If your client is planning to use a loan to purchase the portfolio, they should be aware that many lenders include prepayment penalties or restrictions when properties in a portfolio are sold off individually.

I'm finishing up an ADU garage conversion in Downtown Sac and plan to do medium term rental for travel nurses.

I have learned to color code (highlighter) and plan the month/year or week ahead. 

It's a decent tool, but as Greg mentioned, I'd definitely plan for a worst case scenario and make sure it cash flows at the highest interest rate juuuust in case. 

Keep that in mind if you plan to scale and buy more properties. 

You’ll sign a piece of paper at closing saying you plan to live there ], usually within 30-60 days.

We are starting the process of analyzing deals, making a plan and executing on it. 

Planning on renting the current residence home to group home in Minnesota as we move into a new home.

You need to make a written plan with him to get this over the finish line, with cost estimates.

On the other hand, self-education through books, podcasts, and free resources is cost-effective but requires discipline and a clear plan.