Insurance programs or discounts provided by one company to the members of a specific organization (ie. trade group, alumni group, company employees, etc..)2.

Insurance companies often prey upon agents (Especially new ones) telling them only half the story to encourage them to sell as many of these "infinite banking" policies as possible and make large commissions. 

We are now moving from our current home(call it the 2nd home for purposes of this conversation) into a larger residence(3rd home). 

If not, we roll into Phase Two, a much larger part of the development and a perhaps a much longer wait for my cash.

I never thought about joint a management company though.

Like @Russell Brazil, I think it's never a bad time to acquire another property, but not if its prevents you from your larger goal (which seems to be buying that dream home).

Real estate tends to be balance sheet heavy and you want a bookkeeping company that specializes in real estate.

There are a few Home Warranty companies such as American Home Shield, First American Home Warranty, Choice Home Warranty, Old Republican Home Protection, just to name a few. 

Just know that this is effectively what you are doing.First of all, see if electing an S-Corp for the management company is right for you. 

There are companies that perform this as a service.