I was also considering the REI expo in February so maybe I'll see you there.You're a self-proclaimed novice but I think many other members of the community would agree that you're well on your way given your potential cashflowing rental and equity.You seem to have a strong position which would allow you to keep growing your portfolio in the next few years.I'd recommend diversifying your RE portfolio the same way you're diversifying with other investments (REITs, Stocks, bonds etc.).

This client was transferred to me by another PM in our company because her portfolio is maxed out and she doesn't have capacity to take on more properties.This client had been self-managing a short-term SFR for the past several years and recently converted it to LTR.

Given that I am self employed, a few personal loan options, did preliminary asking about my situation, and they got lost in the weeds with how my real estate income looks so dismal on tax returns.

And what your prior occupation was/is  do you have monthly retirement pay from a W 2.Or are you self employed your whole life and the only one that is going to help you in retirement is yourself.. ??? 

Quote from @Armell Mayers: Started out 4 years ago not knowing anything about Real Estate and have been self-taught till this day!! 

Self financed How did you add value to the deal?

Ideally, you pick a good property that is self-sustaining.

Your account structure depends on your goals for growth and if you plan to self-manage or hire a PM.

Remember, the notion of amassing wealth without investing is a dangerous myth perpetuated by self-proclaimed experts.

Taking time for self-care and nurturing our well-being will empower us to tackle challenges with renewed energy and focus.As we move forward, let's celebrate each milestone, no matter how small, and remain resilient in the face of setbacks.