A big piece of that is finding someone intelligent, who has work ethic, shares your financial approach and financial objectives.

The setup was somewhat costly, a little clunky, and required a number of different legal entities to accomplish all objectives.

Assuming you could add a little value, even 10% you'd close your gap and hit your objectives and then could flip into a 100% passive strategy and ride off into the sunset.    

But we do help review all available listings, what to look for and identify interesting listings and then discuss pro's and con's - it is a collaborative process.One of our main objectives is to provide perspective.

Another issue is the shiny object or "if you chase two rabbits you'll catch none saying" when people start looking at way too many options rather than just focusing on one deal. 

Both of these "objections" can be explained via an agent who understands solar. re: Solar will of course offset increases from SDGE as kwh rates have risen every substantially every year since the deregulation of electricity in 2001.If it were me (and I used to be in the solar industry years ago) I'd either:1) look at a $0 down option, preferably a purchase-to-own finance option.

The capital you're considering reallocating should be invested in a way that matches your risk appetite and overall investment objectives.

That does not mean the SEC will not raise objections because of the label you choose to use. 

The risks/rewards and the concerns and issues can be very different depending on what you invest in and where.It's difficult to answer broad questions like that and even more so when we don't know what your objectives are.What you could do is be clear on your objective.

Dave,I agree, energy costs are only headed in one direction and current building codes are woefully inadequate where energy efficiency is concerned.We have set objectives for our retrofits of R75-R100 in attics and R28 - R50 in walls (where cavity space allows).