I initially focused on optimizing and growing my portfolio, which grew into helping many of my investors here in Denver.1) Do a full annual review of your portfolio - Portfolio AnalysisYou don't need real time tracking month to month. 

I'll start shopping around mortgage brokers and get all that info from them so I can make the most informed decision of which to target first to optimize growth without over leveraging myself.

Web Site Optimization4.

Even launched and managed several real estate funds.I specialize in various aspects of commercial real estate investment, like market analysis, financial modeling, debt modeling, risk management, portfolio optimization, etc. 

Are there opportunities to optimize your portfolio to better support your goals (selling existing properties, value adds, etc.)?

I read everything on Carroll's website and scoured the web for all the cost information, etc. but I haven't been able to find anyone who's actually built with it.  

===========================================================Meh, just how is advertising that you teach creative financing one-on-one (see your web site name) NOT in the "nature" of styling yourself as a "guru"?

So far I've done things like make my LLC, work on getting a bank account, and work on a PPT for private investors, and have a web site.

It will behave as a traditional WP style of page on the web.

Unsuccessful Property Search: Hours spent on unsuccessful property searches, where no purchase is made, do not qualify.On-Call Periods: Instances where you are on-call but do not actively perform work do not count towards material participation.Meeting Requirements:Maintain Detailed Records: Keep accurate time logs and records documenting your involvement in material participation activities, supported by evidence such as emails and calendar appointments.Seek Professional Guidance: Collaborate with a qualified tax professional to ensure compliance with IRS regulations and to optimize your material participation strategy.I hope this high-level overview gives you insight into what activities matter and ones that do not.