@Shawn ChervinskisSee Section 408(b)(2) of ERISA for more information on this exemption.The office space or services are necessary for the establishment or operation of the plan;The contract or arrangement under which the office space or services are furnished is reasonable; andNo more than reasonbale compensation is paid for the office space or services.Regulations issued by the Department clarify the terms “necessary service” (29 CFR 2550.408b-2(b)),”reasonable contract or arrangement” (29 CFR 2550.408b-2(c)) and “reasonable compensation” (29 CFR 2550.408b-2(d) and 2550.408c-2) as used in section 408(b)(2).

And/or know of any firms that provide this sort of service?

Padsplit has a specific service like this where they do it all for you.

@jon Minerick offers the service in my area.  

Placing tenants can be done one of several ways:1) Hire an agent to list the home on the multiple list service (MLS) as a rental.

So have strong comps to show that it will actually sell at your expected price. 

It’s the 30+ hours a week of live zoom calls within the community, the daily and nightly dials where you’re actually sharpening your skills making calls to sellers, agents, homeowners in distress, etc.

I also use the saved results to continue analyzing my portfolio after purchase once the property is in service.

@Michael SimolkeYou would be overly leveraged whenever your servicing of the debt exceeds your cash coming in to service the debt.

BP is another of those sources as you can look at reviews on the profile page and actually talk to people here on BP who have used a QI.