I personally find the Series LLC to be a great tool for the individual investor who is planning to expand their operation, as it allows for you to scale infinitely - check out this article to learn more.

In the case of Morris, they scaled too quickly, which honestly is a problem for many businesses.

And what if this happens on this scale?

I had a GC for $40 an hour and I paid T & M and I did most of the larger scale shopping, while he made Home Depot and Lowes visits for many other items needed.

What has been your greatest strategy to really scale your investment portfolio?

Passive - not much to do after vetting the sponsor and dealEquity growth - from principal paydown and appreciationReduced risk - from an investment and legal standpointForced appreciation - the best and most reliable kindEconomies of scale - one management company to take care of the multifamily or self-storage asset in generally one locationCash flow - monthly or quarterly distributions Tax benefits - all of the tax advantages should be pro-rated for the passive investor.

knowing your numbers means reporting and running p&l, tracking net worth, and a balance sheet. manual paper trail only gets worse as you scale so efficiency becomes important. whether you pay for someone to do that depends on if you know your numbers cold. you can't possibly know if someone else is doing it right if you don't master it first. only then can you delegate and focus your time on the higher income producing activity.

To answer your questions, it really depends on the scale and scope.

I will address your cry for help  no worries..This made me realize I need to scale up.

Stacked up a handful of rentals over the course of a year and wanting to scale up faster.