Ideally the person would have real estate investments themselves so they have a personal stake in following the latest developments.I do have a couple I've worked with in RI and have been happy with so far, but it's hard to really know for sure how many of their other clients fit into the "more complicated investor/business owner" rather that "standard W-2 employee" category.One trick I've used with attorneys to find experts in a particular area is to find the attorneys that teach other attorneys about a particular topic, i.e., that lead attorney CLE (continuing legal education) classes in that topic.

They may have a portfolio product or land loan product that would fit your needs."

Everyone has a different goals and investment criteria, so this is not a one size fit all kind of situation.I will suggest that you clearly define what you want and do some research then go from there.

@William Hutchinson I understand where you’re coming from, and like several people have said, an index fund may be appropriate for what you’re wanting, it’s your journey and only you can decide what fits your goals.

But lower income that would fit into a quip of slum is always going to be more risky on the stable side of cashflow unless it is all subsidized housing.  

Because of the good schools and amenities that area is always a good long-term appreciation bet.Happy to connect and talk more to see what might be the best fit.

HML is restricted to a box that the property must fit into. 

If he buys a bed that won't fit through the 32" door, will you install a 36" door for him?

First, finding deals and putting in offers (even if people laugh in your face) so many people I talk to rely on a couple deals that they try to "make fit" into their criteria, unfortunately some leads will just never turn into a deal regardless of how bad you want it! 

As for JV partnerships, the best way I have found is to build relationships with people who would be a good fit with each others goals.