What are some suggestions for better systematizing a small portfolio, to where we’re not doing it all manually, and we can have reports to better assess where we’re at throughout the year?

This is a proactive approach that helps ensure that you have the necessary information to prepare and file 1099s accurately and on time.Another best practice that I would suggest is to maintain accurate records of all payments made to contractors throughout the year.

Jose,All I can suggest is to shop it. 

Meaning, not in the listing, not in the supplements, not a suggested amount, nothing.

Already got a HELOC setup, haven't used it, rates almost 8% so wouldn't make sense to use it for DP money on new house if that was what you were suggesting. 

What markets would you recommend or suggest and why and how does it compare to Houston market? 

Must say, I got my eyes on Garfield Heights,44135 and Euclid so far, but I'm open to suggestions! 

I am considering relocating to areas within a 1.5-hour drive from San Diego, like Hemet, CA, and am open to suggestions or feedback on suitable locations around San Diego within this driving distance.

(Tiny A frames properly designed can kill it.)In an ideal world, you're combing more than one of the above to stand out in an increasingly professionalized industry.

Your Lender My suggestion to find #2 & #4 would be to go to the top of this page and click on FIND AN AGENT  & FIND A LENDER.