For IRAs and HSAs, a financial institution trustee is an integral part of what the Tax Code defines as an IRA or HSA.

As it relates to hiring your Property Manager- Go to a local REIA meeting.

This would end speculation and bring you a lot of credibility.Please post a deal that meets the criteria you claim you have "tons of examples" of. 

In addition to those I would also suggest making a commitment to going to local meet ups and networking events in your area.

If you pay more, you won't meet your metrics and will probably have negative cashflow and/or equity.You may have to make 10, 20 or even 100 offers to get one accepted at the price that meets your numbers.This is what all investors did BEFORE the Great Real Estate Crash of 2008-2010.

I believe meeting local might be one of the easiest things you can do. 

I do a meetup in Mesa on Saturday morning's which is a good place to come meet even more RE professionals and investors.You have the experience so now you just need the right strategy to grow the portfolio.

(And - full disclosure - I will be using a mail forwarding address also and only occasionally actually hosting meetings at that location... it's like a 'WeWork' space, I generally work from home and my managers are on-site at the parks...)To everyone's continued success, and due diligence,-jl-

And the best way to start networking is here on BP and attending your local REIA meetings IMO.

I’d recommend listening to the straight up Chicago investor podcast for local information, going to the variety of meetups that are in this great city, and meeting a lot of the people posting here.