Do you have a good investor friendly real estate agent in your area you can ask if they have a referral for a good insurance broker?

For example, there's an Employment Verification Form, Forwarding Address Form for Deposit Refund, and so forth, that you can request your tenant to fill out.I want to make sure I'm not missing anything (as well as protecting myself) but also don't want to over-burden the tenant. 

I've been buying and holding for SFH's rentals for 15+ years, but my goals now are Cash flow (70%) and Appreciation/Equity (30%) so I can invest faster/grow more in shorter periods of time.I ran this: View report on BP as a really rough test for investing in this property (3-plex, but also offers an attached 3-plex for consideration). 

The best first step you can take is to connect to a great broker with market knowledge and existing deal flow.

Is there any recommended material I can absorb to help me achieve my goals?

Typically it is binary, you either meet the 24 month requirement or you don't...there are a couple of exceptions for moving in less than 24 months which you can review here:https://www.irs.gov/publications/p523#en_US_2023_publink1000...Look at the "Partial exclusion" section

Also have in your lease that you can terminate the lease with 30 day notice if the tenant is incompatible with the building/other tenants/you.

I would love to connect and see what we can do for you!

Can you chime in on this topic(home owner/rental dwelling/landlord insurance)? 

It is right on the muni bus line, and there is no need for a car when you can easily walk a block or two to so many amenities.For some people, co-housing is a lifestyle choice.