Excellent start. 

This approach can create a sustainable retirement income while preserving your retirement accounts for long-term growth.This post does not create a CPA-Client relationship.

Go direct to seller, learn to source your own deals and you will be successful  Is there Any chance we can connect and build a relationship?

., if this was a 506(c) offering, and the sponsor did not make "reasonable efforts" to confirm all investors are accredited, than that is a direct violation of rule 506(c) from the SEC.If this was a 506(b) offering, there needs to be an existing relationship with all investors before any investment opportunities are shared.  

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?

You've raised some excellent questions.

What I wrote above does not create an attorney/client relationship between us.

I may have to Teak my strategy in light of the excellent advice you provide here, Henry.  

Terminating a PM relationship is commonplace.

Property values: There is a strong relationship between homeownership and property values.