It is easy to initiate a trustee-to-trustee transfer between firms.

To thrive in real estate investing, you must maintain a firm grip on your finances.

Quote from @Bryan Martin: I invest and live in Springfield and also run a CPA firm that specializes in Real Estate investment. 

What checks and balances would you need to put in place to avoid this.I am a firm believer that you should tie any bonus to a metric that the company is trying to achieve.

Be fair but firm with your choices.

To thrive in real estate investing, you must maintain a firm grip on your finances.

A post on the official Norada Capital Management website from 2022 (attached screenshots in addendum), boldly states the following:“Norada Capital Management offers investors opportunities to invest in Promissory Notes with fixed rates of return ranging from 12% up to 17.5% per year,” ( Link ).In explaining the use of proceeds from the promissory notes—specifically the entities Norada Capital Management, a private equity firm, supposedly lends to in order to generate these high annual rates, the company states that:“Three of those five categories that our company invests in as a private equity firm include e-commerce-based businesses very lucrative area, especially if you’re in the right area of e-commerce.

Along those lines, if the owner gives you a very FIRM "NO" when you present your proposal to rent their home for the purposes of doing STR (short-term rental).   

Many firms will offer bookkeeping, but they outsource overseas and mark up the price.

Currently underwriting 35 SFHs being purchased as a portfolio by a PE Firm in order to push rents via ADU developments.