What kind of database should I use to keep track of my leads and client base?

Why ask: You want to know the mentor’s qualifications, expertise, and track record in the specific area you need help with.

They 30 year track record firm  may now be using social media to pitch their deals right alongside and perhaps even pursue the same transactions as the new age syndicators but the two groups are likely pursuing entirely different LP investors.

Usually, there's a KPI sheet that they're using to track how many dials each caller is making.Here's how you keep the agency accountable.

But if you go over, you don't actually have to pay any taxes on the gift until you go over your lifetime gift exemption which is like $13 million, which i guess the IRS tracks.

There's obviously quite a bit of diligence that comes after such as who the key principles are and their credentials/track record (both balance sheet and experience), the underlying real estate and thesis behind the investment & tax prep and audit procedures but as a general rule of thumb if the investor can't get past the first part which is understanding what they are investing in, passive investing is probably not for that individual. 

Proven Track Record – Experience in vacation rentals matters.

The property has remained 100% occupied throughout my ownership and is on track to continue receiving market rents from both tenants.

The property has remained 100% occupied throughout my ownership and is on track to continue receiving market rents from both tenants.

I searched through google and I guess I just want to ensure that I am on the right track.