HubSpot offers a pretty robust CRM for free that integrates well and has a good mobile app.

Everything else is much easier (and irrelevant without deal flow).Most serious part-time investors have plenty of capital, know how to buy right, and have management solutions....but we lack 100s of profitable opportunities flowing through the funnel (compared to those with active marketing and robust deal flow pipelines).

When it shows up, I pounce and attempt to create long term value through strategic renovations, repositioning or savvy management.

We expressed these concerns numerous times throughout the program, looking to re-strategize the territories we were marketing to, but were instructed time and time again to stay with the course.When we reached 3 months, half-way through the program, we had zero real leads and major communication issues(comically poor responses from the team) to the point my business partner completely opted-out and I took over.

Pick whatever structure you wish for your business, and in January of 2017 you can file your taxes, yielding the necessary 2 tax year average.Really you should be looking for a local lender that is forward thinking and strategic enough to realize that if they help you structure your documented income in the most advantageous way, there's business in it for them in 2017.

If you have any questions or just want to chat and strategize feel free to reach out.

Generally speaking, the IRA LLC will cost more to establish than an account with a custodian, but will provide a much more efficient and robust platform from which to invest, and will generally save money over time through the elimination of the per-asset and per-transaction fees of the custodian.

When you have other sources of income, particularly over $150,000, that is when you need to strategize.

Im a big fan of Roberts youtube videos on assets versus liabilities, he really simplifies wealth building in a straight forward and strategic way which i like.

Hi Carly, I recommend Erik Bolinder of Exceed - Strategic Legal Counsel for an attorney.