I'm saying it's very prudent to prioritize capital preservation, then yields, when you see a yield curve inversion and most investors would be wise to study macro as much as they study micro.

Keep in mind that the bank's role is limited to simply providing the account (i.e. no tax reporting, no recordkeeping, etc.) such you may wish to de-prioritize familiarity with Solo 401k plans and focus on other things that are important to you (i.e. branch locations, fees, etc.).If you want the ability to invest in stocks, mutual funds, etc., you will need a brokerage account.

Have a great group of service companies that will prioritize your call.

(will be necessary as lead gen grows)to capture: cash buyers Private money lenders, Flip investors, Buy/Hold investors,wholesalers(required for JV opportunities, collaboration)networking leads, banks, hard money, contractors, landscape, realtors, inspectors, lawyers, cpa, title companies(good to capture these for follow up, networking)once again, thanks for the follow up, i really hadnt thought how i would use the CRM but his makes sense. 

I am working on a probate campaign  & I like to collaborate with an legal expert in the field.  

So when a tenant is late my business  model prioritizes how to prevent the situation from resulting in tenant turnover.

For those of you that are still confused, I've worked very closely and collaboratively with park management, the property owner's attorneys and still having his behavioral specialist from SPCA working with him.  

Looking for something that allows for dependencies (or 'conditional tasks' as Investorfuse calls them - which I'm checking out) and allows for teams of people to collaborate on a single task. 

If I'm investing my hard earned savings I would prioritize cashflow over appreciation.

Figure it out by collaborating with you PM and collecting data.