That’s exactly what it is - a third party cpa firm goes in and verifies if we say investors got X they got itThink of any mutual fund, when they publish there 1,3 and 10 year performance it’s not them doing it - it’s a third party that follows the same set of rulesIn speaking with this firm it was kind blowing how they noted some people calculate returns.Some will use depreciation in there analysis, some will go off costs per year and not at time of expense, some will note gross for entire fund not gross for investor or net for investorIt was very educational and informative.

If you are up for working remotely I would recommend messaging a few Pros from this site and setting up a meeting to discuss your needs. 

Between the steady cash flow and appreciation you would be set. 

Had my eyes set on a NH for a little while now and wanted to see if anyone had any advice/insight on claiming a 2nd home / STR property in NH as your primary residence in order to take advantage of NH not having state income tax.

Mind set is key, as Rick said.

From then, you can pay down your loans very quickly and invest to set yourself up for success.

If you have a set way (SOP) for handling this type of a situation you need to stick to it.

In the meantime, we have set our sights on a different geographic location (also in the same state) for our retirement, and trying to figure out the best strategy to afford to ultimately purchase a property there.

Even during Covid finding 2 sets of washers and dryers, and 26 sets of pre-cut blinds for an 80 year old house was not an issue.

Most of us would not.... but this individual is fine with it all.... it is a completely different set of ethics (or absecence thereof) in which they operate by, it would be a fallacy think that your verbal agreement when you met with him will be honored, have any of these above questions been honored so far?...