasis on cashflow.

More specifically, how National and global issues affect the housing market positively and negatively.