NEVER HAVE I SEEN SUCH A CONCISE WAY TO REVIEW THIS TOPIC.It confirms what I have what I have been saying for many years.Please take a look:http://www.nytimes.com/interactive/2014/upshot/buy-rent-calculator.html?

We have a real estate attorney, - Is there a suggested amount of properties to have in one trust? 

Your reviews need to be as positive as possible.

I would make a suggestion on your target market strategy.  

What are some suggestions for better systematizing a small portfolio, to where we’re not doing it all manually, and we can have reports to better assess where we’re at throughout the year?

Jose,All I can suggest is to shop it. 

Meaning, not in the listing, not in the supplements, not a suggested amount, nothing.

BP has another forum section for reviewing companies, you might want to cross-post.This doesn't surprise me given they first reached out to you with a marketing email.

Already got a HELOC setup, haven't used it, rates almost 8% so wouldn't make sense to use it for DP money on new house if that was what you were suggesting. 

What markets would you recommend or suggest and why and how does it compare to Houston market?