Does the scope of your engagement include tax preparation, tax planning, investment advisory services, accounting services, preparing a financial plan and monitoring it periodically, etc? 

I'm currently engaged to be married in February 2024 and while she is 1,000% supportive of investing (being brought along in the journey while I do most of the day to day work), I want to make sure I don't forget to take time for my future marriage.

The rental agent I am about to engage have sent me a W9 from...but I think i may have to fill out a w8ben-e.

Looking forward to engaging with and learning from you all.

I have dedicated considerable effort to acquiring knowledge by engaging with podcasts, reading books, and actively participating in online forums to absorb insights from experienced individuals.Currently, my primary focus lies on Multifamily properties as I aspire to specialize in this domain and develop expertise in its intricacies.

But even if you did provide this information, the laws as so detailed, arcane, and subject to interpretation, as well as rife with exceptions, that it would be highly recommended that you engage the services of an experienced,  knowledgeable attorney specializing in real estate transaction law.  

I've recently gotten engaged so I know that this next move can't be as fixer upper as I'd probably do otherwise.

If yes, and after they have signed a conditional engagement agreement with us, the documents can be shared with them and their attorney.

If you are looking into multiple strategies make sure to read about everything in the articles on the main blog, keep listening to the podcasts and be engaged in these forums to learn a lot quickly.You should have some good working knowledge from your job and good industry contacts already.

Before I begin this process however, I am interested to know how things progress if you actually get someone who is willing to engage you and possibly sell.