Your SOW, challenging projects, expensive stuff, can be tricky unless you have experience and an established team. 

Luckily, there is a long trail of litigation under the Fair Housing Act 1934 and the AFH Amendments of 1988 which established the legal grounds for those in recovery (by definition "disabled") to live together in a single family home.

Even my wife says I'm way too cautious, especially on matters of money :)I'm establishing myself more as an investor at this point (finishing up a BRRRR) but I could see syndication being an important part of the portfolio, hopefully in the near future.

All of those roles can be established by contract with appropriate compensation.

They took the information and disappeared or claimed they did not use it.What is your advice for establishing a trusting wholesale working relationship?

A email newsletter is great once you are established.

To manage this relationship, landlords should establish clear boundaries, respect space, use a third-party property manager, and set expectations for tenant responsibilities.

I'm not from your state - but in Florida your taxable basis is established by your purchase price at the time of the sale.  

You don’t have to keep contemporaneous daily time reports, logs, or similar documents if you can establish your participation in some other way.

Professionals often have established relationships with contractors, legal advisors, and real estate professionals, giving them an edge when it comes to maintaining the property and handling emergencies efficiently.Should You Hire a Property Manager?