In reading all of your posts, I'm seeing it's a lot more involved than just simply, "should I form an LLC or not?".

I say this because you have to have some flexibility during the week to go to testing facility and meeting a brokerage you feel is the best fit.

Hi Ilmar, I think I fit the bill pretty well with what you're looking for here, although most of what we touch here in CT is in Hartford county.

If I were you, I would write down all the monetary outlays and the potential work that will be involved in acquiring/rehabbing (if needed)/managing the property and realistically how much time and energy each partner is willing and able to put into the project, and then sit down and have a discussion about how even or lop-sided this deal is for each party.

Not the right fit for all clients.An Umbrella for what you are looking at should be $300 per year for $1M, maybe $450 for $5M.

When the allure of owning real estate wears off, they start to realize that, but their exit strategy will most likely involve losing money unless we're still in this passive cash flow investing mania we are in.

Then do a deal that fits your numbers. 

I mostly just buy and hold.... but, I market for my own properties and sometimes they don't fit my criteria or I can't afford them... so I will wholesale.... both of my wholesale deals last year were to Nocal folks such as yourself.

He felt that if I was engaging other lenders and not committed to working with him, that I may not be a good fit and he was going to invest his time with people who he knows will work with him.I totally get his point of view, but what is normal and recommended for investors (I am looking to house hack the property I purchase)?

Then call the top 3 and explain your investment strategy and find out how they get their properties on to see which agent will best fit your strategyThen the other parts come next (inc property management, lenders etc)Shoot me a message if you need any advice or have any questions