no, all he gave was a invoice with his company name and address.

You can search for all the Form D filings and do a data dump of that list (note: it will be HUGE) and then you can start just searching through that list of companies.  

We are a Veteran owned and operated mortgage company.

If you have the cost segregation done by a reputable company then even if you get audited, you'll have proper support to back up your deductions.Now whether it's worth it - A cost segregation study can be extremely beneficial but its a case by case basis that depends on a multitude of factors.

All the trade websites say that in the end they're only a tiny percentage more expensive than regular concrete block because the labor costs go way down.    

No real rebalancing plans other than I will probably consider selling the portfolio a little at a time when I hit 60 in a few years since I don't think the kids or grandkids are interested in running a real estate company. 

I would give similar advice to someone that wanted to open a restaurant, landscaping company, hair saloon, etc.  

My company charges an application fee.

There is a company out there right now paying 40% annualized and I know an investor who thinks its great, well yeah its great until you lose it all - as never in the history of mankind has a company been able to pay its investors 40% per year on a continuing basis.

Along with Appfolio, we use Showmojo, Leadsimple, Lowe's and our collections company.