We are FI-minded and although this will be our primary residence for many years, we have an *investment* mindset and would like someone with similar values and visions to help us decide on the best property. 

I just get this vision of some of the BALT HUDS I have seen with this big daisy chain of wholesalers making 500  1000  2k etc.. and what a fun time you would have if they all show up and want to be paid.. 

If the long range goal is to hand it down  and there are multiple heirs.. maybe his vision is giving a property or two to each of them.

They have a vision board with ideal traits and attributes and build a business model with processes and systems around that.

Do not let that ruin your vision for the property do not be turned off by a couple of stinkers in the building .

The investors I work with are looking at homes with bad floor plans, low ceiling heights, etc. where amateurs don't have the vision and wouldn't consider that home. 

Just know guys that when one door closes another will open up if you stay focused on your vision of the future.

Just kidding.Either case, doing the calculations is just one part of it.What Gallinelli does is explain the long and hard work that goes into doing the calculations so that you can get a very clear vision on the future of your investment.Once you get this vision, you will clearly know if this is a good investment or not.

Making sure that these people can work well together helps to make sure that your vision for your investments is coming true with a common goal. 

You should also know by the end of the first meeting if they can implement a strategy to help make your vision a reality.