The broker you're working with to buy into the DST should be able to offer guidance on thisAdditionally, I would consult with a CPA- you're going to need accurate continuously tracked basis going forward as you will likely have to do another 1031 into another DST at some point- most aren't held incredibly long term. 

The reason I didn't want the other house in my name was because I figured I'd only be able to get one mortgage but now I think I messed up being that I have a track record of being a landlord but it's not on paper.

The reason I didn't want the other house in my name was because I figured I'd only be able to get one mortgage but now I think I messed up being that I have a track record of being a landlord but it's not on paper.

There's no magic for crafting a sequence for messages (from my experience) ... lock down a good message you want to put across to your receivers, measure/track it, and tweak as you go!

Just a few points for you to consider to hopefully get you on the right track: * Option to Buy and Lease are separate documents with separate purposes.* Tenants pay a NON-Refundable Option Consideration Fee in order to receive that option.

I also need to be able to track the results of the direct mail campaigns and keep notes on conversations with sellers, set reminders for follow up calls, etc.I guess what I need is a CRM that can do all of this in one.

I paid $500 per deal and $2000 if they tracked down the owner and set up the appointment.

Tracking everything you do will help your growth by studying your results.Always remember to do the math analysis and try to look at the prospective property before you make an offer or at least have a clause in the Seles contract that allows you the time (about 10 days) to make a detailed inspection and possibly back out of the deal without a penalty that will hurt you too much.  

Am I close to being on the right track?  

Plus we can track if a landlord neglects to insure.