This would be for our personal residence, we plan to keep our current house as a rental.  

I will advise to buy a home with many rooms, your income will be higher. if one moves out, you have the other tenants paying the rent, which is different if you rent to only one person.

A pretty spreadsheet doesn't matter because none of us know how accurate your numbers are, your level of experience, how many times you have seen it in person, and what other property anomalies exist.

i do not know anything about this person you are referencing but i never understand these types of questions. 

Remember to leverage tools like Bigger Pockets' forums, podcasts, and webinars to stay updated on market trends and investment strategies.Your journey in real estate is unique and personal.

I have read a few books and thought the person should have consulted a professional instead of an "Editor".  

A benefit to having the commercial property and entity is that we aim to utilize business credit, so that our personal credit and debt to income ratio is not tanked as we remodel or redesign or buy furniture. 

That is why designations are very important to me.As far as vetting, NARPM does do vet certain things about a person (licensing for example) and they do have a process where a person can file a complain through them about a member (much like the Board of Realtors). 

Non-recourse lendershttps://www.biggerpockets.com/member-blogs/2810/50272-list-of-non-recourse-lenders-for-self-directged-ira-and-401kSolo 401khttps://www.biggerpockets.com/member-blogs/2810/21298-solo-401k-advantagesSdira self directed ira https://www.biggerpockets.com/member-blogs/2810/blog_posts/28450-real-estate-iraProhibited Transactionshttps://www.biggerpockets.com/member-blogs/2810/44738-prohibited-transactions-for-a-self-directed-solo-401k-or-checkbook-iraDisqualified Personhttps://www.biggerpockets.com/member-blogs/2810/47960-disqualified-person-in-a-self-directed-ira-or-401k

Avail also threw in customizable applications, leases, a personalized website, etc., for which I rarely found use, though.Fast forward after a few years of use.