Along with the literature I'm reading, it made sense at the end to purchase the Pro package.

Interestingly, they've recently negotiated a re-purchase price with us IF we bring new funding to the table.The rehab is required for several reasons: (a) correct the damage the bank has allowed to happen to the property improvements these past few years (known problems include completely destroyed pool makeover; wild animals living inside the residence; flooring missing in sections of the rec center building; destruction of the decorative main entry gate mechanism; lots of dead landscaping; as well as latent defects not known to us such as working plumbing, HVAC & water services) AND (b) expansion & upgrading of the accommodations (converting the private residence to a 2-story lodge with the restaurant/bar, reception/check-in, movie room, public restrooms, gym/sauna/steam room/massage therapy room; enlarged pool & deck area with climate-controlled cover for year round use; conversion of former restaurant/bar building to a general store selling venue collectibles & wearables, selected pre-packaged foods, sundries, RV & camping items, bagged ice & a propane refill station; construction of a free-standing event center; free-standing cabins; enlarged & upgraded RV park with its own small restroom/coin-op laundry building; outdoor activity areas; new landscaping & fencing; new parking area & entry drives (personal car & RVs).We know our target audience having created and operated the former version of this resort for almost years creating an initial membership base numbering about 1,100. 

HOWEVER, this service costs around $500/month for the basic package, or $1K or $3K a month if you want access to their buyers list. 

Aloha Mary, there are many packages out there to choose from.   

Obviously there will be a fee a pay for the services of course but i’m noticing most CPA are trying to sell me a packaged deal meant for REI who have larger portfolios with complex tax planning/strategy needed and I haven't found someone who fits my need.  

They have a nice package of loan options, but I'm always cautious when working with someone new.

I would greatly appreciate advice on how to package this portfolio and connect with brokers or institutions in this sector.

I always thought if a Realtor could do a package deal - sell the SD house, work with an OOS Realtor to buy the house in the new state, incorporate the misc factors like moving and relocation data, you could make a killing....

What information about myself and my partnership can I pre-package to arm myself with before approaching a potential lender?

Or is it the bank's discretional decision to follow/not to follow FM guidelines?