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

In either case use the contract to create some built in relief - a longer than usual closing period or due diligence period, or finance contingency.  

Once you're ready, create a goal (e.g., "I will buy at least one single-family home, duplex, triplex, or fourplex before the end of 2019") and then do it.

Create a simple spreadsheet or written list to compare the features of each and identify the ones that align with your requirements.

I’m aware that thousands of notes with their corresponding Mortgages/DOT’s are packaged up and as a whole create an MBS (mortgage backed security).

It might take a large financial institution with capital for “brainpower” and marketing, and financial and reputation strength to design as well as create a trading market for this type of security. 

Just curious - what tool are you using to create these graphs and tables?

Your PM will create new challenges for you that you will have to face. 

However, he asked me to sign a one-year Exclusive Right to Represent agreement, as presented to him by his brokerage.His interpretation is that it applies only when he materially assists me, but I think the boilerplate brokerage language he was given reads much more broadly:"If during the term of this Agreement Buyer enters into a contract for the purchase of Property through the services or efforts of the Broker or Buyer’s Brokerage Firm, or by or through any other persons during the term of this Agreement" (emphasis mine).My concern is that, under my interpretation, if a fellow real estate investor wants to unload a property or if I get pointed to an opportunity by a former agent, colleague, or friend, this agreement could create an obstacle to moving forward with the deal.In the end, I didn’t sign.

Setting up an LLC may allow for deductible expenses, and investing in municipal bonds could provide tax-free interest.This post does not create a CPA-Client relationship.